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

What can retirees learn from Warren Buffett stepping away at 95? In this episode, Neil Henry revisits the timeless investing principles behind Buffett’s success and how they apply to retirement planning today. The conversation explores why long-term ownership of quality investments often outperforms chasing trends, and how emotional decision-making can derail even the best intentions. Neil also explains the critical shift from accumulation to distribution and why protecting assets becomes just as important as growing them. It’s a practical look at building a plan, staying disciplined through market swings, and aligning your strategy with your stage of life.

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 can retirees learn from Warren Buffett stepping away at 95? In this episode, Neil Henry revisits the timeless investing principles behind Buffett&rsquo;s success and how they apply to retirement planning today. The conversation explores why long-term ownership of quality investments often outperforms chasing trends, and how emotional decision-making can derail even the best intentions. Neil also explains the critical shift from accumulation to distribution and why protecting assets becomes just as important as growing them. It&rsquo;s a practical look at building a plan, staying disciplined through market swings, and aligning your strategy with your stage of life.
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 Can Warren Buffett Teach You About Retirement?

What happens to your retirement plan when “we” suddenly becomes “me”? In this episode of Regarding Retirement, Neil Henry explores the growing reality of solo aging and why planning for it is no longer optional. He discusses how losing a spouse can impact income streams, Social Security, pensions, and daily decision-making—and why proactive planning matters long before it’s needed. The conversation also highlights overlooked details like outdated estate plans, beneficiary designations, and long-term care considerations. It’s a practical look at how to prepare for independence while protecting financial stability later in life

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 happens to your retirement plan when &ldquo;we&rdquo; suddenly becomes &ldquo;me&rdquo;? In this episode of Regarding Retirement, Neil Henry explores the growing reality of solo aging and why planning for it is no longer optional. He discusses how losing a spouse can impact income streams, Social Security, pensions, and daily decision-making&mdash;and why proactive planning matters long before it&rsquo;s needed. The conversation also highlights overlooked details like outdated estate plans, beneficiary designations, and long-term care considerations. It&rsquo;s a practical look at how to prepare for independence while protecting financial stability later in life
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 Happens When “We” Turns Into “Me” in Retirement?

Is using your retirement savings to buy a home solving today’s problem or creating tomorrow’s? In this episode, Neil Henry explores a proposal allowing penalty-free 401(k) withdrawals for home purchases and what it could mean for long-term financial security. He breaks down the trade-offs between homeownership and retirement savings, including taxes, lost compounding growth, and the risks of delaying future goals. The conversation also highlights generational challenges, rising home prices, and alternative strategies to build wealth without jeopardizing retirement. It’s a practical look at balancing short-term opportunities with long-term financial outcomes.

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 using your retirement savings to buy a home solving today&rsquo;s problem or creating tomorrow&rsquo;s? In this episode, Neil Henry explores a proposal allowing penalty-free 401(k) withdrawals for home purchases and what it could mean for long-term financial security. He breaks down the trade-offs between homeownership and retirement savings, including taxes, lost compounding growth, and the risks of delaying future goals. The conversation also highlights generational challenges, rising home prices, and alternative strategies to build wealth without jeopardizing retirement. It&rsquo;s a practical look at balancing short-term opportunities with long-term financial outcomes.
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>

The Tax Changes No Retiree Can Ignore in 2026

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