Investing in Retirement – Part 1: It Starts with Having a Plan (Ep. 80)
Retirement is shifting in ways that require new thinking, new planning, and new strategies.
In this episode, I launch a new series on the seven essential strategies for successful investing in retirement. I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting with a clear financial plan is more important than ever.
In this conversation, we cover:
- How the retirement landscape has changed
- Why investing in retirement is different than investing for retirement
- The Great Wealth Transfer and its impact on women managing wealth for the first time
- How values and goals form the foundation of your financial roadmap
- Why a financial plan is the cornerstone of all retirement strategies
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- #50 – Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready?
- #56 – What Will You Do with Your 1,000 Hours a Year in Retirement?
- #72 – Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy
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
- YouTube
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