Uploaded September 2026 | Updated September 2026, 2 weeks ago
Retirement planning may need a major rethink as longer lifespans and earlier retirement stretch what was once a standard 30-year retirement into 40 years or more. Bo and Rebie explain how longevity risk, inflation, bear markets, healthcare expenses, required minimum distributions, Social Security taxes, Medicare IRMAA surcharges, and the widow’s tax can affect your retirement income. Plus, learn how tax diversification, the three-bucket strategy, HSA investing, and strategic Roth conversions can help create a more resilient retirement plan. If you’re wondering how much you need to retire, when to retire, or how to make retirement savings last, this is where to start.
🔗 Know Your Number Tool → moneyguy.com/tool/know-your-number
🔗 The Money Guy Guide to Retirement → moneyguy.com/resource/the-money-guy-guide-to-retirement
🔗 Retirement – Money Guy’s Ultimate Guide → moneyguy.com/guide/retirement
🔗 Money Guy’s Top Tax Planning Strategies → moneyguy.com/guide/taxes
🔗 How Much Should You Save? → moneyguy.com/resource/how-much-to-save
🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.
Jump start your journey with our FREE financial resources: moneyguy.com/resources
Subscribe on YouTube for early access and go beyond the podcast: youtube.com/c/MoneyGuyShow?sub_confirmation=1
Connect with us on social media for more content: moneyguy.com/link-in-bio
Take the relationship to the next level and become a client: moneyguy.com/become-a-client
#WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom
Retirement planning may need a major rethink as longer lifespans and earlier retirement stretch what was once a standard 30-year retirement into 40 years or more. Bo and Rebie explain how longevity risk, inflation, bear markets, healthcare expenses, required minimum distributions, Social Security taxes, Medicare IRMAA surcharges, and the widow’s tax can affect your retirement income. Plus, learn how tax diversification, the three-bucket strategy, HSA investing, and strategic Roth conversions can help create a more resilient retirement plan. If you’re wondering how much you need to retire, when to retire, or how to make retirement savings last, this is where to start.
🔗 Know Your Number Tool → moneyguy.com/tool/know-your-number
🔗 The Money Guy Guide to Retirement → moneyguy.com/resource/the-money-guy-guide-to-retirement
🔗 Retirement – Money Guy’s Ultimate Guide → moneyguy.com/guide/retirement
🔗 Money Guy’s Top Tax Planning Strategies → moneyguy.com/guide/taxes
🔗 How Much Should You Save? → moneyguy.com/resource/how-much-to-save
🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.
Jump start your journey with our FREE financial resources: moneyguy.com/resources
Subscribe on YouTube for early access and go beyond the podcast: youtube.com/c/MoneyGuyShow?sub_confirmation=1
Connect with us on social media for more content: moneyguy.com/link-in-bio
Take the relationship to the next level and become a client: moneyguy.com/become-a-client
#WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom
