EPISODE · Jul 4, 2025 · 57 MIN
Investment Friday - Creating Financial Independence: Roth Strategies, National Debt, and the Future of Taxes | 196
from Expansive CEO
What's the real cost of America's rising debt—and how will it impact your taxes? In this solo Investment Friday episode, Hannah Chapman, CFP®, APMA®, CRPC®, unpacks the 2025 U.S. budget bill and the growing national deficit in a way that directly connects to your wallet and your future. With federal debt projections soaring and interest rates still in flux, Hannah explains why proactive tax strategy—especially using Roth IRAs and Roth 401(k)s—may be the smartest path to long-term financial independence. Learn more: Impact of the 2025 budget bill on U.S. national debt and deficit Why higher future taxes are likely—and what that means for your investments Strategic differences between Roth and traditional retirement accounts How required minimum distributions (RMDs) can affect your financial plan Case studies and real-world examples of missed Roth opportunities Connect with Hannah: X² Wealth Planning Website: https://x2wealthplanning.com/ Expansive CEO: https://expansiveceo.com/ Hannah's Website: https://hannahrchapman.com/ Instagram: https://www.instagram.com/hannah.chapman.cfp Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/ LinkedIn: https://www.linkedin.com/in/hannahrchapman/
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Investment Friday - Creating Financial Independence: Roth Strategies, National Debt, and the Future of Taxes | 196
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