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The Retirement Reality Report

Marc Linsky

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.

PublishesWeeklyEpisodes147Founded3 years ago
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BusinessInvesting

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Artwork for The Retirement Reality Report

Latest Episodes

What if a small withdrawal could quietly trigger a chain reaction of taxes and higher Medicare costs? In this episode, Marc and Dylan Linsky break down how IRMAA surcharges can impact retirement and why income decisions—from selling a home to taking ... more

Are higher interest rates actually creating opportunities retirees shouldn’t ignore? In this episode, Marc and Dylan Linsky discuss how today’s rate environment is reshaping conversations around fixed income, including CDs, bonds, money markets, and ... more

A Roth conversion can look smart on paper—but done at the wrong time, it can quietly raise your tax bill. In this episode, David and Dylan Linsky explain why Roth conversions require careful coordination with retirement income, tax brackets, and Medi... more

When markets are volatile, the way your retirement income is structured matters more than ever. In this episode, Marc and David Linsky break down how different income sources, investment “buckets,” and purposeful asset allocation can work together in... more

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Reviews

5.0 out of 5 stars from 3 ratings
  • Informative and educating

    As a local to southwest FL, I’ve seen the Linsky’s on CBS and gave them further listening. The family sounds trustworthy and informative, seems like they have genuine passion for the financial industry too. Looking forward to hearing more podcast.

    Apple Podcasts
    5
    Greg0804
    United States3 years ago

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1. Life Starts at Retirement

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The Retirement Reality Report launched 3 years ago and published 147 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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