2025 Year In Review: What Actually Mattered For Your Money
Here’s what we discuss in this episode:
๐ Inflation Reality Check - Why retirees feel it first and planning matters more than predictions
๐ฐ High-Yield Savings Accounts - When safety helps… and when it quietly hurts growth
๐งพ Tax Law Changes - What the “One Big Beautiful Bill” unlocked for multi-year planning
๐จ Emergency Preparedness - Lessons from the longest government shutdown in history
๐งญ Looking Ahead to 2026 - Why flexibility beats forecasting every time
2025 brought plenty of headlines, but which developments actually mattered for your financial future? Rob looks past the noise to focus on the key factors that affected retirees and pre-retirees, explaining not just what happened, but how thoughtful planning helped keep things on track. Instead of reacting to every new concern, this episode offers a practical perspective to help you move forward with confidence into 2026.
Go inside the episode:
0:00 – Intro
1:03 – Impact of Tariffs
2:29 – Inflation's Persistent Impact
4:43 – High-Yield Savings Accounts
6:33 – Tax Planning & the OBBB
8:41 – The Record-Breaking Shutdown
10:11 – 2026's Financial Headlines
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