#3 - Preparing for Retirement: Seven Essential Strategies for Successful Investing in Retirement

READ THE TRANSCRIPT

Investment planning is only one part of creating a successful retirement. What you want is to create a secure investment plan that will protect your retirement income and ensure you reach your retirement goals.

In this episode, we focus on investment planning for retirement. Eric share tips and insight on securing a retirement income that will survive no matter what the market throws at it and ensure a successful financial future.

Key Highlights:

How retirement planning has changed over the past few decades
The seven essential strategies for a successful investment during retirement
How the division of asset types impacts investment success
Why tax planning is critical to increasing the income kept after withdrawing from a retirement account
And more

Episode Resources

➡ Can Your Retirement Portfolio Survive a Stock Market Crash? Here’s How to Tell
➡ Living To 100

⬅️ #2 - The Simply Retirement roadmap™️ process

#4 - What are your financial planning principles? ➡️ ️

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.