『The 2026 Retirement Roadmap: 5 Tips to Bulletproof Your Future』のカバーアート

The 2026 Retirement Roadmap: 5 Tips to Bulletproof Your Future

The 2026 Retirement Roadmap: 5 Tips to Bulletproof Your Future

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概要

 Hosted by Todd "MJ" Schnitt, this episode features Steve and Elizabeth Holland of The Holland Group Retirement Wealth Advisors. As we kick off 2026, the Hollands break down five essential pre-retirement "stress tests" to ensure your "pile of money" actually translates into a lifelong, sustainable paycheck. From navigating a Dow that's nearing 50,000 to avoiding the "certified putz accountant" traps, this show is a masterclass in modern income architecture.
  • The Timeline Trap: Why saying "I'll retire at 65" isn't a plan—and how the 60% of Americans who are forced to retire early often need 40% more savings than they anticipated.
  • The $15,000 Catch-Up: A look at the 2026 IRS contribution limits and why married couples over 50 are sitting on a massive tax-advantaged opportunity they might be missing.
  • The Dow 50,000 Warning: Why a 20% market correction right before you retire can slash your sustainable income by 30%, and how to de-risk before the "two-minute warning" hits.
  • The Million-Dollar Meltdown: Steve walks through a sobering mathematical reality of how a $1,000,000 portfolio can vanish by age 75, even with "safe" 5% withdrawals, if the sequence of returns is working against you.
  • The "Ex-Wife" Beneficiary Blunder: Why "boring" paperwork beats a catastrophic inheritance nightmare, and why your estate plan needs a refresh every three years.
  • Disinheriting the IRS: A deep dive into QCDs (Qualified Charitable Distributions) and how to handle RMDs (Required Minimum Distributions) so the tax man doesn't become your primary beneficiary.
Contact The Holland Group Retirement Wealth Advisors for a complimentary, no-obligation review by calling (727) 295-3451, or visit AskTheHollands.com to schedule a discovery call at your convenience.
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