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:
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Two Guys, Five Rings: Matt, Bowen & The Olympics
Two Guys (Bowen Yang and Matt Rogers). Five Rings (you know, from the Olympics logo). One essential podcast for the 2026 Milan-Cortina Winter Olympics. Bowen Yang (SNL, Wicked) and Matt Rogers (Palm Royale, No Good Deed) of Las Culturistas are back for a second season of Two Guys, Five Rings, a collaboration with NBC Sports and iHeartRadio. In this 15-episode event, Bowen and Matt discuss the top storylines, obsess over Italian culture, and find out what really goes on in the Olympic Village.