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


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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


Ways to Enjoy Today's Episode

📚 Read the Transcript
👀 Watch us on YouTube
🎧 Listen on Your Favorite Podcast App

Episode Resources: 

➡ Join the Simply Retirement Newsletter
➡ Ask a Question
➡ Can Your Retirement Portfolio Survive a Stock Market Crash? Here’s How to Tell
➡ Political Calculations
➡ The Power of Dividends: Past, Present, and Future
➡ Living To 100

Are You Retiring Soon?

We specialize in helping women over 55 develop a retirement strategy that provides dignity and independence throughout retirement.

Our Simply Retirement Roadmap™ will help you answer your BIG questions on how to live retirement on your terms and help you evaluate our firm.





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 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.