The Simply Retirement Podcast

Investing in Retirement – Part 1: It Starts with Having a Plan (Ep. 80)

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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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        The Simply Retirement PodcastBy Eric Blake