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Looking Forward to 2026

Welcome back to the Inevitable Wealth podcast! With 2025 in the books and 2026 fresh on the scene, the time has come to discuss a few key items to focus on, if you aren’t already. Jacky and Guilian lay out a simple approach to heading into 2026 without chasing forecasts or headlines. The goal is clarity, flexibility, and a plan that holds up no matter what the market does. They also hit four priorities: stay proactive with tax planning, tighten up estate documents and beneficiaries, keep your portfolio aligned with your timeline (not the news cycle), and make sure your cash is actually working for you instead of sitting idle. Episode Highlights: 0:00 - Introduction 0:52 - Taxes stay front and center 2:14 - Estate planning (it’s becoming less optional) 5:58 - Asset allocation needs to reflect reality 8:49 - Your cash needs an actual job 12:05 - Predictions for the upcoming year 16:26 - The best preparation for 2026.. Want to connect with Jacky or Guilian? jpetit@libertyonewealth.com gdileonardo@libertyonewealth.com Interested in Liberty One? https://libertyonewealth.com/ Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions or would like to discuss the content of this video.