Full Show: How To Feel Good About Spending in Retirement & Big Changes to Your 2026 Taxes
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📝 Description
The episode addresses the common psychological challenge faced by retirees: transitioning from a saving (accumulation) mindset to comfortably spending their retirement nest egg (distribution mindset). The content explains strategies to overcome the mental barrier associated with seeing retirement account balances decrease over time, allowing retirees to utilize the money accumulated through prior saving efforts. Additionally, the program covers significant potential tax changes scheduled for 2026, providing actionable financial advice. Viewers receive a checklist detailing six key actions to consider before the end of the current year to optimize their potential 2026 tax liability.
The segment also includes a question and answer session where host Wes Moss offers guidance on submitted viewer inquiries regarding personal finance and retirement planning.
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