#80 - Investing in Retirement - Part 1: It Starts with a Plan
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“Your portfolio is not the plan. It’s simply the vehicle that gets you where you want to go. Your plan is the roadmap—and without that roadmap, even the best vehicle has no direction.” - Eric Blake
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.
EPISODE SUMMARY
- 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!
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