Am I Ready to Retire in 2026?

About this episode

In this episode, Phil discusses whether listeners are ready to retire in 2026, addressing various financial planning scenarios.

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment We're doing something a little different today. Three listeners wrote in with variations of the same question- am I ready to retire in 2026? Same question, three very different situations, three very different answers. Here’s some of what we discuss in this episode: 📉 Market fears vs retirement reality 🧮 Why “run the math” matters 🏌️ Retiring to something meaningful 🩺 Healthcare gaps before Medicare 💰 Pension timing and vesting decisions For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96 Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome

People in this episode

Host: Phil Putney

Topics covered

• financial planning
• retirement readiness
• market fears
• healthcare gaps
• pension timing

Keywords

• retirement
• financial planning
• market fears
• healthcare
• pension

Mentioned in this episode

Organizations: AFS Wealth Management

Products: The Tax-Smart Retiree

Places: 2026, Medicare

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