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.
Reality of Retirement Spending
Planning for the Future as a Family
We'll explore how families can work together to set goals, build financial security, and a shared vision for the years ahead. Learn practical tips on how to align family priorities, navigate major life decisions, and build a plan that supports both current needs and future generations.
Break These Financial Habits
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.
Building a Stronger Foundation
When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way, focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.
The Unknowns of Retirement
When it comes to retirement there are lots of things that are out of our control that we wished we could predict. This is why it's so important to have a plan in place to be able to handle the unknowns of retirement.
A Trial Run at 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.
The Legacy Plan
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.
Hidden Risks That Can Impact Your Retirement
Are you protecting your retirement from hidden risks? From market swings to rising costs, financial threats can quietly erode your nest egg. In this episode, we reveal key risks and how to prepare so your money lasts. Don't miss this essential podcast to a more secure retirement.
Make Your Retirement Money Last
Gone are the days when retirees could rely heavily on robust corporate pension plans. Today, not only are corporate pensions a fading memory, but many retirees need more than their Social Security benefits. This places a greater burden of securing a financially stable retirement on individuals.
Financial Habits You Should 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.