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Financially Speaking

Financially Speaking

Written by: Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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 Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. Economics
Episodes
  • Retirement Rules Are Changing: What You Need to Know

    Retirement Rules Are Changing: What You Need to Know
    Feb 22 2026
    As the 2026 financial landscape shifts, this episode breaks down the critical updates from the SECURE Act 2.0, including the new mandatory Roth catch-up contributions for high earners and the "super catch-up" limits for those aged 60 to 63. We explore how the latest IRS contribution increases—raising the 401(k) limit to $24,500 and the IRA limit to $7,500—impact your long-term savings strategy. Join us to learn how to navigate these regulatory "plot twists" and adjust your tax planning to ensure your retirement roadmap stays on track.
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    Less than 1 minute
  • 2026 & Retirement: What's Ahead for Retirees

    2026 & Retirement: What's Ahead for Retirees
    Feb 15 2026
    In this episode, we break down the critical 2.8% Social Security COLA increase and how it stacks up against a projected 10% surge in Medicare Part B premiums. We explore the "sequence of return" risks facing new retirees in today's high-valuation market and why many are shifting from aggressive growth to guaranteed income solutions like annuities. Join us as we provide actionable strategies to navigate 2026’s unique economic landscape, from managing healthcare inflation to optimizing your 401(k) withdrawals for long-term stability.
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    Less than 1 minute
  • Taxes & Tax Season

    Taxes & Tax Season
    Feb 8 2026
    In this episode, we pull back the curtain on the most common filing mistakes that could be costing you thousands in missed deductions. Our experts simplify the latest IRS updates and provide a step-by-step guide to navigating your returns with total confidence. Whether you’re a seasoned investor or a first-time filer, tune in to learn how to turn tax season into a strategic win for your bank account.
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    Less than 1 minute
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