Big changes are quietly reshaping retirement planning in 2026—and missing them could be costly. In this episode of Smart Money Moves, Keith Collins breaks down how current tax rules, market volatility, inflation, and longevity risk intersect for retirees and pre‑retirees right now. The conversation explores Roth conversions, gifting strategies, portfolio rebalancing, required minimum distributions, and why emotional decision‑making matters just as much as math. Keith also explains where technology and AI tools help—and where human guidance remains essential—when building a confident, adaptable retirement plan for the year ahead

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

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Big changes are quietly reshaping retirement planning in 2026&mdash;and missing them could be costly. In this episode of Smart Money Moves, Keith Collins breaks down how current tax rules, market volatility, inflation, and longevity risk intersect for retirees and pre‑retirees right now. The conversation explores Roth conversions, gifting strategies, portfolio rebalancing, required minimum distributions, and why emotional decision‑making matters just as much as math. Keith also explains where technology and AI tools help&mdash;and where human guidance remains essential&mdash;when building a confident, adaptable retirement plan for the year ahead
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When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
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Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!

On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.

Start streaming now and subscribe to never miss an episode drop!

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!
On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.
Start streaming now and subscribe to never miss an episode drop!