The Balance Sheet
The Balance Sheet
Podcast Description
The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Advisors, each episode offers engaging conversations and insights to help you find balance and inspiration in your personal and professional life. Tune in for fresh ideas, thoughtful discussions, and topics that spark curiosity and growth.
Podcast Insights
Content Themes
The podcast covers a range of topics including financial planning, wealth management, tax reform, health, and wellness. For example, episodes delve into navigating potential tax changes with high-net-worth implications, the role of wealth managers, effective financial practices for the new year, innovative life insurance policies, and achieving wellness alongside professional success.
The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Advisors, each episode offers engaging conversations and insights to help you find balance and inspiration in your personal and professional life. Tune in for fresh ideas, thoughtful discussions, and topics that spark curiosity and growth.
In this episode of The Balance Sheet, host Nick Brown is joined by Managing Partner Brian Sak to explore the potential tax law changes coming in 2025. With the Tax Cuts and Jobs Act set to expire, key provisions like the estate tax exemption, individual tax rates, and deductions such as the Qualified Business Income (QBI) and state and local tax (SALT) deductions are all at risk of reverting to pre-2017 levels.
Nick and Brian discuss what these potential changes could mean for high-net-worth individuals and business owners, emphasizing the importance of proactive estate and wealth transfer planning. They dive into strategies to mitigate tax burdens, the role of interest rates in estate planning, and the impact of legislative shifts on long term financial goals.
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