4th Quarter Countdown: Smart Moves for Retirees in 2026
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4th Quarter Countdown: Smart Moves for Retirees in 2026
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The fourth quarter is when a lot of financial planning opportunities start running out of runway. In this episode, Don walks through the year-end decisions retirees should be reviewing while there is still time to make adjustments. The bigger theme is focusing less on unpredictable headlines and more on the parts of your financial life you can actually control. Because January is a frustrating time to discover what you should have handled in December.
Here’s some of what we discuss in this episode:
📰 Market Headlines: Keep news from driving decisions
🧾 Tax Planning: Review opportunities before year-end
🔄 Roth Conversions: Evaluate multi-year tax strategies
💼 Retirement Contributions: Check progress before deadlines
📅 RMDs: Complete required distributions on time
❤️ Charitable Giving: Coordinate year-end giving strategies
🏥 Medicare: Review coverage before auto-renewing
Get in touch with Don and learn more: https://doncashpodcast.com/