So Money with Farnoosh Torabi 1938: Ask Farnoosh and Georgia Lee: Taxes, Values and Policy (Encore)
Jan 30, 2026
Georgia Lee Hussey, founder and CEO of Modernist Financial who helps high-net-worth clients align wealth with progressive values. They unpack the Big Beautiful Bill and who stands to gain. They discuss tradeoffs like cuts to social programs, practical tax-planning questions to ask now, and donation strategies to align money with values.
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Tax Cuts Funded By Social Program Cuts
- The Big Beautiful Bill continues 2017 tax cuts, effectively saving many taxpayers about 3–5% of income.
- Georgia Lee Hussey warns those savings come by defunding social safety net programs starting in 2026 and beyond.
Calculate Your Actual Tax Savings
- Ask your CPA to calculate exactly how much you are saving from the bill and double-check with an online calculator.
- Use that number to decide whether to donate part of the savings to causes impacted by federal defunding.
Tax Planning Is The Financial Hub
- Tax planning sits at the center of investing, Roth conversions, estate work and charitable strategy.
- Treat tax planning as integrated, not just year‑end return preparation.