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What if retirement had a first day of school worksheet, and your answers revealed whether you're truly ready to leave work behind?

This episode explores the questions that matter most before retirement: your goals, fears, hobbies, and vision for life after work. Tony discusses how planning creates freedom, why retirement should be built around choices rather than obligations, and the importance of regularly reviewing financial strategies as life changes. He also examines Life Insurance Awareness Month, covering common policy types, living benefits, legacy planning, and why reviewing existing coverage can help protect loved ones and preserve wealth across generations.

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

 

Please visit the website TheRealMoneyCoach.com to register for upcoming events

What if retirement had a first day of school worksheet, and your answers revealed whether you're truly ready to leave work behind?
This episode explores the questions that matter most before retirement: your goals, fears, hobbies, and vision for life after work. Tony discusses how planning creates freedom, why retirement should be built around choices rather than obligations, and the importance of regularly reviewing financial strategies as life changes. He also examines Life Insurance Awareness Month, covering common policy types, living benefits, legacy planning, and why reviewing existing coverage can help protect loved ones and preserve wealth across generations.
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For more information follow us on <a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666
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Please visit the website <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com </a>to register for upcoming events

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony’s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony’s message is clear: real money starts with real understanding.

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony&rsquo;s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony&rsquo;s message is clear: real money starts with real understanding.

The Real Money Coach Podcast

If Retirement Started Tomorrow, What Would Your Answers Be?

What if retirement costs more than your working years, even with Social Security getting a bigger COLA increase?

On this episode, Tony Jackson examines how inflation, rising living expenses, and longer lifespans can challenge retirement income plans. He discusses why many retirees underestimate spending, the difference between having retirement accounts and having a retirement strategy, and how income planning shifts from saving to spending. The conversation also explores enjoying retirement with confidence, coordinating advisors and specialists, and preparing for potential long-term care costs that can affect financial security later in life

 

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

 

Please visit the website TheRealMoneyCoach.com to register for upcoming events

What if retirement costs more than your working years, even with Social Security getting a bigger COLA increase?
On this episode, Tony Jackson examines how inflation, rising living expenses, and longer lifespans can challenge retirement income plans. He discusses why many retirees underestimate spending, the difference between having retirement accounts and having a retirement strategy, and how income planning shifts from saving to spending. The conversation also explores enjoying retirement with confidence, coordinating advisors and specialists, and preparing for potential long-term care costs that can affect financial security later in life
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&nbsp;
For more information follow us on <a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666
&nbsp;
Please visit the website <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com </a>to register for upcoming events

Will a Bigger Social Security Raise Still Leave Retirees Behind?

Is retirement closer than you think, and are you truly prepared for it?

Tony Jackson discusses the importance of facing retirement planning head-on, from catch-up contributions and forgotten 401(k)s to understanding annuities and building reliable income strategies. He also explores why life insurance is more than a death benefit, including its role in wealth planning, financial protection, and legacy goals. Plus, He shares practical questions to ask about your policies, beneficiaries, and retirement readiness. The conversation centers on creating a clear picture of what retirement should look like and making informed decisions to support that vision.

 

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

 

Please visit the website TheRealMoneyCoach.com to register for upcoming events

Is retirement closer than you think, and are you truly prepared for it?
Tony Jackson discusses the importance of facing retirement planning head-on, from catch-up contributions and forgotten 401(k)s to understanding annuities and building reliable income strategies. He also explores why life insurance is more than a death benefit, including its role in wealth planning, financial protection, and legacy goals. Plus, He shares practical questions to ask about your policies, beneficiaries, and retirement readiness. The conversation centers on creating a clear picture of what retirement should look like and making informed decisions to support that vision.
&nbsp;
&nbsp;
For more information follow us on&nbsp;<a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666
&nbsp;
Please visit the website <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com </a>to register for upcoming events

Are You Closer to Retirement Than You Realize?

Could helping your kids through college be putting your own retirement at risk?

 In this episode, Tony Jackson explores where retirement income really comes from today and why Social Security, part-time work, and personal savings play a bigger role than many expect. He discusses the shift away from pensions, the dangers of tapping retirement accounts for emergencies, and the importance of balancing family goals with long-term financial security. The conversation also covers retirement budgeting, inflation, healthcare costs, legacy planning, and why defining what retirement looks like for you is a critical first step toward building a lasting income strategy.

 

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

 

Please visit the website TheRealMoneyCoach.com to register for upcoming events

Could helping your kids through college be putting your own retirement at risk?
&nbsp;In this episode, Tony Jackson explores where retirement income really comes from today and why Social Security, part-time work, and personal savings play a bigger role than many expect. He discusses the shift away from pensions, the dangers of tapping retirement accounts for emergencies, and the importance of balancing family goals with long-term financial security. The conversation also covers retirement budgeting, inflation, healthcare costs, legacy planning, and why defining what retirement looks like for you is a critical first step toward building a lasting income strategy.
&nbsp;
&nbsp;
For more information follow us on&nbsp;<a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666
&nbsp;
Please visit the website <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com </a>to register for upcoming events

If Retirement Started Tomorrow, What Would Your Answers Be?

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