Could your 401(k) be quietly draining your retirement savings? In this episode, David Linsky breaks down how outdated plans, hidden fees, and limited investment options may be holding you back. Learn how a 401(k) X-ray can uncover opportunities like in-service distributions and brokered sleeves—tools that can help you take control of your retirement strategy before you even leave the workforce. Whether you're nearing retirement or just want clarity, this conversation is your wake-up call to get unstuck and get informed.
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.
See omnystudio.com/listener for privacy information.
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