You don’t win a Super Bowl by winging it—and retirement works the same way. The Linsky family uses football analogies to explain why a pie chart and a withdrawal rule aren’t a real retirement plan. This episode breaks down income gaps, asset roles, and the importance of assigning purpose to every dollar you’ve saved. The conversation also explores protection strategies, planning for market disruptions, and why succession planning matters when choosing a financial advisor. It’s a practical look at building a coordinated retirement strategy designed to function as a complete team.

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.