Hi Reader,

Retirement investing can raise many questions, especially when your savings must support your lifestyle for decades.

How do you balance growth, income, taxes, and market uncertainty when planning for life after work?

"When I ask a soon-to-be retiree what their number one fear is, the most common answer is, 'I don't want to run out of money.' But when I ask what the primary objective of their portfolio is, the typical response is, 'preserving my principal.'

These two statements are out of alignment."

ERIC BLAKE

7 Essential Strategies for Successful Investing for Retirement

In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven essential strategies for investing in retirement. I explain how a financial plan should guide investment decisions, why inflation can affect long-term purchasing power, and how retirees can think differently about market risk.

I also cover the role of stocks, dividend growth investing, tax planning strategies, Roth conversions, charitable giving, and important questions to consider when working with a financial advisor.

Throughout the presentation, I focus on creating a thoughtful approach to retirement investing that connects financial decisions with the lifestyle you want to support.

Key Takeaways:

• How a financial plan can guide retirement investment decisions instead of focusing only on portfolio performance
• Why inflation and rising costs can affect retirement income needs over several decades of life
• How retirees can measure investment risk by considering years of income during market downturns
• The role of stocks, dividend growth investing, and long-term thinking in retirement portfolios
• How tax strategies, Roth conversions, and charitable giving may influence retirement planning decisions
• And more!

You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.

​CLICK TO TUNE IN 👇

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The Simply Retirement Toolbox

👉 Webinar Recording: 7 Retirement Investing Strategies for a More Successful Retirement​​​​​​​

Planning for retirement isn't just about choosing investments. It's about creating a strategy that helps your money last while providing reliable income throughout retirement. In this presentation, Certified Financial Planner™ Eric Blake shares seven timeless retirement investing strategies designed to help you make more confident financial decisions.

You'll learn:

• Why your financial plan matters more than your portfolio
• The real objective of a retirement portfolio
• How to think about investment risk differently
• The role stocks play during retirement
• Why dividend growth investing deserves consideration
• Tax strategies that may help retirees keep more of their money
• Questions to ask before hiring a financial advisor

Whether you're preparing for retirement or already retired, these strategies can help you build a stronger foundation for long-term financial success.

Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

​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 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 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.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.