With all the market noise and new policy changes in 2025, many experts are calling this the smartest year to retire. In this week’s episode of The Capitalist Investor, Tony and Derek break down why this moment could represent the perfect storm for retirement planning.
From locking in market gains after a massive run-up, to taking advantage of favorable tax brackets, to new rules for contributions and deductions—this episode uncovers the key opportunities retirees shouldn’t overlook. The guys also discuss healthcare and Medicare alignment, Social Security timing, and how lifestyle trends are reshaping what “retirement” looks like.
Whether you’re one year away or still in the planning phase, this conversation will help you think strategically about your retirement timing.
Stay tuned until the end for a quick bonus chat on the Ryder Cup and why the U.S. vs. Europe matchup is about more than just golf.
👉 Questions or topic suggestions? Reach out to the show—we love hearing from listeners who want to take control of their financial future.
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