Are you ready for the real challenges that come after reaching your retirement summit? Marc and David Linsky reveal why the descent—managing withdrawals, taxes, and cash flow—is often trickier than the climb. Discover strategies for handling required minimum distributions, optimizing charitable giving, and making your nest egg last. This episode explores practical ways to navigate the complexities of retirement and keep your financial plan working for you.
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.
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