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.

Are you ready for the year-end financial rush&mdash;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
&nbsp;
To schedule a complimentary consultation with L3 Family Wealth Partners visit <a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
&nbsp;
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.

As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. 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.

The Retirement Reality Report

Retirement Countdown: Are You Missing Key Year-End Moves?

What if the year you retire matters more than the size of your portfolio? In this episode, the Linskys break down how market cycles, sequence‑of‑returns risk, and emotional reactions to headlines can create dramatically different retirement outcomes. They explore why relying on timing is unreliable, how structured income planning can help navigate volatility, and the role taxes play when every withdrawal counts. Through clear examples and practical insights, they highlight why intention—not impulse—shapes stronger long‑term financial decision‑making.

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.

What if the year you retire matters more than the size of your portfolio? In this episode, the Linskys break down how market cycles, sequence‑of‑returns risk, and emotional reactions to headlines can create dramatically different retirement outcomes. They explore why relying on timing is unreliable, how structured income planning can help navigate volatility, and the role taxes play when every withdrawal counts. Through clear examples and practical insights, they highlight why intention&mdash;not impulse&mdash;shapes stronger long‑term financial decision‑making.
To schedule a complimentary consultation with L3 Family Wealth Partners visit&nbsp;<a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
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.

The One Retirement Risk Most People Never See Coming

Are you stuck in analysis paralysis with your retirement savings? This episode explores why leaving money idle in employer plans or cash can undermine your financial future. Discover how asset allocation, income strategies, and careful tax planning—like Roth conversions—can help retirees navigate complex choices, avoid costly mistakes, and adapt to changing needs in 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.

Are you stuck in analysis paralysis with your retirement savings? This episode explores why leaving money idle in employer plans or cash can undermine your financial future. Discover how asset allocation, income strategies, and careful tax planning&mdash;like Roth conversions&mdash;can help retirees navigate complex choices, avoid costly mistakes, and adapt to changing needs in retirement.
To schedule a complimentary consultation with L3 Family Wealth Partners visit <a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
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.

Analysis Paralysis: Is Your Retirement Money Just Sitting There?

Could a simple mistake cost you thousands in retirement? Marc Linsky and family reveal how overlooked details—from weak passwords to poor tax management—can derail your financial future. Learn why a tailored plan, intentional asset allocation, and expert guidance are essential for navigating inflation, market swings, and tax traps. Discover how to avoid common pitfalls and secure your legacy with confidence.

 

 

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.

Could a simple mistake cost you thousands in retirement? Marc Linsky and family reveal how overlooked details&mdash;from weak passwords to poor tax management&mdash;can derail your financial future. Learn why a tailored plan, intentional asset allocation, and expert guidance are essential for navigating inflation, market swings, and tax traps. Discover how to avoid common pitfalls and secure your legacy with confidence.
&nbsp;
&nbsp;
To schedule a complimentary consultation with L3 Family Wealth Partners visit <a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
&nbsp;
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.

Retirement Countdown: Are You Missing Key Year-End Moves?

The Retirement Reality Report

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The Retirement Reality Report

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