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A new year brings no shortage of market opinions and plenty of noise. Matt shares a grounded perspective on how to think about investing as 2026 takes shape, with an emphasis on preparation over prediction. This episode covers several long-term planning decisions that often get overlooked by pre-retirees and retirees. Tired of reacting to headlines? Tune in for a more thoughtful approach in 2026.
Here’s some of what we discuss in this episode:
📊 2026 Investment Strategy: What to prioritize heading into the year
📈 Market Trends & Expectations: Why diversification still matters
🧾 Tax Planning Lens: Deductions and timing that affect outcomes
💼 Retirement Contributions: Making the most of workplace plans
🏛️ Estate & Legacy Planning: Preparing assets for efficient transfer
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