Back to Retire While You Work®

Podcast Episode

Mid-Year Tax Check-In: Smart Moves to Make Before Year-End

Retire While You Work®··9 August 2026·16 min

About this episode

In this week's episode of the Retire While You Work podcast, hosts Carson, Jeri Anne, and Myles discuss the importance of prioritizing tax planning throughout the year, rather than just waiting for tax season.They highlight how incorporating tax considerations into your financial plan can help you stay organized and prepared, reducing the risk of last-minute stress. With practical tips and insights, the hosts emphasize that proactive tax management can lead to better financial outcomes and provide peace of mind. By making taxes a regular part of your financial conversations, listeners can set themselves up for a smoother retirement journey.