As a new tax year begins, it brings important updates that can significantly impact your retirement and tax strategy. On this episode of the A Wiser Retirement® Podcast, we break down what’s changing in 2026, what’s staying the same, and how to make smarter decisions early in the year, before opportunities slip away.

Related Podcast Episodes: 

Ep 86. Important things to Know About Taxes

Ep 262. Optimizing Your Tax Plan for 2025: Key Moves to Make

Ep 308. The Silent Tax: How Inflation Erodes Your Retirement

Related Financial Education Videos:

Second Home Considerations: Tax Implications of Multiple Residences

How do I minimize taxes as a small business owner?

How does the lifetime gift tax exemption work?

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This podcast was produced by Wiser Wealth Management. Thanks for listening!