As a holistic advisor, Linda Gardner focuses on discovering what keeps you awake at night. What are your needs, goals, and hopes for retirement? Then she searches for the best solutions and helps you evaluate them. Together you’ll create a plan that’s uniquely yours and provides you with a sleep-at-night portfolio. Holding a Series 65 securities license means that she has a fiduciary responsibility toward her clients – always keeping their best interest in mind.
Linda is a member of National Ethics Association, Women’s Estate Planning Council, MDRT, American Association for Long Term Care, and Ed Slott’s Master Elite IRA Advisor Group. Linda also holds a Colorado Life and Health Insurance license.
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Investment Advisory Services offered by Linda Gardner through Brookstone Capital Management, LLC, (BCM) a SEC Registered Investment Advisory Firm. Blue Heron Capital, LLC and BCM are independent of each other.
Behavioral Finance and You
Testing Out Retirement
You can test drive a car or an RV, but what about your retirement? We'll share some tips to think about before you make the leap into retirement.
Financial Habits to Break
Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future, is right now.
Estate Planning and Beneficiary Designations
Is your estate plan up to date? After you pass away, will your assets and money go where you intend? Is there a beneficiary form that was not updated after a life situation changed? Do your loved ones a favor and listen to the podcast now.
Retirement Unknowns
A lot can happen to you in 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
Unplanned Retirement Costs
You probably know what you should plan to spend on housing and groceries in retirement. And you've been dreaming to finally book that luxury vacation or close on that lake house in retirement. But are you ready for all the unplanned costs in retirement? We'll discuss some surprising, unexpected costs that could knock your retirement off course.
Creating A Lasting Legacy
It’s easy to make assumptions about what goes into a legacy plan. We'll help make it clear for you as we dive into the basics of creating a lasting legacy for your family.
Plan For The Worst - Hope For The Best
We can’t prevent bad things from happening. But we can help plan for the worst so if there is an accident, emergency, or serious medical diagnosis … you and your loved ones can focus on healing, not financial headaches.
Special Guest - David Walker
David provides a thoughtful analysis of the US economy and the US National Debt which now exceeds $36 TRILLION! He is very impressive. Using his extensive experience as a CPA, David served as the seventh Comptroller General of the United States and head of the U.S. Government Accountability Office (GAO) for almost ten years (1998-2008). He served under Presidents Bill Clinton and George W. Bush. David also appeared in the Psychology of Retirement Movie Premiere Hosted by the Blue Heron Capital Team. This is a must listen podcast!
Preserving Your Retirement from Taxes
There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But how do you find the right help with tax planning for your retirement?