In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the significant changes in the financial landscape in 2025, including the impact of the One Big Beautiful Bill Act, interest rate cuts, and the rise of technology and AI. They also look ahead to 2026, emphasizing the importance of proactive retirement planning, tax strategies, and legacy planning. The hosts introduce a new segment, 'Strategy of the Week,' focusing on how to effectively manage legacy taxes through Roth conversions. They conclude with a discussion on the importance of having a solid income plan for retirement, addressing common concerns and questions that retirees face.
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