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The Simply Retirement Newsletter

Navigating Retirement Planning: Essential Tips for Women

Published 10 months ago • 2 min read

Hi Reader,

Are you a woman nearing retirement and feeling overwhelmed by financial decisions?

Seeking clarity and confidence in your financial future?

​Linda Lingo is a CPA and financial life coach with over three decades of experience. She specializes in helping women plan for retirement with confidence and financial security through comprehensive financial education and personalized coaching. Linda’s holistic approach, including her VIIP Method (Values, Intentional Money Spending, Investing, Protect), empowers women to achieve their retirement goals and live abundantly.

Join host Eric Blake as he engages with Linda in empowering women through financial education and personalized retirement planning. Discover how Linda's journey from a financial advisor to a coach is driven by her passion for educating clients and addressing the unique financial challenges women face.

You can learn more about Linda's story by reading the transcript, watching on YouTube, visiting www.thesimplyretirementpodcast.com, or listening on your favorite podcast app!

video preview​

Key Highlights

  • Linda’s Journey: Learn how personal experiences with inadequate financial advice led Linda to pursue a career dedicated to empowering women through financial literacy
  • Empowering Women: Discover strategies for women to transition from investing growth to effective retirement withdrawals, with a focus on tax-efficient strategies
  • Financial Education: Understand Linda’s approach to untangling financial concepts like investing, diversification, and risk management, making women better investors
  • Collaborative Coaching: Experience Linda’s unique method of sitting beside clients, fostering a collaborative and supportive environment
  • Retirement Challenges: Explore the common obstacles women face, such as lack of financial understanding and fear of asking questions, and how to overcome them
  • Mindset Shift: Learn how to move from a scarcity mindset to one of abundance, promoting confidence in your financial decisions
  • Importance of Teamwork: Appreciate the value of a cohesive team of financial professionals working together for a client’s retirement success
  • And much more!

Episode Resources

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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🎧 The Simply Retirement Podcast​. A Top Podcast for Women and Retirement.
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👀 YouTube​. Watch the Podcast and get additional retirement education tailored to women.

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​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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Blake Wealth Management​
201 W Virginia Street, Suite 102
McKinney, TX 75069
972-426-7237
www.blakewealthmanagement.com
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The Simply Retirement Newsletter

Eric Blake, CFP®

Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.

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