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 as relying solely on a 401(k), using generic portfolio allocations, and taking more market risk than necessary. Through a real client story, they highlight how portfolio structure, income planning, and assigning purpose to assets can influence retirement timing and financial flexibility.

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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.