What if you didn’t have to choose between steady income and long‑term growth in retirement? Marc, Dylan, and David Linsky break down how a balanced plan—mixing liquidity, protected income, and growth—helps retirees navigate spending needs without constantly selling stock. They explore why first‑year retirement costs often surprise people, how annuities can support cash flow, and why thoughtful planning prevents panic‑driven decisions. With real‑world client examples, this episode highlights how structure and strategy shape a more confident retirement experience.

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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.