Financially Speaking

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.

In this episode of Prosperity Playbook, Gary Nolan and Nicole Gibbs discuss the importance of financial planning for couples, especially regarding retirement savings. They explore various strategies for maximizing retirement options, the significance of regular financial checkups, and the need for clear communication about finances in relationships. The conversation also covers investment clutter, insurance needs, estate planning, and actionable steps to enhance retirement savings. Additionally, they address real-life scenarios in a Q&A segment, providing insights into common retirement challenges and solutions.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/  or call 888.919.0022

 

See omnystudio.com/listener for privacy information.

In this episode of Prosperity Playbook, Gary Nolan and Nicole Gibbs discuss the importance of financial planning for couples, especially regarding retirement savings. They explore various strategies for maximizing retirement options, the significance of regular financial checkups, and the need for clear communication about finances in relationships. The conversation also covers investment clutter, insurance needs, estate planning, and actionable steps to enhance retirement savings. Additionally, they address real-life scenarios in a Q&A segment, providing insights into common retirement challenges and solutions.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/  or call 888.919.0022

 

See omnystudio.com/listener for privacy information.

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.

In this episode of Prosperity Playbook, hosts Gary Nolan and Nicole Gibbs discuss the financial implications of finding love later in life, particularly for older couples. They explore the importance of financial planning, including the role of adult children, the necessity of prenuptial agreements, and the complexities of Medicare and tax implications. The conversation also delves into unique retirement strategies, listener questions, and practical financial advice for navigating retirement and healthcare costs.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/  or call 888.919.0022

See omnystudio.com/listener for privacy information.

In this episode of Prosperity Playbook, hosts Gary Nolan and Nicole Gibbs discuss the financial implications of finding love later in life, particularly for older couples. They explore the importance of financial planning, including the role of adult children, the necessity of prenuptial agreements, and the complexities of Medicare and tax implications. The conversation also delves into unique retirement strategies, listener questions, and practical financial advice for navigating retirement and healthcare costs.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/  or call 888.919.0022

See omnystudio.com/listener for privacy information.

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.

In this episode of Prosperity Playbook, Necole Gibbs and Gary Nolan discuss the essential aspects of estate planning, including common pitfalls, the importance of beneficiary designations, and the impact of taxes. They emphasize the need for proactive planning to avoid financial pitfalls, especially in the event of incapacity or the loss of a spouse. The conversation also touches on the emotional aspects of retirement and the importance of having a clear plan in place. Listeners are encouraged to seek professional advice to navigate these complex issues effectively.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/  or call 888.919.0022

See omnystudio.com/listener for privacy information.

In this episode of Prosperity Playbook, Necole Gibbs and Gary Nolan discuss the essential aspects of estate planning, including common pitfalls, the importance of beneficiary designations, and the impact of taxes. They emphasize the need for proactive planning to avoid financial pitfalls, especially in the event of incapacity or the loss of a spouse. The conversation also touches on the emotional aspects of retirement and the importance of having a clear plan in place. Listeners are encouraged to seek professional advice to navigate these complex issues effectively.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/  or call 888.919.0022

See omnystudio.com/listener for privacy information.

Staying Active in Retirement with Continuing Education with Special Guest Anne Rogalski from the University of Wisconsin–Stevens Point to talk about their Continuing Education and Outreach program.

Phone: 715-346-3838

Email: [email protected]

Web: www.uwsp.edu/conted