1-24-26 - Volatility Lessons, RMD Q&A, and Avoiding Common Tax Season Pitfalls

In this episode, the team discusses recent examples of market volatility and the importance of aligning investment decisions with risk tolerance and long-term goals. They also answer detailed listener questions about required minimum distributions and review the IRS “Dirty Dozen” list of common tax scams. The conversation highlights how preparation and perspective can support confident retirement planning.

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