Fred covers changes coming in 2026 that need to be considered in retirement planning.  Changes include the extension of the 2017 tax rates, Medicare Part B projected cost hike, a higher estate tax exemption, the mandatory Roth catch-up rule, and a new, higher SALT deduction cap.

 Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

Fred covers changes coming in 2026 that need to be considered in retirement planning.&nbsp; Changes include the extension of the 2017 tax rates, Medicare Part B projected cost hike, a higher estate tax exemption, the mandatory Roth catch-up rule, and a new, higher SALT deduction cap.
&nbsp;Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>
&nbsp;

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

MoneyMattersUSA® with Fred Saide

Changes Coming in the Retirement Universe in 2026

Fred covers considerations of modern retirement and good strategies to meet the challenges.  Some of the challenges discussed include longevity risk and sequence-of-returns risk.  Fred also covers a good approach to savings rates, Social Security claiming, and whether to work longer or not.  Fred referenced an article by Michael Finke on thinkadvisor.com.  We provide a link to that as well as Fred’s websites.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

https://www.thinkadvisor.com/2025/12/11/is-delayed-retirement-bad-for-your-health/

 

Fred covers considerations of modern retirement and good strategies to meet the challenges.&nbsp; Some of the challenges discussed include longevity risk and sequence-of-returns risk.&nbsp; Fred also covers a good approach to savings rates, Social Security claiming, and whether to work longer or not.&nbsp; Fred referenced an article by Michael Finke on thinkadvisor.com.&nbsp; We provide a link to that as well as Fred&rsquo;s websites.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>
<a href="https://www.thinkadvisor.com/2025/12/11/is-delayed-retirement-bad-for-your-health/">https://www.thinkadvisor.com/2025/12/11/is-delayed-retirement-bad-for-your-health/</a>
&nbsp;

Face the Challenges of Modern Retirement

In Episode 226 of Money Matters USA, Fred Saide discusses the critical aspects of retirement planning, emphasizing the importance of early saving, understanding investment risks, and the future of social security. He highlights common mistakes people make, such as withdrawing from retirement accounts early and not accounting for inflation and healthcare costs. The conversation also covers the significance of asset location and tax strategies in retirement planning, providing listeners with valuable insights to secure their financial future.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

In Episode 226 of Money Matters USA, Fred Saide discusses the critical aspects of retirement planning, emphasizing the importance of early saving, understanding investment risks, and the future of social security. He highlights common mistakes people make, such as withdrawing from retirement accounts early and not accounting for inflation and healthcare costs. The conversation also covers the significance of asset location and tax strategies in retirement planning, providing listeners with valuable insights to secure their financial future.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>
&nbsp;

Avoiding Retirement Pitfalls: A Guide

In Episode 225 of Money Matters USA, Fred Saide discusses the common issue of individuals overpaying on their taxes due to a lack of awareness of available opportunities. He emphasizes the importance of separating business and personal finances to maximize tax efficiency. Additionally, he highlights the significance of purposeful rebalancing in financial planning, stressing that rebalancing should be driven by clear goals and mutual understanding between the advisor and the client.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

In Episode 225 of Money Matters USA, Fred Saide discusses the common issue of individuals overpaying on their taxes due to a lack of awareness of available opportunities. He emphasizes the importance of separating business and personal finances to maximize tax efficiency. Additionally, he highlights the significance of purposeful rebalancing in financial planning, stressing that rebalancing should be driven by clear goals and mutual understanding between the advisor and the client.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>
&nbsp;

Changes Coming in the Retirement Universe in 2026

MoneyMattersUSA® with Fred Saide

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MoneyMattersUSA® with Fred Saide

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