Navigating Retirement Planning: Essential Tips for Women with Linda Lingo (Ep. 31)

By Simply Retirement | September 18, 2024

Are you a woman nearing retirement and feeling overwhelmed by financial decisions?

Seeking clarity and confidence in your financial future?

Join host Eric Blake as he engages with Linda Lingo, a CPA and seasoned financial life coach, who brings over 30 years of expertise in empowering women through financial education and personalized retirement planning. Discover how Linda’s journey from a financial advisor to a coach is driven by her passion for educating clients and addressing the unique financial challenges women face.

Key Highlights:

Linda’s Journey: Learn how personal experiences with inadequate financial advice led Linda to pursue a career dedicated to empowering women through financial literacy
Empowering Women: Discover strategies for women to transition from investing growth to effective retirement withdrawals, with a focus on tax-efficient strategies
Financial Education: Understand Linda’s approach to untangling financial concepts like investing, diversification, and risk management, making women better investors
Collaborative Coaching: Experience Linda’s unique method of sitting beside clients, fostering a collaborative and supportive environment
Retirement Challenges: Explore the common obstacles women face, such as lack of financial understanding and fear of asking questions, and how to overcome them
Mindset Shift: Learn how to move from a scarcity mindset to one of abundance, promoting confidence in your financial decisions
Importance of Teamwork: Appreciate the value of a cohesive team of financial professionals working together for a client’s retirement success
And much more!

Listen in for actionable advice on improving financial literacy, overcoming retirement planning challenges, and fostering a positive financial mindset with Linda Lingo.

Resources:

Connect with Eric Blake:

Connect with Linda Lingo:

About our Guest:

Linda Lingo, CPA, is a financial coach with a mission to help professional and solopreneur women planning for their Golden Years to retire with confidence and financial security. With over 30 years of experience in the finance industry, Linda has helped countless women create clear retirement plans that provide them with a comfortable and stress-free life after work.

This is where Linda’s expertise is vital – with a passion for helping women retire with financial security, she has developed a unique coaching program that guides her clients through every step of the retirement planning process. From setting financial goals to creating a personalized investment plan, Linda’s coaching provides the support and guidance women need to achieve their dreams of retiring comfortably.

As a divorcee, Linda uses the trauma and pain from her own “Gray Divorce” to provide empathy and proven strategies to women divorcing later in life. Combined with her ability to get results for her clients, Linda delivers a 1000% ROI for her clients, helping them create a clear path to retirement and giving them the confidence to enjoy their golden years. With Linda’s guidance, her clients have experienced a shift from anxiety around their finances to clarity and confidence, with a positive money mindset that sets them up for success.

Linda’s success has been featured in Wealth Management, as well as multiple podcasts to inspire women to decide today to prepare to retire well. As an involved community leader, Linda has served as the treasurer of The Women’s Fund, Assertive Women Entrepreneurs and Women of Vision.

She has been active in Soroptimist International, and Girls Inc. She also supports women-owned businesses as an Activator with SheEO and is active in the National Cinderella to CEO Awards Program. Linda now lives in Oregon to be closer to her two children and three grandchildren who she adores. Linda is living her dream life which includes traveling, reading, gardening, and everything about wine.

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