Is your practice ready for the ripple effects of the next big tax wave?

In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations.

From a staggering $36 trillion national debt projection to newly introduced “Trump Accounts” for kids, Patrick explores how this bill isn’t just policy, it’s an opportunity. Whether you’re coaching clients through Roth conversions, engaging the next generation, or simply looking for a smarter reason to pick up the phone, this conversation will change the way you think about what’s possible.

Expect insights on:

The surprising opportunity hidden in massive national debt
Why this legislation gives you a reason to reach out, now
How top advisors are leveraging Patrick’s books and webinar series to drive new business
What you need to know about Trump Accounts and 529 changes for families
And more!

Resources:

Winning at the Intersection of Annuities and Wealth Management – https://go.insurmark.net/WP-2023-05-1…
Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12) – https://insurmark.net/2020/10/breakth…

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Connect with Patrick Kelly:

About Our Guest:

Patrick Kelly is the best-selling author of 7 books – Tax-Free Retirement (2007), The Retirement Miracle (2011), Stress-Free Retirement (2013), The 5 Retirement Myths (2015), Seven Secrets to a Happy Retirement (2016), The Life Insurance Dilemma (2017), and Tax-Free Retirement – 10th Anniversary Edition (2017) – which together have sold more than 1,000,000 copies nationwide. Patrick has been one of the industry’s most sought-after speakers and trainers, delivering his unique message to over 150,000 financial professionals from coast to coast since the release of his first book in 2007. One of his greatest passions is to help consumers understand they are able to step off the roller coaster of fear and loss and onto the peace-filled road of growth and stability. Patrick lives in the Pacific Northwest with his wife of 28 years. Together they love spending time with their 4 children, their son-in-law, and their grandson.