Retiring Next Year? Your 2026 Retirement To-Do List

This essential episode is a definitive checklist for anyone planning to retire in 2026, outlining the financial and logistical steps you must take in the next twelve months. We detail critical deadlines for things like Medicare enrollment and Social Security filing, and explain how to finalize your withdrawal strategy to minimize tax impact. Tune in to ensure your final year before retirement is structured, stress-free, and financially sound.