Retirement planning today doesn't look like it did even a decade ago, let alone the way it looked for our parents. On this episode, we’ll give you 5 realities you need to be aware of in 2026 to build toward a successful retirement.

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Every October, hundreds of hot air balloons rise over Albuquerque for the largest balloon festival in the world. No two pilots fly the exact same path, and none of them can control the wind. Turns out, that's not a bad way to think about a financial plan either.

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Website: https://www.estesfinancial.net/

Call: 817-444-8402

More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Let's dig into the real reasons retirees keep showing up to work.

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Website: https://www.estesfinancial.net/

Call: 817-444-8402

Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Let's sort out what stays, what goes, and where it all belongs.

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Website: https://www.estesfinancial.net/

Call: 817-444-8402

When it comes to financial planning, everybody has something that bothers them. Today we're walking through some of the most common pain points we see and the real conversations that happen around them.

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Website: https://www.estesfinancial.net/

Call: 817-444-8402

Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter- which either means it's a great framework or someone really wanted it to work out that way. Either way, the five D's are worth knowing.

Read the Kiplinger article HERE.

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Website: https://www.estesfinancial.net/

Call: 817-444-8402

This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're doing today… and the comparisons might surprise you.

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Website: https://www.estesfinancial.net/

Call: 817-444-8402

SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they get caught up in the excitement?

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402