Anyone can look like a financial expert online—but how do you know who to trust with your retirement savings? In this episode, the conversation centers on how retirees can protect themselves from misleading advice and unqualified influencers posing as financial professionals. Using real-world examples, Marc and Dylan Linsky break down how to check credentials, spot red flags, and understand the difference between planning-based guidance and product-driven pitches. The focus is on accountability, qualifications, and why due diligence matters before making major retirement decisions.

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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.