The Best of Refining Retirement Podcast - Tax Changes

The Best of Refining Retirement Podcast - Tax Changes

From The Best of Refining Retirement by Brad Ford

December 17, 2025 · 26 min

About this episode

Dana and Brad discuss recent tax code changes and strategies for designing your fiscal house.

Dana and Brad discuss recent tax code changes as well as designing your fiscal house. Takeaways: Depending on where you live in the U.S. life expectancy can vary up to 8 years. 100 minus your age is a good rule of thumb for how much you should have at risk In the market. Download our FREE helpful resource, “The Value of an Objective Opinion”

People in this episode

Host: Brad Ford

Guest: Dana

Topics covered

  • tax code changes
  • fiscal planning
  • life expectancy
  • investment strategy

Keywords

  • tax changes
  • fiscal house
  • life expectancy
  • investment risk
  • objective opinion

Mentioned in this episode

Places: U.S.

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