Are you ready for the year-end financial rush—and the hidden decisions that could shape your retirement? This episode explores the critical timing of retirement planning, new 401(k) options, and the risks of alternative investments. Learn why personalized advice, understanding self-directed brokerage accounts, and knowing your rollover opportunities can make all the difference. Get practical insights from decades of experience to help you navigate your next financial move

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.