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.

Key Takeaways:

• 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!

Resources:

• Get Your FREE Simply Retirement Roadmap
• Website: Savvy Ladies
• Website: Purse Strings
• #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
• #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

Connect with Eric Blake:

• www.TheSimplyRetirementPodcast.com
• Join the Simply Retirement Newsletter
• Ask a Question or Suggest a Topic for the Podcast
• Blake Wealth Management

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