The Retirement Reality Report
The Retirement Reality Report
As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.Social links:
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Where Should You Get Your Financial Advice?
The Linskys discuss the varying predictions for the stock market in 2025, emphasizing the importance of individual circumstances in retirement planning. They explore the concept of risk management based on age and financial status, introduce the Manufactured Contribution Growth Strategy, and highli…
16:01
Could a Roth Conversion Be an Essential Tool for Your Retirement?
The Linskys get into the intricacies of Roth IRA conversions, particularly in light of changing tax rates and the implications for retirement planning. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 3…
13:32
Creating a Clear Roadmap for Retirement
Marc Linsky, Dylan Linsky, and David Linsky discuss the need for a clear roadmap to avoid pitfalls during retirement and highlight the significance of the Retirement Reality Report as a foundational tool for financial planning. To schedule a complimentary consultation with L3 Family Wealth Partne…
06:13
Could It Be Too Late to Invest?
Marc Linsky, Dylan Linsky, and David Linsky explore the implications of Donald Trump's return to the White House on the stock market, emphasizing the potential for continued growth due to anticipated tax cuts and deregulation. To schedule a complimentary consultation with L3 Family Wealth Partner…
07:06
If a Pension Isn't Available, You Can Create Your Own
Marc, Dylan, and David Linsky explain the transition from traditional pensions to 401(k) plans, emphasizing the importance of personal responsibility in retirement planning. They discuss strategies for creating personal pensions and generating guaranteed income in retirement, highlighting the role …
10:03
Tackling Debit Before Retirement
The Linskys emphasize the importance of proactive financial planning, debt management, and tax strategies to ensure a secure retirement. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 35 years, Marc L…
08:39
Is the Fed Getting It Right?
The Linskys discuss the Federal Reserve's actions during the pandemic, the benefits of higher interest rates for retirees, and the importance of acting quickly to lock in favorable rates. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As…
13:39
Social Security COLA: Adjustment is Lower than Previous Years
The Linskys discuss the recent 2.5% cost of living adjustment for Social Security beneficiaries and its implications for seniors facing rising inflation. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for…
11:35
The Shift in Retirement Planning
Marc Linsky, Dylan Linsky, and David Linsky explore various aspects of retirement planning, focusing on the importance of multiple income sources, investment strategies for guaranteed income, the evolution of retirement plans, and the necessity of early financial planning, especially for profession…
12:01
Retirement Reality Report_Podcast_Should Recent Rate Cuts Concern You_100524 (100524 Show)
Marc Linsky, Dylan Linsky, and David Linsky discuss the recent interest rate cuts by the Federal Reserve and their implications for the economy and investment strategies. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified fina…
09:49