Investing in Retirement: It Starts with a Plan


Good morning, Simply Retirement Community!

Welcome to our weekly newsletter that reminds us that..

Retirement is not the end of the road; it is the start of a new journey.


Each week, in our "Retirement Toolbox", we share a helpful guide or checklist to help you plan for a successful retirement (See below for this week's free retirement guide, "What Issues Should I Consider When Reviewing My Investments?" 👇).

However, with Thanksgiving week underway, we wanted to share a fun Thanksgiving Guide to help you determine, "Am I Ready for Thanksgiving?" 😄

From our team to your family, Happy Thanksgiving!

👉 "Am I Ready for Thanksgiving?"


Investing in Retirement - Part 1: It Starts with a Plan

💬 From Episode 80:

“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.

Tune in to learn:

  • 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!

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



The Retirement Toolbox

👉 What Issues Should I Consider When Reviewing My Investments?​​​

Whether you are a novice or an experienced investor, it is critical to review your investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals.

This checklist helps guide you when reviewing your investment portfolios, and covers:

  • Investment objectives
  • Time horizon and risk tolerance
  • Diversification and asset allocation
  • Tax management, including capital gains and the NIIT
  • Performance monitoring

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®

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201 W. Virginia Street, #102, McKinney, Texas 75069

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.

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