#31 - Navigating Retirement Planning: Essential Tips for Women with Linda Lingo

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Are you a woman nearing retirement and feeling overwhelmed by financial decisions? 

Seeking clarity and confidence in your financial future?

Join host Eric Blake as he engages with Linda Lingo, a CPA and seasoned financial life coach who brings over 30 years of expertise in empowering women through financial education and personalized retirement planning. Discover how Linda's journey from a financial advisor to a coach is driven by her passion for educating clients and addressing the unique financial challenges women face.

Listen in for actionable advice on improving financial literacy, overcoming retirement planning challenges, and fostering a positive financial mindset with Linda Lingo.

 Key Highlights

• Linda’s Journey: Learn how personal experiences with inadequate financial advice led Linda to pursue a career dedicated to empowering women through financial literacy
• Empowering Women: Discover strategies for women to transition from investing growth to effective retirement withdrawals, with a focus on tax-efficient strategies
• Financial Education: Understand Linda’s approach to untangling financial concepts like investing, diversification, and risk management, making women better investors
• Collaborative Coaching: Experience Linda’s unique method of sitting beside clients, fostering a collaborative and supportive environment
• Retirement Challenges: Explore the common obstacles women face, such as lack of financial understanding and fear of asking questions, and how to overcome them
• Mindset Shift: Learn how to move from a scarcity mindset to one of abundance, promoting confidence in your financial decisions
• Importance of Teamwork: Appreciate the value of a cohesive team of financial professionals working together for a client’s retirement success
• And much more!

Episode Resources

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.