The Real Money Coach Podcast

Tony Jackson
  • 5.0 (1)
  • Investing
  • Updated Biweekly

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony’s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony’s message is clear: real money starts with real understanding.

  1. 5d ago

    When Retirement Doesn’t Go as Planned

    What if your retirement date arrives before your plan is ready? This episode explores why rigid retirement strategies can fall apart, and how flexibility, personalized income planning, and regular reviews help keep things on track. The conversation highlights assigning purpose to every dollar, balancing income versus legacy goals, and preparing for life’s unexpected shifts. It also examines Social Security’s role, potential income gaps, and why relying on one source can create risk. From estate planning pitfalls to family communication, the focus stays on building adaptable strategies that reflect your values, not a one-size-fits-     For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    28 min

  2. Jun 16

    The Retirement Trap Most People Don’t See Coming

    What if your biggest retirement risk isn’t running out of money, but relying on the wrong kind of income?  This episode explores why multiple income streams matter in retirement and how they work together to create stability. The conversation highlights the impact of inflation, taxes, and healthcare costs, while breaking down the difference between assets that grow in value and those that generate usable income. It also tackles the appeal, and pitfalls, of collectibles, real estate, and market trends when building a plan. Most importantly, it emphasizes having a strategy for both earning and withdrawing money, so retirement becomes about choice, not necessity.   For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    26 min

  3. Jun 9

    Why Your Portfolio Won’t Pay for Groceries

    What looks like a solid retirement plan on paper may not translate into real income when it matters most. This episode explores why portfolios alone aren’t enough and how cluttered accounts, DIY strategies, and misunderstood diversification can leave gaps. The conversation highlights the importance of turning assets into reliable income, factoring in taxes, and planning for rising costs like healthcare. It also touches on the risks of taking advice from unqualified sources and the value of second opinions. Through real-world examples, the discussion emphasizes clarity, strategy, and understanding what retirement income truly looks like beyond account balances   For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    25 min

  4. Jun 2

    Is the 4% Rule Failing Retirement Plans?

    What if six figures still isn’t enough for retirement anymore? This episode explores how inflation, market volatility, and shifting lifestyles are changing what it really takes to retire comfortably. The conversation breaks down common misconceptions, like relying on the 4% rule, and highlights the importance of building a personalized income strategy. From Social Security timing to tax considerations and real, life spending habits, it’s a candid look at why there’s no one, size-fits, all plan. The role of guidance, planning, and honest financial conversations takes center stage, along with how retirement can reflect personal goals, family dynamics, and the desire to enjoy life beyond just covering expenses.     For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    24 min

  5. May 26

    “Same Savings, Different Outcomes: What Changed?”

    What happens when two retirees start with the same savings, but end up in completely different financial realities? This episode explores how timing, market downturns, and the “sequence of returns” can shape retirement outcomes. Through a real-world example, the conversation highlights why withdrawing income during market declines can have lasting effects. The discussion also covers diversification, protected income strategies, and the importance of building a flexible income plan. Listeners hear how managing risk, understanding products beyond their labels, and focusing on a personal “baseline” income can influence long-term stability. The episode emphasizes that retirement success is less about a specific number and more about how money is managed.   For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    27 min

  6. May 19

    Retirement Planning Without Fear or Guesswork

    What happens when retirement fears collide with market noise, Social Security confusion, and cash-based careers? In this episode, Tony to unpacks how real people, especially those in marginalized and gig-based communities, can think differently about retirement planning. The conversation centers on education over fear, why Social Security should never stand alone, and how income planning looks different for workers without traditional W‑2s. From barbers and childcare providers to pastors and small business owners, this episode explores why your value isn’t tied to account balances and why understanding your options matters more than timing driven by anxiety. It’s a grounded discussion about stability, information, and asking the right questions before retirement decisions are made.   For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    26 min

  7. May 12

    Before the Numbers: What the First Money Conversation Reveals

    The first financial meeting isn’t about spreadsheets, it’s about what’s keeping you up at night. On this episode Tony Jackson unpacks what really happens in that first sit down, where judgments are off the table and conversations come first. From aligning retirement visions between spouses to addressing unspoken fears about money, legacy, and life after work, the focus stays on clarity, comfort, and connection. It’s a look at why understanding the person matters before talking numbers, and how honest dialogue can reshape the financial journey ahead.   For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    26 min

  8. May 5

    Is There a “Right” Number for Retirement Savings?

    How much should you really be saving for retirement, and does one number fit everyone? In this episode, Tony unpacks common retirement rules of thumb, including saving percentages, the so-called retirement “red zone,” and why lifestyle, not formulas, drives real planning. They discuss balancing risk as retirement approaches, protecting against market losses, and thinking beyond the first few years of retirement. The conversation highlights how personal goals, family considerations, and longevity expectations shape long‑term strategies, and why individualized planning matters at every age, from your 30s to well into retirement.   For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666   Please visit the website TheRealMoneyCoach.com to register for upcoming events See omnystudio.com/listener for privacy information.

    24 min
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About

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony’s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony’s message is clear: real money starts with real understanding.

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