
Sign up to save your podcasts
Or


What does Shohei Ohtani’s $700 million contract have in common with your retirement plan? In this episode of The Real Money Coach podcast, host Tony Jackson explores the power of deferral -- repositioning income for future financial security. Learn how strategies like delaying Social Security, using tax-advantaged accounts, and balancing cash flow with guaranteed income can help retirees navigate timing, taxes, and inflation. Tony shares practical questions to ask your advisor, the importance of annual portfolio reviews, and why a disciplined approach matters more than a lucky guess. Tune in for relatable stories and actionable insights to help you rethink your financial future.
If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing [email protected]
For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666
See omnystudio.com/listener for privacy information.
By Tony JacksonWhat does Shohei Ohtani’s $700 million contract have in common with your retirement plan? In this episode of The Real Money Coach podcast, host Tony Jackson explores the power of deferral -- repositioning income for future financial security. Learn how strategies like delaying Social Security, using tax-advantaged accounts, and balancing cash flow with guaranteed income can help retirees navigate timing, taxes, and inflation. Tony shares practical questions to ask your advisor, the importance of annual portfolio reviews, and why a disciplined approach matters more than a lucky guess. Tune in for relatable stories and actionable insights to help you rethink your financial future.
If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing [email protected]
For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666
See omnystudio.com/listener for privacy information.