#83 - Investing in Retirement - Part 4: Putting the Pieces Together for a Successful Retirement
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“You don’t need a perfect plan to begin. You just need to take one small step — those steps start to add up.”
- Eric Blake
Retirement planning doesn’t end once you stop working; it evolves.
In this episode, I wrap up my seven essential strategies for successful investing in retirement, focusing on two of the most pivotal: managing your tax burden and deciding whether to work with an advisor.
I share how to plan ahead for taxes, the importance of timing withdrawals, and why every woman deserves a seat at the financial table.
EPISODE SUMMARY
- Why emotional decisions during market downturns often lead to poor outcomes
- How to manage your lifetime tax liability, not just your yearly one
- Why your retirement income plan should start 2–5 years before retiring
- The key questions to ask before hiring a financial advisor
- The importance of involving both spouses, especially women, in financial conversations
- And more!
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👉 Get Your Complimentary Retirement & Tax Analysis
- Related Episodes
- #80 - Investing in Retirement - Part 1: It Starts with a Plan
- #81 - Investing in Retirement - Part 2: Changing the Way You Think About Retirement
- #82 - Investing in Retirement - Part 3: The Building Blocks of Your Retirement Portfolio
- #48 - How to Pay Taxes in Retirement: What You Need to Know
- #54 - How Social Security Gets Taxed: What You Need to Know
- #65 - How the New Tax Law Could Impact Your Retirement
- #75 - Year-End Tax Planning Checklist for 2025
- Resources
- Website: Savvy Ladies
- Website: Purse Strings
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