Hi Jan,

 If you’ve been following my work over the years, you’ve probably read earlier versions of the Retirement Planning Guidebook.

The new Third Edition is by far the most significant update yet.

I’ve taken what started in 2021 as a comprehensive guide to retirement income and streamlined it to be even more approachable, while deepening the research and expanding on key topics like inflation risk, tax legislation, Social Security strategies, and health coverage subsidies.

This is more than just a cleaner layout or a few added footnotes. It’s a complete editorial pass aimed at making the entire retirement planning process easier to understand and more applicable to today’s environment.

To bring these ideas to life, I’ll be focusing on one critical piece in an upcoming live webinar:

Tax Planning for Retirement in 2026