💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet

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Most year-end tax advice is generic... max out your 401(k), bunch your deductions, donate to charity.

But for diligent retirement savers with healthy nest eggs, the real opportunities are more nuanced.

In this episode, I break down three tax strategies that can help you avoid overpaying the IRS and reduce your lifetime tax bill.

You'll learn how to evaluate whether each move makes sense for your situation, so you're making informed decisions rather than chasing aimless deductions.

If you're nearing retirement or already there, this episode will help you close out the year with a clearer tax picture and a smarter plan for the years ahead.

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📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, we've have helped hundreds of families across the U.S. plan smarter retirements—from tax strategies and investments to income and legacy planning.

The result?

Less stress. Lower taxes. More confidence about the future.

If you're looking for clarity and a proven, personalized process, we'd be honored to have a conversation.

👉 Click Here to Schedule a Call

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EPISODE RESOURCES:

→ Download the 2026 Tax Cheat Sheet

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Learn About the Total Retirement System™

→ Careers at Define Financial

The Oracle of Omaha is officially "going quiet."

In a rare and deeply personal announcement, Warren Buffett published what appears to be his final press release to shareholders.

This episode isn't about taxes, investing, or the latest market headlines.

It's about how one of the most successful investors of all time is thinking about money, family, aging, and what actually matters when the scoreboard stops moving.

In this Thanksgiving special, I break down:

▶ Why he chose to say this now (at age 95!)

▶ What retirement savers and investors can learn from his message

▶ How his parting wisdom can change the way you use your time and wealth

If you've ever wondered what your future self might wish you'd paid more attention to today, this conversation is for you.

Tune in for the deeper meaning behind Buffett's Thanksgiving sign-off ("yes, even the jerks") and what it reveals about redefining success in the second half of life.

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📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, we've have helped hundreds of families across the U.S. plan smarter retirements—from tax strategies and investments to income and legacy planning.

The result?

Less stress. Lower taxes. More confidence about the future.

If you're looking for clarity and a proven, personalized process, we'd be honored to have a conversation.

👉 Click Here to Schedule Your FREE Strategy Session

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Learn About the Total Retirement System™

"Just buy the index." It's the simple advice that built your wealth and got you to the finish line.

But here's what often gets overlooked:

The strategy that got you to retirement won't necessarily keep you there.

When you switch from saving to spending, the math changes.

Suddenly, relying on a "simple" S&P 500 strategy exposes you to risks that didn't matter when you had a paycheck.

In this episode, we cover:

▶ The Simplicity Trap: Why "decision fatigue" lures smart retirees into risky, overly concentrated portfolios.

▶ S&P 500 Reality Check: Why the "safe" default option is actually dangerous for your retirement income.

▶ The "Flatline" Defense: How to build a retirement portfolio that protects your purchasing power during downturns.

▶ Beyond Investing: How to align your investments, taxes, and legacy for true peace of mind.

If you are approaching retirement and wondering if your "set it and forget it" strategy is enough to last a lifetime this episode is for you.

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📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, my team and I have helped hundreds of families across the U.S. plan smarter retirements—from tax strategies and investments to income and legacy planning.

The result?

Less stress. Lower taxes. More confidence about the future.

If you're looking for clarity and a proven, personalized process, we'd be honored to have a conversation.

👉 Click Here to Schedule Your FREE Strategy Session

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Learn About the Total Retirement System™