show episodes
 
Marc My Words is a podcast about learning and self reflection while pushing ourselves to make the most of our time and lives. Entrepreneurs from around the world talk to Marc Schmidt about their career transitions, life journey, and how they maintain a successful business. Marc and his guests have fun and informational chats about discovering your passion as well as all of the different and sometimes unlikely ways entrepreneurs wind up trading the 9 to 5 life to be their own boss.
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As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. 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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show series
 
Zhe Scott is an IT professional who is known for being the "SEO Queen" but this is only one side of who she is. In this episode of Marc My Words, Zhe tells the story of how she became interested in entrepreneurship and IT. Marc and Zhe also a little bit about how to use SEO strategy as well as the role AI plays in SEO tools as the technology evolve…
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Brady's journey into entrepreneurship has followed an unconventional route. After one particular event that related to his dog's behavior, Brady decided that he wanted to take more control over the way he was training his dogs. However, rather than become frustrated and resort to negative behavior, Brady became inspired and how positive ways to com…
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Narrowing down Dr Judy Morley's job title as an entrepreneur to just one thing is hard to do. Judy has done way more than run her cookie business. Not only did she start 9 businesses over 20 plus years, Judy also used her previous experiences in education and entrepreneurship to help and inspire new generations of professionals and aspiring entrepr…
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Shannon Houchin, Chief Roadie at Roadside Republic has taken what might seem like an outdated idea for self employment and has turned it into a profitable business venture. Not only did selling peaches turn out to be a smart decision for Shannon and her son, it also became an opportunity to combine old methods of making money with many of today's m…
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Leanne Linsky spent years building a career in corporate America by utilizing her dynamic personality and people skills in order to connect and help staff and management build camaraderie and find success together. However, along the way, Leanne discovered that she also had the ability to make others laugh. Combining her speaking skills with a grea…
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Tina Lopez's passion is to help content creators create their own passive income. She wants to help content creators of all skill levels and employment statuses turn their passion into something that can also help them make money. Tina not only wants to help content creators make money, she also wants to help them save their time. Tina understands …
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John Hewitt, CEO of Loyalty Brands and co-founder of tax company Jackson Hewitt discussed his journey from Math major at the University of Buffalo to running very successful income tax preparation companies. Although highly sucessful, John's journey came with its same of obstacles and challenges. Marc and John discuss all of the phases of his caree…
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Annuities seem to be the most confusing retirement tool. Marc Linsky, Dylan Linsky, and David Linsky break down their thoughts on why and how they implement annuities with their clients. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsk…
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Maxing out your 401k might seem like a great idea in theory, but Marc Linsky, David Linsky, and Dylan Linsky have a few ideas that might make you think otherwise. 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 clien…
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You have a few options when it comes to streams of income in retirement and passive income, but which is right for you? Marc Linsky, Dylan Linsky, and David Linsky explain how they help their clients map out their income strategy. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certifie…
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There are benefits and complications to higher interest rates. Marc Linsky, Dylan Linsky, and David Linsky explain how you could see this time as an opportunity. 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 client…
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Hidden fees in your retirement portfolio could be taking a big bite out of your savings. Marc Linsky, Dylan Linsky, and David Linsky break down how they find fees and can make a plan more efficient. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 35 years…
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What happened if you leave your 401k untoched? Marc, Dylan and David Linsky break down what could be going on with your retirement savings without you realizing it. 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 cli…
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We want you to retire on your timeline, but there could be more benefits to waiting a little bit longer. How can you tell? Marc Linsky, Dylan Linsky, and David Linsky have tips and ideas on how to figure out your best timeline. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified f…
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If you want to leave your legacy to your family, what is the best way to go about it? Marc Linsky, Dylan Linsky, and David Linsky have a few ideas to get you started. 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 c…
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Roth 401ks are becoming more popular in company plans, but what can those who don't have that opportunity do instead? Marc Linsky, Dylan Linsky, and David Linsky explain what other options you might want to look into. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial p…
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Just like most things, annuities have pros and cons. So are they right for you? Marc Linsky, Dylan Linsky, and David Linsky break down how to see if they'll fit your retirement puzzle. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky …
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Fees could take a huge bite out of your retirement savings if you don't keep an eye on them. Marc Linsky, Dylan Linsky, and David Linsky can help you identify those sneaky hidden fees. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky …
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You're only going to retire once, so it benefits you to have an extra financial educator on your side. Marc Linsky, Dylan Linsky, and David Linsky explain how they help their clients understand exactly how their retirement plan works. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a cert…
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Marc Linsky, Dylan Linsky, and David Linsky have a few things to keep in mind if you're looking at retirement in the next 5 years. 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…
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There are so many myths about annuities and one is that they don't have any liquidity. Marc Linsky, Dylan Linsky, and David Linsky explain there are some situations that can be flexible, but caution that it's not exactly what annuities are used for primarily. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRe…
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There's a big change when it comes to your catch up contributions that might be a huge benefit to you. Marc, Dylan, and David Linsky explain what this means for your retirement plan. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky ha…
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It's hard to believe more than half of the year is already gone. Marc, Dylan and David Linsky think it might be a good time to check on whether your retirement portfolio is on track. The Linskys explain what to look for in your mid-year portfolio review. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementReality…
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The S&P 500 recently exited from the longest bear market since 1948. So, is this a new bull market or just a bounce before a recession? Marc Linsky, Dylan Linsky, and David Linsky give their opinion, and whether they are getting clients positioned for the next market upswing. To schedule a complimentary consultation with L3 Family Wealth Partners v…
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Everyone wants to know if their plan is on track for retirement. You won't know until you get it run by a professional. Marc, Dylan, and David Linsky explain how they help their clients size up their plan and pivot if changes need to be made. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com…
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If you don't plan for long term care, the cost could catch you off guard. Marc Linsky, Dylan Linsky, and David Linsky explain some other options to help offest the cost of needing extra care in retirement. To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com…
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There have been rumblings and debates for months whether we are in a recession or not. Either way, we need to know what to do when it comes to our retirement accounts. Marc, Dylan, and David Linsky offer a few strategies to help you navigate this time. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visi…
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If you don't have a plan on paper, it's easy to understand why you might be nervous to spend in retirement. Marc, Dylan, and David Linsky explain how their Retirement Reality Report can give you a permission to spend. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com…
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More people are seeing offers for a lump sum payout on their pension, but should you take it? Marc Linsky and his two sons, David and Dylan explain the thinking that should go into this decision. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit RetirementRealityReport.com…
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Taxes could be a major expense in retirement without a tax strategy. Plus, most people think taxes will go up in the future. If you want to be as tax efficient as possible, Marc, Dylan, and David Linsky break down a few ways to get a plan in place. To schedule a complimentary consultation with L3 Family Wealth Partners call 561-867-8737 or visit L3…
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