2026 & Retirement: What's Ahead for Retirees

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2026 & Retirement: What's Ahead for Retirees

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In this episode, we break down the critical 2.8% Social Security COLA increase and how it stacks up against a projected 10% surge in Medicare Part B premiums. We explore the "sequence of return" risks facing new retirees in today's high-valuation market and why many are shifting from aggressive growth to guaranteed income solutions like annuities. Join us as we provide actionable strategies to navigate 2026’s unique economic landscape, from managing healthcare inflation to optimizing your 401(k) withdrawals for long-term stability.

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