In case you missed it, go back and watch part one of 2026 Personal Finance Reset: https://youtu.be/IKLv30Fhx5k. Now that you’ve reviewed your financial starting point for the new year, part two dives into the next steps: reviewing your insurance protection, strengthening your retirement plan and getting ahead of tax season. This episode of Future Focus breaks down simple, practical moves to keep your money organized and on track for the year.

In this episode:

- Insurance and risk protection: Update life, disability and health coverage to match your current situation.

- Retirement planning: Review contributions, increase savings rates and rebalance your investments for 2026.

- Tax prep: Organize documents early and explore deductible contributions before filing.

Start the year strong with clear next steps and connect with your financial professional.

Subscribe so you don’t miss future episodes and listener Q&A sessions. Drop your questions in the comments—we might feature them in an upcoming episode!

Future Focus: A Financial Strategies Podcast 

Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.  

Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more. 

Learn more about Ameritas: https://www.ameritas.com/ 

Find a financial professional who can help: https://www.ameritas.com/contact/find-a-financial-professional/?utm_source=podcast&utm_medium=referral&utm_campaign=future-focus

Disclosures

This podcast is for informational purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought. 

This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. In Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.

Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp.

Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.

© 2026 Ameritas Mutual Holding Company

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