{"podcast":{"title":"Stay Wealthy Retirement Podcast","slug":"stay-wealthy-retirement-podcast-958142","podcast_index_feed_id":958142,"rss_url":"https://staywealthysandiego.libsyn.com/rss","website_url":"https://www.youstaywealthy.com/podcast","image_url":"https://static.libsyn.com/p/assets/c/3/f/9/c3f997f69702bee388c4a68c3ddbc4f2/Stay_Wealthy_Retirement_Podcast_Cover.jpeg","author":"Taylor Schulte, CFP®","episode_count":272,"summary":"Retirement is too important to leave to guesswork, headlines, or conflicting advice. The Stay Wealthy Retirement Show is an award-winning retirement podcast designed to help you make smarter decisions with your money, reduce taxes, invest wisely, and create a retirement income plan you can trust. Want to avoid overpaying the IRS in retirement? Prepare for the next stock market downturn? Optimize retirement timing? Turn your investments into reliable income without second-guessing every decision? You're in the right place. I'm Taylor Schulte, a Certified Financial Planner™ and retirement tax planning expert. Each week, I simplify the biggest retirement planning questions so you can feel more informed, more confident, and better prepared to \"stay wealthy\" in retirement.","last_synced_at":"2026-06-30T18:18:09.175720+00:00","page_url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142"},"episode":{"title":"2026 Tax Changes Explained (Including 2 Rules Causing Confusion)","slug":"2026-tax-changes-explained-including-2-rules-causing-confusion","published_at":"2026-01-13T09:30:00+00:00","page_url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/2026-tax-changes-explained-including-2-rules-causing-confusion","show_page_url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142","url":"https://www.youstaywealthy.com/265","audio_url":"https://traffic.libsyn.com/secure/staywealthysandiego/sw-265-final.mp3?dest-id=513717","summary":"Every January, we go through the same routine. Limits adjust, brackets shift, and most years it's just a quick refresh. But 2026 is different. Sweeping tax legislation passed last summer is introducing some of the biggest changes we've seen in a while. And buried inside those updates are two new rules that have already caused widespread confusion (even among experts). In this bonus episode, I walk through the most important tax updates for 2026 and explain why they matter for your retirement plan. I also also break down those two unique rules, sharing how they work, who they apply to, and why they matter. So even if you feel up to speed on the 2026 changes, I'm confident you'll walk away with at least one new and useful insight. *** 📆 BOOK A CALL: For nearly two decades, we've have helped hundreds of families across the U.S. plan smarter retirements—from tax strategies and investments to income and legacy planning. The result? Less stress. Lower taxes. More confidence about the future. If you're looking for clarity and a proven, personalized process, we'd be honored to have a conversation. 👉 Click to Learn More and Schedule *** EPISODE RESOURCES: → Download the 2026 Tax Cheat Sheet → Grab the Episode Show Notes → Learn About the Total Retirement System™","meta_description":"Every January, we go through the same routine. Limits adjust, brackets shift, and most years it's just a quick refresh. But 2026 is different. Sweeping ta…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1229,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stay-wealthy-retirement-podcast-958142/episodes/2026-tax-changes-explained-including-2-rules-causing-confusion/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/2026-tax-changes-explained-including-2-rules-causing-confusion.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}