The conversation covers significant upcoming tax changes affecting high earners, particularly regarding catch-up contributions to retirement accounts. It discusses the implications of the 2026 tax law changes, strategies for retirement planning, updates on Social Security, and the importance of understanding healthcare costs in retirement. The hosts emphasize the need for proactive financial planning and share success stories from clients who have benefited from their services.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show