Phil's Tax Hacks

Am I Ready to Retire in 2026?


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We're doing something a little different today. Three listeners wrote in with variations of the same question- am I ready to retire in 2026? Same question, three very different situations, three very different answers.

Here’s some of what we discuss in this episode:

📉 Market fears vs retirement reality

🧮 Why “run the math” matters

🏌️ Retiring to something meaningful

🩺 Healthcare gaps before Medicare

💰 Pension timing and vesting decisions

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome

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Phil's Tax HacksBy Phil Putney

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