What happens when interest rates fall but markets keep climbing? In this episode, the Linsky family breaks down how retirees can adapt as yields shift, tax rules change, and income needs evolve. They explain why covering your income gap is the foundation of any retirement plan, how bond laddering works when rates drop, and why fixed annuities may offer stability when markets wobble. With clear explanations across different retirement phases, this conversation helps listeners think through where income should come from—and how to stay flexible as conditions change.

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 happens when interest rates fall but markets keep climbing? In this episode, the Linsky family breaks down how retirees can adapt as yields shift, tax rules change, and income needs evolve. They explain why covering your income gap is the foundation of any retirement plan, how bond laddering works when rates drop, and why fixed annuities may offer stability when markets wobble. With clear explanations across different retirement phases, this conversation helps listeners think through where income should come from&mdash;and how to stay flexible as conditions change.
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.

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.