New Retirement Radio with Dennis Prout Podcast

Here we are, well into the second half of 2026, and what a year it's been. From market swings and persistent inflation to major legislative changes, there's certainly been no shortage of headlines or topics to tackle here on New Retirement Radio. On today's show, we're excited to welcome back a crowd favorite, local CPA and business owner, Jon Sluis. Jon will help us break down what's happening in the ever-changing world of tax planning and strategy, translating complex tax updates into practical, real-world advice you can actually use. He'll share key insights to help you avoid common pitfalls, capitalize on new opportunities, and stay one step ahead. Whether you're planning for retirement, managing investments, or simply trying to make smarter financial decisions, this is one show you don't want to miss. Tune in and take control!

On today's show, we'll tackle two of the biggest questions on the minds of investors and retirees alike. First, as the stock market hits record highs and artificial intelligence drives corporate profits, Wall Street is celebrating, but investors are all wondering the same thing: Can this rally really continue, or is a correction just around the corner? We'll break down five key indicators that could tell us whether this bull market still has room to run and why investor caution may actually be a healthy sign. Second, we'll shift from growing your wealth to protecting it. Many people spend decades building retirement savings in 401(k)s and IRAs, but far fewer have a plan for withdrawing that money tax-efficiently. We'll explore the often-overlooked "retirement income valley" – a unique window of opportunity that could help retirees reduce lifetime taxes, lower required minimum distributions, avoid Medicare premium surcharges, and make smarter decisions about Roth conversions and Social Security. So, stay with us as we separate headlines from strategy, emotion from opportunity, and help you build confidence in your financial future. Tune in and take control!

A meaningful legacy isn't measured solely by what we leave behind, it's reflected in the values we share, the lives we touch and the opportunities we create for future generations. On today's show, that's what we're focusing on: the ideas, values, and policy changes shaping families, communities and the future of our country. We'll discuss how charitable giving can strengthen generational relationships, create meaningful family conversations and support personal well-being. We'll also look at America's remarkable role in shaping the global economy as the nation approaches 250 years of growth, innovation and influence. Last, we'll zero in on an important update on Michigan Public Act 24 of 2025, including changes related to Social Security taxation and how certain retirees may be affected for tax years 2026 through 2028. Whether you're thinking about your family legacy, your charitable goals, the broader American story or upcoming tax changes, this conversation will offer timely insights and practical perspectives. Tune in and take control!

Today, we will set aside our typical broadcast to honor our beloved nation, the United States of America, as we commemorate the 250th anniversary of her independence. Together, we reflect on the enduring legacy of liberty and the remarkable heritage that has shaped our nation. Throughout today's program, you'll hear the stirring account of a pivotal battle that helped secure our freedoms, the inspiring story behind the birth of our national anthem, and memorable words from great American speeches that have called generations to courage, unity and hope. You'll also enjoy beloved patriotic hymns and songs that have echoed from sea to shining sea, reminding us of the blessings of freedom and the enduring spirit of our republic. With grateful hearts, we'll also pause to honor the brave men and women who have defended our nation, who serve today and who will answer the call in the future. Their courage has preserved the liberties we cherish, and their sacrifice reminds us that freedom has never come without a cost. Today, and always, we honor you. May God continue to bless you, and may God forever bless the United States of America.

On today's show, we'll explore timely financial strategies designed to help you build, preserve and transfer wealth with confidence. We'll discuss the key principles behind creating generational wealth and establishing a lasting legacy, compare the benefits of Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax-efficient charitable giving, and examine the major investment themes and market opportunities investors should be watching as we move through the second half of the year. We'll also break down the new Trump Accounts, including contribution opportunities and how they may fit into a broader financial plan. Whether you're focused on growing your assets, enhancing your charitable impact or positioning your portfolio for the months ahead, today's conversation will provide valuable insights to help you make informed financial decisions. Tune in and take control!