Rising Treasury Yields, Social Security & Year-End Tax Moves (9/12/2026)

What do rising Treasury yields actually mean for your portfolio, and should market volatility change the way you're investing? This week, Nic Daniels and Alex Lundgren start with September market volatility, rising Treasury yields and the relationship between bond prices and yields, while explaining why investors should be careful about making long-term portfolio decisions based on elections, geopolitical events or short-term market swings. A listener preparing to retire after 37 years with the Postal Service asks about using a Social Security survivor benefit while delaying her own benefit, along with coordinating her pension and inherited IRA. Later, Nic and Alex cover year-end tax surprises from bonuses, vested RSUs, property sales and other windfalls, including estimated-tax penalties and why Form 2210 and Schedule AI can matter when income arrives unevenly during the year. They also share a real retirement-planning case involving a federal employee deciding how to sequence her pension, TSP and Social Security, before wrapping up with open enrollment and life insurance considerations.   Listen, Watch, & Connect! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————