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Retirement Planning in 2026
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, focus on retirement planning in 2026. They discuss how small, intentional decisions early in the year can have a big, long-term impact. Using real-life examples, they discuss the importance of prioritizing tax-advantaged accounts like Roth IRAs, HSAs, and 401(k)s while still maintaining a strong emergency and future opportunities fund (EFOF) to support flexibility when life happens. The conversation highlights how time, compounding, and cash-flow planning work together — and why…
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