Living Your Wealth, Today and Tomorrow

In this episode of Living Your Wealth: Today and Tomorrow , Kelly Ennis, founder and president of Infinity Financial Strategies, explores what it truly means to live your wealth with intention. Through a simple but powerful story about a $21 parking decision, she examines how disciplined habits that built wealth can sometimes limit present-day experience. Kelly discusses friction points, time, ene...

In this episode of Living Your Wealth: Today and Tomorrow , Kelly Ennis, founder and president of Infinity Financial Strategies, explores why when you take financial action matters just as much as what action you take. With the end-of-year deadline approaching, Kelly breaks down how timing can be used as a powerful tool—not just a constraint. She examines the real impacts of volatility, recovery t...

In this episode of Living Your Wealth: Today and Tomorrow , Kelly Ennis, founder and president of Infinity Financial Strategies, unpacks the real-world role of artificial intelligence in our daily lives. From personalized travel planning to managing inbox overload, and even research for personal financial planning, Kelly shares both the power and the pitfalls of AI, revealing how it can become a h...

In this episode of Living Your Wealth: Today and Tomorrow , Kelly Ennis, founder and president of Infinity Financial Strategies, explores the powerful tax strategy of Roth conversions. Kelly breaks down the differences between traditional and Roth retirement accounts, outlines when and how conversions work, and highlights advanced approaches like backdoor and mega backdoor strategies. She shares h...

In this episode, Kelly Ennis, founder and president of Infinity Financial Strategies, explains how to reduce stress at tax time with a clear, repeatable year-end planning process. With a few months left in 2025, there's still time to take meaningful action. Kelly discusses the impact of the One Big Beautiful Bill Act (OBBBA), the value of tax projections, and how steps like Roth conversions an...

The 4% Rule for withdrawals in retirement has become the standard rule of thumb.  But do you know where the rule came from and what it really means?  Tune in to find out how the rule may not apply to your situation and what you should consider when applying it to your planning. Links: Learn more at: ⁠ https://infinityfinancialstrategies.net⁠   Follow Kelly on LinkedIn: ⁠ https://www.linkedin.com/i...

Becoming a 401k millionaire, someone who has accumulated at least $1MM in their employer financial plan, is a huge accomplishment.  But along with that feat come some significant challenges.  Join us as Kelly talks through some considerations for your retirement portfolio.

In this episode of Living Your Wealth: Today and Tomorrow , Kelly Ennis challenges the traditional goal-based approach to personal finance. She explores why building income-producing assets—rather than simply achieving one-off goals—creates lasting financial momentum. Using vivid analogies like buckets versus wells and ships with purposeful crews, Kelly explains how a consistent focus on wealth ca...

In this inaugural episode of Living Your Wealth: Today and Tomorrow , host Kelly Ennis, founder of Infinity Financial Strategies, breaks down one of the most sweeping tax reforms in recent history—the One Big Beautiful Bill Act (OBBBA). Signed into law on July 4, 2025, this legislation extends many provisions from the 2017 Tax Cuts and Jobs Act while introducing a host of new deductions, retiremen...

Welcome to Living Your Wealth, Today and Tomorrow, hosted by Kelly Ennis, Founder and President of Infinity Financial Strategies, the show where we explore how to enjoy the wealth you’ve already built, as well as how to best plan for a successful financial future. Each episode, we’ll discuss strategies to minimize your tax bill, invest for the future, and plan a path toward a work-optional life. I...