Episode Details

A new year doesn’t just bring new headlines, it brings new rules that can quietly impact your money. Phil walks through the most important financial changes coming in 2026, and shares what you need to know if you want to start the new year informed instead of surprised.

Here’s some of what we discuss in this episode:

📈 COLA & Inflation: What the Social Security adjustment really means

🏥 Medicare Costs: Premium increases and the give-and-take effect

🧾 Senior Deductions: New opportunities for Roth conversions

🏛️ SALT Deduction: Expanded limits and who benefits most

❤️ Charitable Giving: New above-the-line deductions

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