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Are you ready for 2026, or is your retirement plan stuck in last year’s checklist? On Jacksonville’s Retirement Coach, Adam Wolf shares essential end-of-year strategies to help you maximize tax advantages, avoid costly RMD mistakes, and make smart portfolio moves before the calendar flips. From Roth conversions to charitable giving and tax-loss harvesting, this episode breaks down what matters most for your financial future. Whether you’re self-managing or working with an advisor, discover practical steps to finish the year strong and start the next chapter with confidence.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

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Are you ready for 2026, or is your retirement plan stuck in last year&rsquo;s checklist? On Jacksonville&rsquo;s Retirement Coach, Adam Wolf shares essential end-of-year strategies to help you maximize tax advantages, avoid costly RMD mistakes, and make smart portfolio moves before the calendar flips. From Roth conversions to charitable giving and tax-loss harvesting, this episode breaks down what matters most for your financial future. Whether you&rsquo;re self-managing or working with an advisor, discover practical steps to finish the year strong and start the next chapter with confidence.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device!

Each new episode will cover key areas of financial and retirement planning, from investment management to insurance planning and beyond. Adam’s goal is to bring greater understanding to your current financial situation and a better education that will enable you to make wiser financial plays that will help YOU score bigger in your retirement.

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device!
Each new episode will cover key areas of financial and retirement planning, from investment management to insurance planning and beyond. Adam’s goal is to bring greater understanding to your current financial situation and a better education that will enable you to make wiser financial plays that will help YOU score bigger in your retirement.

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