#2 - The Simply Retirement Roadmap™ Process
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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
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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, Private Client Services, 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 Private Client Services, RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a descri