Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Ep. 65 Understanding the 2026 401(k) Rule Changes: What Savers Need to Know
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In this episode of Not Just Numbers, Mike and Madison unpack the major retirement plan updates arriving in 2026. They break down new 401(k) contribution limits, expanded catch-up opportunities, and the significant shift to Roth-only catch-up contributions for higher earners. They explain who will be most affected, how these changes could impact taxes and take-home pay, and what steps savers can take now to prepare. Whether you’re approaching retirement, maximizing savings in your peak earning years, or simply trying to stay ahead of policy changes, this conversation helps you make sense of what’s coming and how to navigate it with confidence.
