Special Announcement and What’s New for Medicare Open Enrollment, Ep #270

Have you been wondering how to best prepare for the end of the tax cuts coming up in 2026? One of our listeners is and they would like to know how Roth conversions should factor into planning for the end of those tax cuts. You might be surprised by my response to her question, so don’t miss out on the listener questions segment today to hear my answer.

If you are Medicare aged you’ll want to pay attention to the Retirement Headlines segment today as we discuss Medicare’s open enrollment period. You’ll learn what changes to pay attention to and why. Make sure to press play to hear what you need to know about Medicare’s open enrollment period, how to plan for the tax cut sunset, and a special announcement regarding the show.

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Outline of This Episode

[3:02] What’s new for Medicare open enrollment
[8:52] How to prepare for the 2026 tax code changes

Look out for the “best of” episodes as we wrap up the end of the year

If you have listened to the show for years, you’ll remember that we run replay episodes for the month of December so that we can take some extra time to spend with family over the holiday season. This year is no different. I’ve got a fantastic list of replays lined up that you’ll want to look out for during this upcoming holiday season. Be on the lookout for these most loved episodes in the coming weeks.

I’ve got a fantastic list of replays lined up that you’ll want to look out for during this upcoming holiday season. Click To Tweet

In the new year, you’ll hear a new format and a special new participant

During this year’s break, I won’t just be resting with family, I’ll also be cooking up new content and format ideas based on your feedback from the annual listener survey.

When we come back in the new year, we’ll have exciting new changes in store for you. First, you’ll hear from our new Lead Advisor, Bret Mulvaney in the listener questions segment and more.

Bret has 15 years of experience as a financial advisor and deep experience in income tax and estate planning. He’ll also be attending continuing education conferences around the country and will return with the knowledge to pass on to all of us. You won’t want to miss out on his takeaways from these valuable learning opportunities.

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Don’t miss out on the opportunity to take part in the show

The next change involves you! When we return in January, we’ll start a new segment all about non-financial investments. You will have the opportunity to learn from your fellow listeners about investments they’ve made in their own personal development in order to have a better retirement. Keep an eye on our Every Day is Saturday newsletter to see how you can participate and inspire other listeners with your stories. You must be signed up for the newsletter to share your story, so make sure that you’re on the list!

I’m looking forward to bringing these changes along with our regular retirement headlines and listener questions segments to all of you in 2023.