Retirement GPS Radio (Senior Retirement and Income Solutions)

In this episode of Retirement GPS Radio, we dive into 5 high-level social security updates for 2026 and how they impact your social security decisions.
Through a case study, we explore how to make your social security potentially tax-free as well as leaving nearly 3X more to heirs while not sacrificing current life style.

When creating a retirement strategy, remember the acronym P.L.A.N.
Predictability - value predictability over potential
Low-correlation - strive include strategies and asset classes that do not require the market to perform in order for you to succeed
Alignment - ensure that each component of you strategy reinforces and compliments the others rather than (unknowingly) creating friction
Net-income - choosing tax-free/efficient strategies in place of tax-deferred/hostile strategies can be the difference between a retirement of plenty and one of scarcity
Also, follow along in our case study where we demonstrate P.L.A.N. in action and create 5 streams of tax-free income while increasing potential net-spendable income by 59%.

Major updates and impacts are happening in the retirement landscape. Social Security cost of living adjustments, Medicare premium increases, IRMAA surcharge increases, and new taxes. How are you affected, and how you best navigate the landmines? We also explore how create a guaranteed tax-free foundation of income throughout retirement that avoid social security taxation and IRMAA surcharges on Medicare.