Market volatility, AI headlines, and nonstop uncertainty can make retirement planning feel like a constant balancing act. In this episode, Dylan and David Linsky unpack how disruptive trends like artificial intelligence fit into a long-term investment approach—especially for those nearing or already in retirement. They discuss dollar-cost averaging, shifting from accumulation to distribution, and how reinvesting interest and dividends can help maintain a disciplined strategy even after paychecks stop. The conversation focuses on perspective, purpose, and aligning investments with different phases of retirement.

To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com

As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. 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.