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
What’s Different About 2026 for Retirees and Pre-Retirees
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Liz Whitteberry
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What does 2026 mean for retirees and those approaching retirement? In this episode, Liz breaks down the key financial changes that could quietly reshape your retirement plan in the year ahead. From Social Security cost-of-living adjustments and rising Medicare premiums to higher retirement contribution limits, these small shifts can have a surprisingly big impact on your cash flow, taxes, and long-term strategy.
Here’s some of what we discuss in today’s show:
- Social Security’s 2026 COLA and why it may not keep up with retiree inflation
- Medicare Part B and Medigap premium increases
- Who benefits most from the expanded senior tax deduction
- New retirement contribution limits and late-career catch-up opportunities
- Why where you save matters just as much as how much you save
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