🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net

What's new in 2026 for retirees & pre-retirees? John covers several updates that could quietly impact your cash flow, taxes, and savings strategy. A quick review now can help make sure changes in 2026 work with your plan, not against it. Discover actionable reminders and why your next steps matter more than ever.

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

🧭 2026 Overview – Key retirement-related changes for the year

📈 COLA & Medicare – Social Security increases offset by premiums

🧾 Social Security Taxes – Senior deduction impacts taxability

📊 Catch-Up Savings – Higher contribution limits for older workers

🔁 Secure Act 2.0 – Roth rules reshape contribution strategies

Get in touch:

Phone: 661-775-3704

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