Why do so many investors repeat the same mistakes—even when they know better? In this episode, Marc and Dylan Linsky explore how emotions and behavior can influence financial decisions, especially during market volatility. The conversation focuses on shifting from trying to change habits to building discipline, using a structured financial plan as a guide. They also discuss balancing growth, income, and protection, while assigning clear roles to different investments. The episode highlights how a coordinated strategy can help align decisions with long-term retirement goals.

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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.