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2025 brought plenty of headlines, but which developments actually mattered for your financial future? Rob looks past the noise to focus on the key factors that affected retirees and pre-retirees, explaining not just what happened, but how thoughtful planning helped keep things on track. Instead of reacting to every new concern, this episode offers a practical perspective to help you move forward with confidence into 2026.

Here’s what we discuss in this episode:

📈 Inflation Reality Check - Why retirees feel it first and planning matters more than predictions

💰 High-Yield Savings Accounts - When safety helps… and when it quietly hurts growth

🧾 Tax Law Changes - What the “One Big Beautiful Bill” unlocked for multi-year planning

🚨 Emergency Preparedness - Lessons from the longest government shutdown in history

🧭 Looking Ahead to 2026 - Why flexibility beats forecasting every time

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