Taxes can quietly reshape retirement faster than most people expect. In this episode of The Retirement Key, recorded from this past weekend’s radio show, Abe Abich breaks down why popular strategies like Roth conversions aren’t always a slam dunk anymore. The conversation explores how taxes, Medicare premiums, Social Security, income planning, and healthcare costs intersect—and how small income changes can trigger big financial consequences. Real-world retirement scenarios highlight why coordination, timing, and flexibility matter when protecting income, managing risk, and planning for the unexpected in retirement.

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Taxes can quietly reshape retirement faster than most people expect. In this episode of The Retirement Key, recorded from this past weekend&rsquo;s radio show, Abe Abich breaks down why popular strategies like Roth conversions aren&rsquo;t always a slam dunk anymore. The conversation explores how taxes, Medicare premiums, Social Security, income planning, and healthcare costs intersect&mdash;and how small income changes can trigger big financial consequences. Real-world retirement scenarios highlight why coordination, timing, and flexibility matter when protecting income, managing risk, and planning for the unexpected in retirement.
Schedule your complimentary appointment today: <a href="https://abichfinancial.com/contact/">TheRetirementKey.com</a>
&nbsp;
Get a free copy of Abe&rsquo;s book: <a href="https://abichfinancial.com/book/">The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@Abichfinancial/videos">YouTube</a> | <a href="https://www.instagram.com/abichfinancial/">Instagram</a> | <a href="https://www.facebook.com/AbichFinancialServices">Facebook</a> | <a href="https://www.linkedin.com/company/abich-financial-services/">LinkedIn</a>

The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning.

Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges.

Subscribe today and empower yourself to make financial decisions for a more fulfilling retirement journey.

Begin your personalized retirement conversation, and gain a deeper understanding of your financial path, at AbichFinancial.com

Learn more about Abe and the Abich Financial team on Facebook, Instagram, LinkedIn and YouTube!

The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning.
Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges.
Subscribe today and empower yourself to make financial decisions for a more fulfilling retirement journey.
Begin your personalized retirement conversation, and gain a deeper understanding of your financial path, at <a href="https://bit.ly/46mQL2t">AbichFinancial.com</a>
Learn more about Abe and the Abich Financial team on <a href="https://www.facebook.com/AbichFinancialServices">Facebook</a>, <a href="https://www.instagram.com/abichfinancial/">Instagram</a>, <a href="https://www.linkedin.com/company/abich-financial-services/">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCYVsoE-9n4_FhEN_Da77MEQ">YouTube</a>!

The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement.

The Retirement Key

When Smart Tax Moves Backfire in Retirement

Your Social Security check went up—but so did your Medicare costs. In this episode of The Retirement Key, Abe Abich breaks down the key Social Security and Medicare changes for 2026, from the new COLA increase and full retirement age rules to higher Medicare premiums, IRMAA surcharges, and prescription drug pricing updates. Abe explains how these shifts connect to taxes, income planning, and retirement timing, and why small details can have an outsized impact on your long-term plan. A clear, practical overview of what retirees and near-retirees need to know now.

 

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Your Social Security check went up&mdash;but so did your Medicare costs. In this episode of The Retirement Key, Abe Abich breaks down the key Social Security and Medicare changes for 2026, from the new COLA increase and full retirement age rules to higher Medicare premiums, IRMAA surcharges, and prescription drug pricing updates. Abe explains how these shifts connect to taxes, income planning, and retirement timing, and why small details can have an outsized impact on your long-term plan. A clear, practical overview of what retirees and near-retirees need to know now.
&nbsp;
Schedule your complimentary appointment today: <a href="https://abichfinancial.com/contact/">TheRetirementKey.com</a>
&nbsp;
Get a free copy of Abe&rsquo;s book: <a href="https://abichfinancial.com/book/">The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@Abichfinancial/videos">YouTube</a> | <a href="https://www.instagram.com/abichfinancial/">Instagram</a> | <a href="https://www.facebook.com/AbichFinancialServices">Facebook</a> | <a href="https://www.linkedin.com/company/abich-financial-services/">LinkedIn</a>

Your Benefits Went Up—So Why Does It Feel Like You’re Paying More? 

So you want to retire in 2026—despite market swings, headlines, and uncertainty. Financial advisor Abe Abich breaks down seven practical retirement moves being discussed across the industry and explains how they hold up in the real world. From moving beyond outdated rules to building income, managing taxes, preparing for healthcare, and planning for life beyond work, this episode focuses on the decisions that shape the early years of retirement. It’s a grounded conversation about flexibility, preparation, and building a retirement plan designed to adapt as life changes.

 

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

So you want to retire in 2026&mdash;despite market swings, headlines, and uncertainty. Financial advisor Abe Abich breaks down seven practical retirement moves being discussed across the industry and explains how they hold up in the real world. From moving beyond outdated rules to building income, managing taxes, preparing for healthcare, and planning for life beyond work, this episode focuses on the decisions that shape the early years of retirement. It&rsquo;s a grounded conversation about flexibility, preparation, and building a retirement plan designed to adapt as life changes.
&nbsp;
Schedule your complimentary appointment today: <a href="https://abichfinancial.com/contact/">TheRetirementKey.com</a>
&nbsp;
Get a free copy of Abe&rsquo;s book: <a href="https://abichfinancial.com/book/">The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@Abichfinancial/videos">YouTube</a> | <a href="https://www.instagram.com/abichfinancial/">Instagram</a> | <a href="https://www.facebook.com/AbichFinancialServices">Facebook</a> | <a href="https://www.linkedin.com/company/abich-financial-services/">LinkedIn</a>

Retiring in 2026? Seven Moves That Matter More Than the Headlines

Markets are hitting all‑time highs while headlines swirl with uncertainty—so what does that mean if retirement is on the horizon? From inflation concerns to market volatility, Abe Abich breaks down how today’s instability impacts people nearing or already in retirement. This episode, taken from this past weekend’s radio show, explores real‑world scenarios, common planning mistakes, and the importance of having a clear income and risk strategy as you transition from accumulation to retirement. It’s a grounded conversation focused on confidence, flexibility, and protecting what you’ve built amid unpredictable times.

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Markets are hitting all‑time highs while headlines swirl with uncertainty&mdash;so what does that mean if retirement is on the horizon? From inflation concerns to market volatility, Abe Abich breaks down how today&rsquo;s instability impacts people nearing or already in retirement. This episode, taken from this past weekend&rsquo;s radio show, explores real‑world scenarios, common planning mistakes, and the importance of having a clear income and risk strategy as you transition from accumulation to retirement. It&rsquo;s a grounded conversation focused on confidence, flexibility, and protecting what you&rsquo;ve built amid unpredictable times.
Schedule your complimentary appointment today: <a href="https://abichfinancial.com/contact/">TheRetirementKey.com</a>
&nbsp;
Get a free copy of Abe&rsquo;s book: <a href="https://abichfinancial.com/book/">The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@Abichfinancial/videos">YouTube</a> | <a href="https://www.instagram.com/abichfinancial/">Instagram</a> | <a href="https://www.facebook.com/AbichFinancialServices">Facebook</a> | <a href="https://www.linkedin.com/company/abich-financial-services/">LinkedIn</a>

When Smart Tax Moves Backfire in Retirement

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