Act now to remove the anxiety around tax season

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Living Your Wealth, Today and Tomorrow

Infinity Financial Strategies

8 episodes

3 days ago

Hosted by Kelly Ennis, Founder and President of Infinity Financial Strategies, Living Your Wealth Today and Tomorrow is a podcast that explores enjoying the wealth you’ve built while planning for the future. If you’ve built your nest egg, always waiting for tomorrow to consider travel, free time, or a career pivot, this is for you! We’ll talk about strategies to minimize taxes, investing for the future, choosing a path to your work-optional life, and pursuing your future goals while enjoying your wealth today.

Investing

Business

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Investing

Business

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Act now to remove the anxiety around tax season

Living Your Wealth, Today and Tomorrow

17 minutes 16 seconds

1 month ago

Act now to remove the anxiety around tax season

In this episode, Kelly Ennis, founder and president of Infinity Financial Strategies, explains how to reduce stress at tax time with a clear, repeatable year-end planning process. With a few months left in 2025, there's still time to take meaningful action. Kelly discusses the impact of the One Big Beautiful Bill Act (OBBBA), the value of tax projections, and how steps like Roth conversions and charitable giving can help align your finances with your goals—and replace anxiety with clarity.

Key Topics:
• What to gather before year-end
• How a tax projection helps reduce uncertainty
• What’s changed under OBBBA
• Roth conversions and pre-tax strategies
• Charitable giving in 2025
• Aligning savings and investments with your goals
• A practical checklist to finish the year strong

Links:

Learn more at: https://infinityfinancialstrategies.net

Follow Kelly on LinkedIn: https://www.linkedin.com/in/kelly-ennis-cfp

Subscribe, review, and share the show to help others live their wealth today and tomorrow:

YouTube: https://www.youtube.com/@InfinityFinancialStrategies

Spotify: https://open.spotify.com/show/4RKP0s0AO24KsLOqHe6ULD?si=f2f916d5f8964f2b