Your Pension Won’t Be Enough

Most retirees with pensions and Social Security think they don’t need income investing, but James Locke explains why that mindset can cost you freedom, flexibility, and future security.

In this episode, James breaks down:
• The real purpose of income investing in retirement
• How steady cash flow helps builds flexibility and peace of mind
• Why predictable income beats market guesswork
• The truth about taxes on dividends, bonds, and REITs

Even if your expenses are covered, this insight could change how you view your portfolio and your future stability.

📍 Poole Locke Associates: 1521 Concord Pike, Suite 103 West, Wilmington, DE 19803
📞 302.439.0733
🌐 Website: poolelocke.com
💼 LinkedIn: James Locke

Fee-based financial planning and Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Poole Locke Associates and Sound Income Strategies, LLC are not associated entities. Poole Locke Associates is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies, LLC are associated entities.

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not an indication of future results. Please consult with a qualified financial advisor or tax professional about your specific financial situation before implementing any strategy discussed.