Do you know what one of the most underrated life transitions is? And how the "One Big Beautiful Bill" may impact it?

Today, I delve into the often-overlooked yet pivotal transition of entering the empty nest and pre-retirement phase. Drawing on years of experience working with families, I share personal reflections and practical insight about the emotional and financial shifts that occur at this stage of life.

I explore why maintaining strong relationships with partners is more important and challenging than ever, especially as statistics show divorce rates spike for those in their 50s and 60s. I also unpack the impact of the OBBB does and, more importantly, what it doesn't do for your tax planning, retirement catch-up contributions, deductions, healthcare, and gifting strategies.

From actionable advice on Roth conversions and sequence withdrawals to navigating health insurance before Medicare eligibility, I cover the complex landscape that pre-retirees face. I candidly share why now is the time to prioritize clear objectives, family communication, and a thoughtful financial plan, blending both heartfelt perspective and practical analysis.

Whether you're approaching this life stage or helping a loved one through it, this episode is packed with critical insights to help you maximize your emotional and financial well-being.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

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And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.