Year-End Strategies That Can Help Your Retirement Go Further (Ep. 32)
As the year ends, many retirees review their financial decisions in light of changing tax rules, market movement, and ongoing cost pressures.
In this episode, Ryan Thacker and Tyson Thacker outline five Smart Money Moves that can help retirees prepare for 2026. Their discussion focuses on practical steps that influence taxes, income, Social Security, investment allocation, and healthcare planning.
Ryan and Tyson cover:
- How tax planning can affect long-term retirement outcomes
- Ways to create income that is steady and structured
- Why Social Security decisions should integrate with the rest of a retirement plan
- How portfolio drift occurs after long market runs, and when rebalancing may be useful
- Considerations for managing rising healthcare costs
- And more!
Book your complimentary retirement planning consultation and get answers to your most pressing questions.
Resources:
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