Georgia Lee Hussey

Special guest Georgia Lee Hussey, Co-founder of Modernist Financial, joins to answer audience questions about financial fear, the emotional side of money, planning real estate investments, exploring the fear of not having enough money, and prioritizing financial goals and retirement savings.

Georgia Lee Hussey, CFP and founder of Modernist Financial, blends technical planning with behavioral coaching. She talks about managing market anxiety and avoiding emotional investing. She explains why downturns can help long-term accumulators and what a bigger tax refund might really mean. She also explores how AI reshapes work and why creativity, writing, and empathy will be valuable skills.

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.

In this discussion, financial planner Georgia Lee Hussey, founder of Modernist Financial, dives deep into the implications of the Big Beautiful Bill on taxes starting in 2025. She breaks down who stands to benefit and the societal costs of tax cuts, touching on pragmatic tax planning steps. Georgia also emphasizes aligning financial decisions with progressive values, addressing charitable giving for non-itemizers, and tackling anti-tax rhetoric. Her insightful take showcases how taxes are intricately tied to our national priorities.

Georgia Lee Hussey, founder of Modernist Financial and a New York Times expert on elder care financing, joins to discuss the pressing financial challenges of affording care for aging parents. She shares strategies for the ‘sandwich generation’ managing both children and elderly caregivers. The conversation dives into the emotional complexities of long-term care planning, the risks of Buy Now Pay Later services, and the necessity of open communication about finances within families. Hussey emphasizes innovative solutions like legal help with Medicaid and the importance of estate planning.