What if the retirement number you’ve been chasing isn’t the number that matters most? In this episode, the Linskys examine the common belief that you need $1 million—or more—to retire comfortably. They discuss why retirement success is often driven by income planning, cash flow strategy, and preparing for unexpected expenses rather than focusing solely on portfolio size. Through a real client example, they explain how assigning purpose to different assets can help create a more sustainable retirement approach and shift the conversation from account balances to long-term financial confidence.

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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.