Big tax shifts are landing in 2026, and they could reshape how retirees manage income, investments, and long‑term planning. In this episode, financial advisor Neil Henry breaks down the new standard deduction amounts, updated tax brackets, and what seniors should understand about RMDs as withdrawal percentages rise with age. He also sheds light on capital gains thresholds and why today’s lower tax environment may offer strategic opportunities. This conversation lays out what’s changing and how retirees can stay prepared as the rules evolve.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

Big tax shifts are landing in 2026, and they could reshape how retirees manage income, investments, and long‑term planning. In this episode, financial advisor Neil Henry breaks down the new standard deduction amounts, updated tax brackets, and what seniors should understand about RMDs as withdrawal percentages rise with age. He also sheds light on capital gains thresholds and why today&rsquo;s lower tax environment may offer strategic opportunities. This conversation lays out what&rsquo;s changing and how retirees can stay prepared as the rules evolve.
Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at&nbsp;<a href="https://www.henryandassociates.net/">HenryAndAssociates.net</a>

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.

That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.
That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

Regarding Retirement

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.
That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

The Tax Changes No Retiree Can Ignore in 2026

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Can a retirement plan reduce stress, or does stress reveal the gaps in your retirement plan? In this episode of Regarding Retirement, Neil Henry explores the factors we can and cannot control as we age, from genetics and health to income and financial preparedness. Neil discusses the impact of stress on retirement, the importance of budgeting, planning for inflation and healthcare costs, and why creating reliable income streams can help retirees feel more comfortable spending the money they've worked hard to save. It's a thoughtful conversation about balancing preparation, flexibility, and enjoyment throughout retirement.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

Can a retirement plan reduce stress, or does stress reveal the gaps in your retirement plan? In this episode of Regarding Retirement, Neil Henry explores the factors we can and cannot control as we age, from genetics and health to income and financial preparedness. Neil discusses the impact of stress on retirement, the importance of budgeting, planning for inflation and healthcare costs, and why creating reliable income streams can help retirees feel more comfortable spending the money they've worked hard to save. It's a thoughtful conversation about balancing preparation, flexibility, and enjoyment throughout retirement.
Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at&nbsp;<a href="https://www.henryandassociates.net/">HenryAndAssociates.net</a>

Why Do Some Retirees Enjoy Their Money While Others Fear Spending It?

What keeps retirees awake at night: running out of money or facing an unexpected health crisis? In this episode of Regarding Retirement, Neil Henry explores the two biggest concerns that follow many people into retirement and why the amount in your portfolio may not be the real source of anxiety. Neil discusses the importance of planning for healthcare costs, long-term care needs, and life's unexpected twists, while sharing how experience and personalized guidance can help retirees prepare for the "what ifs." It's a conversation about the difference between worrying, planning, and finding confidence in the years ahead.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

What keeps retirees awake at night: running out of money or facing an unexpected health crisis? In this episode of Regarding Retirement, Neil Henry explores the two biggest concerns that follow many people into retirement and why the amount in your portfolio may not be the real source of anxiety. Neil discusses the importance of planning for healthcare costs, long-term care needs, and life's unexpected twists, while sharing how experience and personalized guidance can help retirees prepare for the "what ifs." It's a conversation about the difference between worrying, planning, and finding confidence in the years ahead.
Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at&nbsp;<a href="https://www.henryandassociates.net/">HenryAndAssociates.net</a>

What's Keeping You Up at Night About Retirement?

Is the American Dream still attainable or is it becoming harder to reach? In this episode, Neil Henry explores the rising cost of a “comfortable retirement” and why having a clear plan matters more than ever. The conversation breaks down the realities behind lifetime financial needs, the role of income versus savings, and how unexpected life events can quickly reshape your financial picture. Neil also highlights the importance of building backup plans, preparing for healthcare costs, and thinking long-term, not just about retirement, but about protecting loved ones along the way. It’s a thoughtful look at how planning ahead can help navigate uncertainty and keep your financial goals within reach.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

Is the American Dream still attainable or is it becoming harder to reach? In this episode, Neil Henry explores the rising cost of a &ldquo;comfortable retirement&rdquo; and why having a clear plan matters more than ever. The conversation breaks down the realities behind lifetime financial needs, the role of income versus savings, and how unexpected life events can quickly reshape your financial picture. Neil also highlights the importance of building backup plans, preparing for healthcare costs, and thinking long-term, not just about retirement, but about protecting loved ones along the way. It&rsquo;s a thoughtful look at how planning ahead can help navigate uncertainty and keep your financial goals within reach.
Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at <a href="https://www.henryandassociates.net/">HenryAndAssociates.net</a>

The Tax Changes No Retiree Can Ignore in 2026

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