Marc Linsky

The Retirement Reality Report

Business EN ↓ 50 episodes

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.

Be sure to visit the podcast's website and support the creator: www.l3fwp.com

Author

Marc Linsky

Category

Business

Podcast website

www.l3fwp.com

Latest episode

Dec 5, 2023

Where to listen?

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Episodes

Should a recession hold off your retirement plans? 29.05.2023

If we're in a recession, should this change the trajectory of your retirement? Marc Linsky, Dylan Linsky, and David Linsky break down some things you should consider.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

Long term care costs could damage your retirement plan 22.05.2023

If you don't plan for long term care, the cost could catch you off guard. Marc Linsky, Dylan Linsky, and David Linsky explain some other options to help offest the cost of needing extra care in retirement.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

Recession: Are we in one or not? 15.05.2023

There have been rumblings and debates for months whether we are in a recession or not. Either way, we need to know what to do when it comes to our retirement accounts. Marc, Dylan, and David Linsky offer a few strategies to help you navigate this time.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com

How can we mitigate risk? 08.05.2023

In retirement planning it's important to mitigate risk with your nest egg. What kinds of strategies should we use? Marc Linsky, Dylan Linsky, and David Linsky have a few strategies.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com

Safety vs Market Timing 01.05.2023

Should we try to time the market? Marc, Dylan, and David Linsky  have some thoughts on moving your retirement plan to safety. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com

Get permission to spend in retirement 24.04.2023

If you don't have a plan on paper, it's easy to understand why you might be nervous to spend in retirement. Marc, Dylan, and David Linsky explain how their Retirement Reality Report can give you a permission to spend. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com

Should you take a lump sum payout on your pension? 17.04.2023

More people are seeing offers for a lump sum payout on their pension, but should you take it? Marc Linsky and his two sons, David and Dylan explain the thinking that should go into this decision.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com

After the bank collapse, should we be nervous? 10.04.2023

We've seen a few banks collapse over the last couple weeks and it would be fair to be nervous about it. Marc, Dylan, and David Linsky break down what you should do regarding your retirement savings.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Running out of money in retirement 03.04.2023

The number 1 fear in retirement is running out of money. Marc, Dylan, and David Linsky talk about the strategies they put in place at L3 Family Wealth Partners so you don't have to face that issue. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Can you change your mind? 27.03.2023

If you have a goal for retirement and set it plan in place, is it written in stone? The Linskys break down the process of keeping your Retirement Reality Report flexible for your 20-40 years of retirement. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit L3FWP.com . 

Is the stock market trying to second guess the Fed? 20.03.2023

Is the stock market trying to second guess the Fed? Marc, Dylan, and David Linsky explain how to keep your retirement on track during volatile times. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit L3FWP.com . 

The cost of overlooking taxes 13.03.2023

Taxes could be a major expense in retirement without a tax strategy. Plus, most people think taxes will go up in the future. If you want to be as tax efficient as possible, Marc, Dylan, and David Linsky break down a few ways to get a plan in place.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Will the Fed cut interest rates later this year? 06.03.2023

What can we expect with the economy this year? Everyone has a guess, but Marc, Dylan and David Linsky have strategies for pre-retirees to navigate this volatile time. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Bad spending habits in retirement 27.02.2023

How you manage your money can cause very different results for your retirement. Marc, David, and Dylan Linsky explain how bad spending habits could wreck a plan, and how you can get back on track. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit L3FWP.com . 

Should children be involved in retirement planning? 20.02.2023

Retirement affects your loved ones, but should children be involved in the planning process? Marc, Dylan, and David Linsky explain how they involve family in their process.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit L3FWP.com . 

How often should you get a retirement wellness check? 13.02.2023

How often should you get a retirement wellness check on your plan? Plans change, the economy changes, and Marc Linsky and his sons Dylan and David explain how often you should talk with your advisor.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Adjusting retirement plans 06.02.2023

How do our retirement plans get affected by interest rate hikes? Marc, Dylan, and David Linsky break down how they're adjusting their clients plans to navigate this time.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Calming anxiety in this economy 30.01.2023

Volatility has caused a lot of anxiety for pre-retirees and retirees. Marc, Dylan, and David Linsky offer up how they handle clients' stress and how they formulate a plan to match their needs.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Hidden fees in retirement 23.01.2023

Do you know what you're paying in fees in your retirement plan? A lot of people aren't aware. Marc, Dylan, and David Linsky breakdown what you should look out for in your accounts.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Keeping emotions out of it 16.01.2023

Financial decisions and emotions can be a bad combination. Marc, Dylan, and David Linsky explain how they help their clients by using an objective opinion on their financial future.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Retirement resolutions to make for 2023 09.01.2023

What retirement resolutions should you make for 2023? Marc, Dylan, and David Linsky have a few ideas to set you up for the new year.  To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Could an upcoming recession be 'biblical'? 19.12.2022

There's a lot of noise when it comes to the economy. Thomas Hoenig who was the President of the Kansas City Fed for 10 years told Fox Business that the deep part of the recession is still in front of us and said it could be a biblical one. Marc, David, and Dylan Linsky give their thoughts about the economy's future and what we should be doing to prepare. To schedule a complimentary consultation wi...

Can proper planning help us through a recession? 12.12.2022

How can proper planning help someone navigate a recession? Marc, David, and Dylan Linsky explain a few ways they're helping their clients get through this volatile time. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

Is the market a good place for idle cash? 05.12.2022

A new Bank of America survey that shows people are holding more cash than they've seen in over 20 years. Is the market a good place for idle cash or are there other opportunities? To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

What if I get laid off? 28.11.2022

If someone is nervous about getting laid off due to a recession, how could that affect their retirement date? Marc, David, and Dylan Linsky break down a few different strategies on how you could prepare for this uncertainy. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit  L3FWP.com . 

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