Hi Jan,
I want to send a special thank you to everyone that attended my Tax Planning for Retirement in 2026 webinar earlier this week! We had over 1000 attendees live and I was very excited to see how active and engaging the chat was throughout my presentation. It just reminds me how incredible our community is and led me and our team to switch things up just a bit!
I've decided to make the full replay available on the Retire With Style YouTube channel! That is not something we typically do, but given the timing and the connection to the new edition of the book, it felt like the right choice. So if you were unable to join us, please check it out! I will include a link below.
The article and podcast episode this week build on the same foundation. They focus on what actually sits underneath a durable retirement income plan, how essential and discretionary goals differ, and why aligning income strategies with those priorities can make retirement feel more stable and less stressful.
| | | | What are the Foundations of Retirement Income Planning? Most retirement income plans don’t fail because the math was wrong. They failed because the plan depended on assumptions that no longer felt reliable once retirement began. While this may be the norm, a more durable approach to retirement income planning is to shift away from assumption-based projections and instead think in terms of a balance sheet, evaluating your assets and liabilities.
By Retirement Researcher | | | | Balancing Insurance and Investments in Retirement Planning Retirement income planning is one of the most important challenges in financial services today. People are living longer, traditional pensions are less common, and Social Security alone often does not provide enough to cover the lifestyle many retirees hope to maintain. The responsibility now falls on individuals to turn their accumulated savings into a reliable stream of income that can last for decades.
By McLean Asset Management
| | | | YouTube: Tax Planning for Retirement in 2026 Replay Taxes play a major role in how much of your retirement savings you actually get to spend. In this session, you’ll learn how tax maps can help you make smarter decisions about Roth conversions and long-term capital gains harvesting, especially in light of new tax legislation enacted in July 2025. This will guide your understanding of the content in Chapter 10 of the Retirement Planning Guidebook.
| | | | Retirement Without Guesswork: The Four L's and Funded Ratio Strategy
In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational building blocks of retirement income planning. They discuss the Four L’s framework, the difference between essential and discretionary goals, and how those distinctions influence investment and income decisions. The conversation focuses on creating a plan that feels resilient in practice, not just sound on paper.
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