What happens when Social Security, taxes, family dynamics, and retirement timing all collide at once? In this episode, Evan Ward breaks down key changes to Social Security for 2026, including the earnings test and how continued work can quietly reduce benefits. He also dives into the great wealth transfer, explaining why families who avoid tough conversations often pay a price later. Finally, Evan walks through retirement like a recipe—highlighting the core ingredients needed to “stick the landing” and transition from saving to spending without letting emotion or politics drive the plan.

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!