Straight To The Point:

Anytime a new president takes office, there will be plenty of curious citizens watching to see what new policies could be on deck, but this year seems a little different because of all the pandemic spending that’s already taken place over the last year.

President Biden has already outlined a number of policies that he’d like to push through that include infrastructure, tax increases, climate, and more. So what could all of this mean to your financial planning? On this episode of the podcast, we ask Chris about each of these items to find out what he’s watching and what he’s telling clients.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.


1:11 – What we’re hearing from clients

3:03 – Stimulus spending

8:37 – Infrastructure plan

12:13 – Capital Gains Tax Increase

13:40 – International relations

15:16 – Green New Deal


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.