09/11/2026
There are only a few weeks left in 2026.
Every year around this time I sit down, grab a coffee, and review everything.
What worked, what did not, and what I want the next year to look like.
In the Air Force we called it a debrief.
You do not wait for the mission to end before you look at the results.
Most of the people I talk to do the opposite.
They get busy, the holidays hit, and January shows up with the same income setup, the same tax approach, and the same real estate holdings as last year.
Then April comes, the CPA files what already happened, and the surprise bill arrives.
Here is the thing.
A lot of what you can do to change that has to happen before December 31st, not after.
So take an hour this week and be honest with yourself.
Review your income.
Do you know exactly where it comes from, and what happens if one source stops?
Evaluate your investments.
Are they doing what you need them to do?
Revisit your tax strategy.
Is it built for next year, or just for filing season?
Assess your real estate.
Is it working as hard as you are?
Plan your long term wealth.
Do you have a real plan, or just a hope?
If you cannot answer all five with confidence, that is not a failure.
It just means nobody has sat down with you yet.
That is what the Private Wealth Assessment is for.
45 minutes to look at what is working, what is missing, and what needs to change, while there is still time to act on it.
Do not enter 2027 without a plan. Link in bio.
Johnny Lynum | The Military CEO
REI Genius | Lynum Capital Partners
20 Year Air Force Veteran | Private Wealth Advisory