#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
About this episode
Andy and Jonathan Vance discuss current market opportunities, tax updates for 2026, and important questions to ask financial advisors.
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Given current world affairs and their impacts on the markets, should you do anything different with your investments, or are there any other planning opportunities to consider ( 14:20 )Tax updates for 2026, and some recap of tax takeaways for 2025 now that the 2025 tax return season is mostly behind u...
People in this episode
Host: Andy Panko
Guest: Jonathan Vance
Topics covered
- current market environment
- tax updates
- retirement planning
- investment strategies
- financial planning
Keywords
- retirement planning
- market opportunities
- tax updates
- investment strategies
- financial advice
Mentioned in this episode
Organizations: Vance Financial Planning
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