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Are your retirement plans still aligned with the goals you set at the beginning of the year?

In this episode, Tony Jackson discusses why a mid-year financial checkup can be especially important for people approaching retirement. He covers reviewing account performance, adjusting for life changes, evaluating risk as retirement nears, and balancing growth with protection. The conversation also explores common Social Security timing questions, the value of an asset map, and why retirement planning should include income, taxes, estate planning, and long-term goals. Plus, He shares practical insights on knowing where you stand today so you can make informed decisions for the road ahead.

 

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

Are your retirement plans still aligned with the goals you set at the beginning of the year?
In this episode, Tony Jackson discusses why a mid-year financial checkup can be especially important for people approaching retirement. He covers reviewing account performance, adjusting for life changes, evaluating risk as retirement nears, and balancing growth with protection. The conversation also explores common Social Security timing questions, the value of an asset map, and why retirement planning should include income, taxes, estate planning, and long-term goals. Plus, He shares practical insights on knowing where you stand today so you can make informed decisions for the road ahead.
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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

Is Your Retirement Plan Ready for the Second Half of the Year?

Could one retirement decision quietly trigger a chain reaction of taxes, healthcare costs, and income challenges you never saw coming?

In this episode, Tony breaks down why annuities continue to grow in popularity, how they can fit into a retirement income strategy, and why understanding their purpose matters more than ever. He discusses common misconceptions, the importance of matching financial products to personal goals, and how life changes can affect retirement plans over time. The conversation also explores tax planning versus tax preparation, including how decisions around retirement income, Social Security, and Roth conversions may impact long-term financial outcomes.

 

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 one retirement decision quietly trigger a chain reaction of taxes, healthcare costs, and income challenges you never saw coming?
In this episode, Tony breaks down why annuities continue to grow in popularity, how they can fit into a retirement income strategy, and why understanding their purpose matters more than ever. He discusses common misconceptions, the importance of matching financial products to personal goals, and how life changes can affect retirement plans over time. The conversation also explores tax planning versus tax preparation, including how decisions around retirement income, Social Security, and Roth conversions may impact long-term financial outcomes.
&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

The Hidden Retirement Domino Effect Most People Never See Coming

Could one retirement decision quietly increase your taxes, healthcare costs, and financial stress?

In this episode, Reverend Tony Jackson explains why retirement planning requires more than a large nest egg. He discusses a listener’s concern about trusting an advisor with $2 million, the importance of diversification, and the three key questions every retiree should answer before making financial moves. The conversation also explores Medicare IRMAA surcharges, Roth conversion strategies, annuities, and the value of building a retirement roadmap that aligns with your goals. Whether you’ve saved $200,000 or $2 million, this episode highlights the importance of guidance, planning, and avoiding costly surprises in retirement.

 

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 one retirement decision quietly increase your taxes, healthcare costs, and financial stress?
In this episode, Reverend Tony Jackson explains why retirement planning requires more than a large nest egg. He discusses a listener&rsquo;s concern about trusting an advisor with $2 million, the importance of diversification, and the three key questions every retiree should answer before making financial moves. The conversation also explores Medicare IRMAA surcharges, Roth conversion strategies, annuities, and the value of building a retirement roadmap that aligns with your goals. Whether you&rsquo;ve saved $200,000 or $2 million, this episode highlights the importance of guidance, planning, and avoiding costly surprises in retirement.
&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

The Retirement Trap That Could Cost You More Than Taxes

What if the biggest retirement risk isn’t the market, it’s having no written plan at all?

 In this episode, Tony Jackson discusses why millions of Americans save for retirement without creating a roadmap for turning savings into income. He explores the value of an asset map, identifying retirement opportunities, managing long-term care concerns, protecting a legacy, and reducing financial uncertainty through a step-by-step planning process. The conversation also covers the growing impact of “gray divorce” and why couples need shared retirement goals. If retirement is approaching, this episode highlights the importance of aligning assets, income, and expectations into one clear 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

What if the biggest retirement risk isn&rsquo;t the market, it&rsquo;s having no written plan at all?
&nbsp;In this episode, Tony Jackson discusses why millions of Americans save for retirement without creating a roadmap for turning savings into income. He explores the value of an asset map, identifying retirement opportunities, managing long-term care concerns, protecting a legacy, and reducing financial uncertainty through a step-by-step planning process. The conversation also covers the growing impact of &ldquo;gray divorce&rdquo; and why couples need shared retirement goals. If retirement is approaching, this episode highlights the importance of aligning assets, income, and expectations into one clear strategy.
&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

Is Your Retirement Plan Ready for the Second Half of the Year?

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