Tax season is finally over. The returns are filed, the stress is behind you, and the last thing

you probably want to do right now is think about taxes again. I get it, but here's the thing.

The weeks right after tax season are one of the most valuable windows you have all year.

Every number from last year is fresh, every missed opportunity is still visible, and every

mistake you just uncovered is a clue

about what to fix going forward. Most people close the folder and move on. The retirees who get

ahead, they don't. So today on the show, I sat down with Josh Rennler. Josh is a partner at our

firm and someone who spends his days deep inside client tax returns. So I thought he would be the perfect

person to help me answer some of the big questions we're hearing from people right now.

Questions like, with last year's return complete, what should you start taking action on to

get ahead of your 2026 tax planning? What are the most common and most avoidable tax mistakes

retirement savers make every year?

How do you know if charitable giving actually belongs in your retirement plan?

And where do most people go wrong when they give?

And with the recent flood of bold claims on the topic,

I also asked Josh to share his unique take on Social Security timing.

If you want to be more proactive, more tax-efficient, and more confident through the rest of

2026, you'll enjoy this episode.

Welcome to another episode of The Stay Wealthy Retirement Show.

I'm your host, Taylor Schulte, and every week I tackle the most important financial topics

to help you stay wealthy in retirement. And now on to the

episode. Josh, welcome to the show. I'm excited to have you on today to help answer some very

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