Tax Planning as a Cornerstone of Financial Wellness
Tax Planning as a Cornerstone of Financial Wellness  
Podcast: Money Sense
Published On: Tue Mar 17 2026
Description: Tax planning plays a critical role in financial success. In this episode of Money Sense, Karen Ellenbecker sits down with Sandra Geisler, Director of Tax Planning at Ellenbecker Investment Group, to explore how thoughtful tax decisions today can strengthen your retirement, reduce surprises, and help your money work smarter for you.Karen and Sandra break down 2026 tax law changes, the importance of planning ahead, and the strategies retirees often overlook. They also share how to strategically manage Required Minimum Distributions (RMDs), use Roth IRAs and tax‑efficient accounts to your advantage, and apply gifting rules to protect your estate and support the causes you care about.Why does this matter? Because without proactive planning, you risk higher taxes and a less efficient path toward the legacy you hope to leave.#TaxPlanning #TaxStrategy #RetirementPlanning #TaxAdvice #SocialSecurityPlanning #RMDPlanning #QCDs #2026TaxChanges #WealthManagement #MoneySensePodcastELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.comThis podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.