Episode Description: Friend of the show, Kate Cassidy — VP of Advanced Markets with Barnum Financial Group — joins the show to discuss the tax implications and impact The One Big Beautiful Bill Act has on estate planning.
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.
Theme: One Big Beautiful Bill Act’s Impact on Estate Planning
Guest: Kate Cassidy | VP of Advanced Markets | Barnum Financial Group
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