Investments That Set You Up for 2026 Success – Andy Tanner, Del Denney

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The end of the year isn’t the time to coast—it’s the time to lock in the right moves that set you up for lasting wealth. In this episode of Stockcast, Andy Tanner shares his year-end playbook for investors who want to protect their wealth, minimize taxes, and build momentum going into 2026.

You’ll discover:
-The biggest mistakes investors make in Q4
-How to take advantage of year-end tax strategies
-Cashflow moves to strengthen your portfolio before the year ends
-Why habits formed now can transform your financial future in 2026 and beyond

Andy explains why the rich don’t wait for January 1st to get serious—and how you can adopt the same mindset. From planning your next investments to rethinking your strategy for cash flow, this episode will help you finish the year strong while preparing for long-term success.

00:00 Introduction
03:30 Importance of Tax Planning in Q4
06:04 Seasonal Investment Opportunities
11:08 Building Momentum for the New Year
16:32 Cash Flow Strategies and Personal Development
24:05 The Three Human Abilities Enhanced by Technology
24:23 Perception: Machines Surpassing Human Senses
25:19 Processing: The Evolution of Human Thought and Calculations
25:54 Manipulation: Machines in the Physical World
26:14 The Tesla Experience: Integration of Perception, Processing, and Manipulation
27:56 The Changing Nature of Labor
28:50 The Impact of Confidence on Economic Stability
30:25 Universal Basic Income and Its Consequences
33:30 The Future of Labor: Ownership Over Participation
41:54 The Importance of Financial Education and Ownership
42:28 Concluding Thoughts and Final Advice
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Disclaimer: The information provided in this video is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity.

The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up-to-date. Financial markets and investments carry inherent risks, and individuals should conduct their own research and seek professional advice before making any financial decisions.

Cameron Long

Cameron is a seasoned CFO and CPA with 31 years in finance. He created the AI Trader's Playbook to help everyday investors use AI to find high-confidence trades — in minutes, not hours.

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