Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
2025 Year In Review: What Actually Mattered for Your Money
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Liz Whitteberry
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A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, we’re breaking down the year’s biggest headlines and what they may mean for your plan moving forward.
Here’s some of what we discuss in today’s show:
- Why inflation matters more to retirees than short-term market volatility
- How interest rates and high-yield savings accounts fit into a smart cash strategy
- What recent tax legislation means for long-term tax planning
- How government shutdowns affect retirement income
- Why controlling what you can is the foundation of financial confidence
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