2025 Year in Review – Wins, Surprises, and What's Next in 2026

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Tony Leonardi reviews 2025’s biggest wins (permanent TCJA rates, age-75 RMDs, market patience) and surprises (AI explosion, IRMAA hits, semi-retirementtrend).Listener favorites: RMD strategies, 3 buckets, Roth conversions. Peek at 2026: inflation, Medicare rises, estate tweaks. Free retirement readiness quiz + book:LeonardiFamilyWealthcare.com/quiz.

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This episode is 14 minutes long.

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This episode was published on December 26, 2025.

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