Charting Your Course: 2026's Retirement Rules and Realities

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Charting Your Course: 2026's Retirement Rules and Realities

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A new year means new opportunities, fresh challenges, and—let’s face it—a few surprises. In this episode of "C.L.I.M.B. Through Retirement," Ben Heisler and Brad Jones dig into the changes that 2026 brings for retirees and those gearing up for their golden years. From bigger savings limits to Social Security tweaks and that mysterious new tax deduction for seniors, the landscape is shifting. Wondering how these updates might affect your plans? You’re not alone—and we have answers.

But that’s just for starters. Brad and Ben tackle listener questions on everything from estate planning (trust vs. will, anyone?) to running out of money if you live long—and even passing your small business on to the next generation. Inflation worries? We hear you. Tune in and discover why simply “setting and forgetting” your retirement strategy won’t cut it this year, and get the inside scoop on planning moves that could make all the difference. Press play and get ready to climb higher in 2026!

Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future.

Tune in and take the next step on your path to a fulfilling retirement.

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