Linda Rogers, Owner & Financial Planner

Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ Professional

linda-roundIn 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer’s 401k plan and other benefits that I did not completely understand. Despite graduating with an Economics degree from a great school, I was never taught how to invest my 401k money, or how much I should actually be saving every year towards retirement. That led me to read everything possible about personal finance that I could get my hands on, and shortly after, transition into financial planning as a profession.

I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics from Villanova University. I earned my Enrolled Agent in 2013.  I now have more than 11 years’ of experience giving financial advice.

My process begins with a simple and free phone consultation. I don’t judge. I understand that sharing personal finances is personal. I treat all my clients with discretion, confidentiality, and trust.

I hope to work with you.


Contact Me:

Schedule a FREE Initial Call with me
Email Me: linda@planningwithinreach.com
Call Me: (619) 567-9306 x1
Office: Virtual
Physical Location: Memphis, TN


This past year in visuals!

Camping at Van Damme State Park

Yellowstone with the family


In the Media

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Credit Lock v.s. Freeze. Don’t Get Fooled.

Dear Alicia,  I have been following your newsletter telling me that credit freezes will now be free. The other day I was watching television and saw an advertisement for Experian’s Credit Lock Services. Should I sign up for that instead of the freeze? It sounds exactly the same to me. Thanks, Credit Craig Dear Craig, Great question! A credit freeze and a credit lock are two separate services. They are very similar but do have distinct differences. Credit Lock: Instant... Read More

Can’t get yourself FIREd? You can still have a LIFE.

FIRE stands for financially independent, retire early. The movement continues to grow, with retirees in their 20’s through 40’s. It has caught on because it is unexpected – we don’t picture retirees being so young. Yet it is entirely possible and there is an ever-growing number of blogs and books that prove it. The typical profile of someone who has achieved FIRE: Graduated from college with very little or no student loan debt Earned $100,000+ per year with benefits Saved... Read More