Here’s what we cover in this episode:

📅 2026 Updates – Key changes affecting retirees and pre-retirees

💸 COLA & Medicare – Benefit increases offset by rising premiums

🧾 Senior Deduction – New tax breaks creating planning opportunities

🚀 Catch-Up Savings – Higher contribution limits for late-career workers

💼 Taxes & HSAs – Additional changes impacting health and tax strategy

Your Guide:

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

What’s new in 2026 for retirees and pre-retirees? Retirement rules are changing, and your future could look different in 2026. Tune in to discover what’s new and how the latest shifts might impact your financial strategy. Scott also shares what’s driving conversations on benefits, taxes, and smart savings moves.

Dive Into This Episode:

0:00 – Intro

2:35 – Cost-of-Living Adjustment (COLA)

3:46 – Medicare Premium Changes

4:57 – Additional Tax Deduction for Seniors

8:55 – Catch-up Contributions

12:07 – Final Thoughts