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.
The Client Experience
How’s Your Financial Health?
We all know the basics of physical wellness - eat well, stay active, get enough rest. But when it comes to your finances, how do you know if you're truly healthy? In this episode, we break down what financial wellness looks like and how to spot areas that may need attention - especially as you approach retirement.
Retirement for Small Business Owners
Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. We're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.
Twin Threats to Your Retirement
Market crashes get the headlines, but two quiet threats - rising taxes and persistent inflation - could do even more damage to your retirement. In this episode, we break down how these risks can erode your savings and what steps you can take now to protect your financial future.
Estate & Legacy Planning
You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size.
Hidden Risks in 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.
Things to Consider Before You Retire
Financial choices you make regarding retirement will be
some of the most important decisions you will make.
What are some of the things you may want to consider?
Optimizing Social Security
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the system's complexities often proves challenging, leaving many to question the best way to optimize the benefits they will receive over their lifetime.
Retirement Planning for Women
A longer life expectancy can expose women to various financial risks, including the possibility of outliving their assets. How can women help ensure their money lasts as long as they do?
Rebalance Your Retirement Portfolio
Regularly rebalancing your portfolio is important to managing risk and helping to stay on track for your retirement goals.