# Top Planning Insights Financial Professionals Need Going Into 2026

Page: https://stenobird.com/podcast/life-matters-a-penn-mutual-podcast-6569323/top-planning-insights-financial-professionals-need-going-into-2026
Text version: https://stenobird.com/podcast/life-matters-a-penn-mutual-podcast-6569323/top-planning-insights-financial-professionals-need-going-into-2026.md
Podcast: [Life Matters – A Penn Mutual Podcast](https://stenobird.com/podcast/life-matters-a-penn-mutual-podcast-6569323)
Published: 2025-12-17T05:00:00+00:00
Episode link: https://life-matters.simplecast.com/episodes/top-planning-insights-financial-professionals-need-going-into-2026-4ED7S_kh
Audio file: https://dts.podtrac.com/redirect.mp3/injector.simplecastaudio.com/79087568-5691-4ce4-9c8c-be5e5d502b9f/episodes/86b4ffa4-d637-4431-8ca2-0c3d3d1b7083/audio/128/default.mp3?aid=rss_feed&awCollectionId=79087568-5691-4ce4-9c8c-be5e5d502b9f&awEpisodeId=86b4ffa4-d637-4431-8ca2-0c3d3d1b7083&feed=gScCkyVX
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Duration seconds: 2794

## Resource

Bill Bell and Jenna Washatka reflect on the lessons, insights, and stories that defined 2025 for financial professionals.

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## Transcript

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