Could helping your child pay for college put your own retirement at risk?

This episode explores the difficult balance between supporting family goals and protecting long-term financial security. Charles Winfrey discusses why parents should evaluate retirement readiness before tapping savings for tuition, the hidden risks of market complacency as retirement approaches, and how a three-basket strategy can help manage income, growth, and unexpected expenses. The conversation also covers retirement lifestyle planning, inflation, healthcare costs, tax uncertainty, and the importance of ongoing reviews to help keep a retirement plan aligned with changing needs and goals.

Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company.

For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com.