What the “One Big Beautiful Bill” Means for Your Financial Strategy

In this webinar, James Conole, Head of Planning Paul Layton, and High Net Worth Advisor Chelsea Johns take a clear-eyed look at the Big Beautiful Bill—explaining how its changes could affect you and where smart planning comes in. ======================= Join our NEW community for FREE → https://root-collective-58ba64.circle... Connect with us → https://learn.rootfinancialpartners.c... James' Channel →    / @jamesconole-cfp   Ari's Channel →    / @earlyretirementari   Facebook:   / rootfinancialpartners   Instagram: https://www.instagram.com/rootfinanci... LinkedIn:   / root-financial-partners   ⏱Timestamps:⏱ 00:00 - What We'll Cover & Disclaimer 01:45 - How Does This Fit with Root's Process? 03:15 - Impactful Changes with Paul 04:17 - Tax Brackets 07:20 - Standard & Senior Deductions 11:13 - 2026 Comparisons 12:30 - Itemized Deduction Change 18:43 - Noteworthy Updates: No Tax 23:25 - Trump Accounts 26:10 - Tax Torpedo 28:38 - Early Retirement Healthcare 30:17 - Key Takeaways with Paul 31:35 - Changes Affecting Business Planning with Chelsea John 38:40 - Addressing Your Questions with Paul & Chelsea -- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.