Episode 19: The Opportunity Cost of Waiting

In this episode of Real World Retirement, host Alex Pushman is joined by Foguth Financial Advisor Jacob Black for a practical conversation about what can happen when important financial decisions get pushed to “later.” Together, they explore the real-world trade-offs of waiting, how unexpected life events can change your timeline, and why proactive planning may create more flexibility and confidence over the long run.

You’ll hear them discuss:

• How waiting can create hidden costs in areas like taxes, income planning, and timing
• Why life events don’t wait—and how planning ahead can help you adapt
• The value of a coordinated strategy that connects investments, taxes, Medicare, Social Security, and estate planning
• Why transparency and education matter when working with a financial professional

Legal Disclaimer: This content is for informational and educational purposes only and should not be construed as financial, investment, tax, or legal advice. Advisory services are offered through appropriately registered entities. Investing involves risk, including the potential loss of principal. Any references to specific strategies are general in nature and may not be appropriate for your individual situation. Consult a qualified professional regarding your specific circumstances before making any financial decisions.