AND IMPACTS MANY OF THESE ARTICLES. they are correct at the time they are written. however, IT IS NOT POSSIBLE TO RE-WRITE EVERY SINGLE ARTICLE AS EACH LAW CHANGES. PLEASE MAKE SURE YOU RESEARCH THE LATEST RULES REGARDING YOUR INTENDED FINANCIAL DECISION. IT IS ALWAYS BEST TO CONSULT A PROFESSIONAL (CPA, CFP, ESTATE ATTORNEY, ETC.)
RETIREMENT IS TOO BIG AND TOO IMPORTANT TO SCREW UP
Barbell Strategy: 2026 Edition
Here we go. What you guys have been bugging me for over the last 2 months.
I spent some extra time this year recapping what exactly happened last year (2025) as well as over the last 8 years or so. Hopefully this provides more clarity. When I first wrote this thing, I had no idea I would still be writing it years later. So I didn’t structure it like that from the beginning.
Now, I’ve learned that a recap is helpful to understand where we started, what we’ve done, and where we’re going.
I’ve checked it thorougly for math errors. I don’t have to worry though—I know ya’ll won’t be shy pointing them out to me.
Without further ado, the 2026 Edition of the Barbell Strategy
