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In this episode of Five Minute Finance, CFP® Mike Morton and Matt Robison walk through 10 smart tax-saving strategies for 2026, from maximizing retirement accounts and using HSAs to capital loss harvesting, 529 planning, small business strategies, and income timing. Rather than overwhelming listeners, they present a practical “buffet” approach — choose one idea, take a five-minute action step, and keep more of what you earn without overcomplicating your financial life.
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
By Mike Morton, CFP®, RLP®, ChFC®4.8
2121 ratings
In this episode of Five Minute Finance, CFP® Mike Morton and Matt Robison walk through 10 smart tax-saving strategies for 2026, from maximizing retirement accounts and using HSAs to capital loss harvesting, 529 planning, small business strategies, and income timing. Rather than overwhelming listeners, they present a practical “buffet” approach — choose one idea, take a five-minute action step, and keep more of what you earn without overcomplicating your financial life.
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

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