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In this episode of Investor’s Playbook, we’re breaking down a major change that’s catching a lot of borrowers off guard. The tax-free window for student loan forgiveness officially ended on January 1, 2026, and that means forgiven debt may now be treated as taxable income again.

We explain what that shift really means, who it impacts the most, and how it could affect your financial plans if you’re expecting loan forgiveness in the future. From Public Service Loan Forgiveness to income-driven repayment plans, we walk through how taxes now come back into the picture and what borrowers should be thinking about going forward.

If student loans are part of your financial story, this episode will help you understand what changed, why it matters, and how to protect yourself from an unexpected tax bill.

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YouTube: @Investorsplaybookllc

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In this episode of Investor’s Playbook, we’re breaking down how smart investors start the year strong and set the tone for everything that follows. The first moves of 2026 matter—from reallocating portfolios and adjusting risk to aligning with new economic trends and policy shifts.

We’ll talk about why early positioning can make a huge difference, what signals investors are watching coming out of the new year, and how mindset, strategy, and discipline separate reactive investors from intentional ones. This isn’t about chasing hype—it’s about laying the groundwork for long-term success.

If you want to start 2026 with clarity, confidence, and a plan, this episode shows you how investors make their first plays count.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

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In this episode of Investor’s Playbook, we’re clearing up a mistake that costs people money every year—confusing tax preparation with tax planning. While most people only think about taxes once a year, investors know the real savings happen all year long.

We break down the difference between filing your taxes and actually planning around them, and why waiting until tax season is often too late. From income timing and deductions to investment strategy and retirement accounts, we explain how tax planning helps you keep more of what you earn.

If you want to stop reacting to taxes and start being proactive with your money, this episode will help you understand the difference—and why it matters.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc