Financial Advisors – The Simply Retirement Podcast

7 Essential Strategies for Successful Investing for Retirement (Ep. 121)

By The Simply Retirement Podcast | September 9, 2026

Retirement investing can bring many questions, especially when your savings need to support your lifestyle for decades. How do you balance growth, income, taxes, and market uncertainty when planning for life after work?

In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven essential strategies for investing in retirement. I explain how a financial plan should guide investment decisions, why inflation can affect long-term purchasing power, and how retirees can think differently about market risk. I also cover the role of stocks, dividend growth investing, tax planning strategies, Roth conversions, charitable giving, and important questions to consider when working with a financial advisor.

Throughout the presentation, I focus on creating a thoughtful approach to retirement investing that connects financial decisions with the lifestyle you want to support.

Key points:

How a financial plan can guide retirement investment decisions instead of focusing only on portfolio performance
Why inflation and rising costs can affect retirement income needs over several decades of life
How retirees can measure investment risk by considering years of income during market downturns
The role of stocks, dividend growth investing, and long-term thinking in retirement portfolios
How tax strategies, Roth conversions, and charitable giving may influence retirement planning decisions
And more!

Resources:

Connect with Eric Blake:

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Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)

By The Simply Retirement Podcast | April 30, 2025

The financial services industry is facing a significant shift as women are positioned to control an increasing share of wealth. This shift requires financial advisors to adapt their strategies to better serve women’s specific needs and priorities.

Are firms ready to change their long-held practices to meet the needs of this growing client base?

In this milestone 50th episode, I explore the increasing control of wealth by women and the financial industry’s reaction to this change. I emphasize the necessity for advisors to change their methods to effectively serve women. Additionally, we share client stories that illustrate the specific concerns and needs of women in financial planning.

Key points:

The reasons behind financial advisors’ current concerns
Why women are poised to control a significant portion of U.S. wealth
The transition of financial responsibility that women experience post-divorce or widowhood
How understanding emotional connections to money impacts financial decisions
And more!

Resources:

Connect with Eric Blake:

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