Dates to Remember for the New Year

About this episode

Mindy discusses important financial dates for 2026 and Nolan shares strategies to optimize retirement income.

2026 is underway, and Mindy takes a look at all the important dates throughout the year that you need to remember regarding various financial events, including taking RMDs, paying taxes, Medicare Open Enrollment and more. Later Nolan revisits ways you can optimize your retirement income using various strategies and methods to help make your money last. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

People in this episode

Hosts: Mindy McIntosh, Nolan McIntosh

Topics covered

• financial planning
• retirement income
• important financial dates
• RMDs
• taxes
• Medicare Open Enrollment

Keywords

• financial events
• retirement strategies
• RMDs
• tax planning
• Medicare
• income optimization

Mentioned in this episode

Organizations: McIntosh and Associates, AE Wealth Management, LLC

Places: Freeland, Michigan

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