Ready for retirement? One decision flips your financial world upside down. Marc and David Linsky reveal how changing tax codes, income sources, and longevity risks can reshape your retirement strategy. Learn why personalized planning matters, how to navigate Social Security timing, and ways to avoid common pitfalls like unnecessary taxes and income gaps. This episode delivers practical insights for building a flexible, multi-phase retirement plan that adapts as your needs evolve.

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.