The Retirement Mistake That Can Drain a Million-Dollar Portfolio

Retirement can feel uncertain when the paycheck stops, even if the savings look strong. This episode explores why many retirees struggle not because they lack assets, but because they lack a strategy for turning those assets into reliable income. The Linskys' discuss guaranteed income sources, iden…

The Retirement Fear No One Talks About

What if the biggest obstacle to retirement isn’t your savings, but the fear of leaving a paycheck behind? In this episode, the Linskys discuss why many Americans expect to work well into retirement and how uncertainty around income can drive that decision. They break down the shift from accumulatin…

Should You Convert Everything to Roth? The Numbers Tell a Different Story

A retirement account that grows into millions can create a tax problem few people see coming. In this episode, the Linskys break down the real story behind a retiree facing a $300,000 required minimum distribution and explore how Roth conversions, tax brackets, charitable strategies, and long-term …

Warren Buffett Went to Cash. Should Retirees Follow?

Could playing it safe in retirement actually create more risk? Warren Buffett’s move of $373 billion into cash sparks a conversation about one of retirement’s biggest challenges: balancing market risk with the risk of being too conservative. Dylan Linsky explains why retirement investing requires a…

Could AI Retire You Before You're Ready?

Could AI change your retirement timeline before you're ready? In this episode, the Linskys explore a growing concern among workers nearing retirement: what happens if technology, automation, or shifting workplace demands alter your career plans. They discuss why retirement should be a choice, not a…

Could Your Retirement Strategy Be Keeping You Working Longer?

What if the strategy that helped build your retirement savings is the very thing delaying your retirement? In this episode, the Linskys discuss why many pre-retirees and retirees struggle when they continue using an accumulation mindset after leaving the workforce. They explore common habits such a…

The Million-Dollar Retirement Myth

What if the retirement number you’ve been chasing isn’t the number that matters most? In this episode, the Linskys examine the common belief that you need $1 million—or more—to retire comfortably. They discuss why retirement success is often driven by income planning, cash flow strategy, and prepar…

Are the Golden Handcuffs Keeping You From Retirement?

Are the “golden handcuffs” keeping you from feeling ready for retirement? On this episode, Marc and Dylan Linsky discuss the moment many retirees experience financial clarity and confidence in their retirement plan. They explore how understanding income sources, expenses, taxes, and investment role…

What Can Shohei Ohtani Teach You About Retirement Taxes?

What can one of baseball’s biggest contracts teach you about retirement taxes? Using Shohei Ohtani's deferred compensation strategy as a starting point, David Linsky explains how timing income, managing distributions, and understanding tax rules can impact retirement planning. The discussion covers…

Should Retirees Chase the Next Big Investment?

Is the next hot investment opportunity worth the risk when you're nearing retirement? In this episode, Marc and Dylan Linsky discuss the excitement surrounding high-profile investments like SpaceX and why retirees should view speculative opportunities within the context of a broader financial plan.…