Investing in Retirement – Part 4: Putting the Pieces Together for a Successful Retirement (Ep. 83)
Retirement planning doesn’t end once you stop working; it evolves.
In this episode, I wrap up my seven essential strategies for successful investing in retirement, focusing on two of the most pivotal: managing your tax burden and deciding whether to work with an advisor.
I share how to plan ahead for taxes, the importance of timing withdrawals, and why every woman deserves a seat at the financial table.
Key Takeaways:
- Why emotional decisions during market downturns often lead to poor outcomes
- How to manage your lifetime tax liability, not just your yearly one
- Why your retirement income plan should start 2–5 years before retiring
- The key questions to ask before hiring a financial advisor
- The importance of involving both spouses, especially women, in financial conversations
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- Website: Savvy Ladies
- Website: Purse Strings
- #48 – How to Pay Taxes in Retirement: What You Need to Know
- #54 – How Social Security Gets Taxed: What You Need to Know
- #65 – How the New Tax Law Could Impact Your Retirement
- #75 – Year-End Tax Planning Checklist for 2025
- #80 – Investing in Retirement – Part 1: It Starts with a Plan
- #81 – Investing in Retirement – Part 2: Changing the Way You Think About Retirement
- #82 – Investing in Retirement – Part 3: The Building Blocks of Your Retirement Portfolio
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
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