The biggest threats to retirement often come from assumptions we don’t even realize we’re making. In this episode of The Real Money Coach, Tony Jackson challenges common beliefs about longevity, health, inflation, markets, and taxes—and explains how those assumptions can quietly undermine retirement plans. The conversation covers living longer than expected, required minimum distributions, tax traps for retirees and heirs, and why planning for uncertainty matters more than hoping for stability. It’s a practical discussion about aligning money with real life, not ideal scenarios.

 

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.