What happens if market volatility hits right when you start taking income in retirement? David Linsky discusses concerns around a potential market bubble and how it may affect those entering retirement. He explains why relying on traditional allocation strategies can create challenges during the distribution phase and highlight the importance of structuring income ahead of time. The conversation focuses on liquidity planning, avoiding forced withdrawals during downturns, and assigning purpose to each investment. If retirement is approaching, this episode explores how income planning may influence long-term outcomes.

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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.