Retire Smart Austin

10/15/2026

Medicare Annual Enrollment is officially open.

Now through December 7th is your chance to review your current coverage and see if any changes make sense for the year ahead.

10/12/2026

Don't Toss It!

The closer we get to retirement, the more junk mail seems to pour in. But when your Medicare annual notice of change arrives, make sure to take a look. This document ensures you can still see your preferred doctors and hospitals.

https://www.kiplinger.com/retirement/medicare/why-your-medicare-annual-notice-of-change-matters

A quick 10-minute check of your Annual Notice of Change letter could keep you from losing your preferred doctor or paying double for prescriptions.

10/09/2026

Your Sunday lineup could use a little wealth of knowledge. 📺

Tune in to The Wealth Council Sunday at 1 PM CST on FOX Business.

10/08/2026

A good retirement plan should be right on par. ⛳

Planning ahead can help you spend less time worrying about your finances and more time enjoying the things you love.

10/01/2026

Are rising costs and evolving Medicare rules frustrating? Absolutely — that's why we've waded through the program’s latest changes to help keep you informed and hopefully save you money.

Here are eight Medicare changes to be aware of in 2027.

https://www.kiplinger.com/retirement/medicare/changes-coming-to-medicare-in-2027

Prepare for rising Part D costs, shrinking drug plan options, and newly negotiated prescription prices before Open Enrollment begins.

09/29/2026

Retirement comes with enough surprises. Your tax bill doesn’t need to be one of them.
A little planning now could change what your financial picture looks like down the road.

09/24/2026

A legacy is more than what you leave behind. It’s who you leave it to.

A thoughtful estate plan can help keep the next generation in mind.

09/22/2026

Sunday mornings are looking pretty smart.

Tune in to Retire Smart Austin for a fresh look at retirement, your finances, and the things worth thinking about before Monday rolls around.

09/15/2026

One of the biggest financial deadlines comes well after you’ve entered retirement.

At age 75, you’re required to start taking distributions from certain savings accounts. Planning years in advance helps ensure you don’t miss a withdrawal or face unnecessary tax penalties.

09/13/2026

Grandparents Day is a wonderful reminder of the legacy you are building for the generations who follow.

Let's connect this month to review your wealth preservation strategies and ensure your grandchildren's futures are as bright as the memories you share.