Shows
The Simply Retirement PodcastThe Truth Behind Social Security Increases and What They Mean for Your Retirement (Ep. 87)That annual Social Security increase announcement can be confusing.
Is it a bonus? Will it cover your rising costs? More importantly, how does it really affect your decisions about when to retire and when to claim your benefits?
In this episode, I unpack the new 2.8% cost-of-living adjustment for 2026. We explore how Social Security benefits grow differently before and after age 62, why the inflation measure might not match your personal expenses, and how your early work years still count. We provide clarity on how delaying your claim and continuing to work can increase your lifetime benefits, e...
2026-01-1426 minThe Simply Retirement PodcastThe Truth Behind Social Security Increases and What They Mean for Your Retirement (Ep. 87)That annual Social Security increase announcement can be confusing.
Is it a bonus? Will it cover your rising costs? More importantly, how does it really affect your decisions about when to retire and when to claim your benefits?
In this episode, I unpack the new 2.8% cost-of-living adjustment for 2026. We explore how Social Security benefits grow differently before and after age 62, why the inflation measure might not match your personal expenses, and how your early work years still count. We provide clarity on how delaying your claim and continuing to work can increase your lifetime benefits, e...
2026-01-1426 minThe Simply Retirement PodcastThe Truth Behind Social Security Increases and What They Mean for Your Retirement (Ep. 87)That annual Social Security increase announcement can be confusing.
Is it a bonus? Will it cover your rising costs? More importantly, how does it really affect your decisions about when to retire and when to claim your benefits?
In this episode, I unpack the new 2.8% cost-of-living adjustment for 2026. We explore how Social Security benefits grow differently before and after age 62, why the inflation measure might not match your personal expenses, and how your early work years still count. We provide clarity on how delaying your claim and continuing to work can increase your lifetime benefits, e...
2026-01-1426 minThe Simply Retirement PodcastTaking Control During Divorce: How Coaching Can Help You Make More Confident Decisions (Ep. 86)Divorce doesn’t have to be devastating.
It can be empowering when approached with clarity and the right support.
In this episode, I sit down with Karen Covy, divorce coach, attorney, and mediator, to explore how women can take control of the divorce process. We talk about choosing the right process for your situation, understanding your finances, and why preparation and strategy make all the difference in creating a smoother transition and stronger future.
Key Takeaways:
The importance of choosing the divorce process that best fits your goals and circumstances
Why most la...
2026-01-0731 minThe Simply Retirement PodcastTaking Control During Divorce: How Coaching Can Help You Make More Confident Decisions (Ep. 86)Divorce doesn’t have to be devastating.
It can be empowering when approached with clarity and the right support.
In this episode, I sit down with Karen Covy, divorce coach, attorney, and mediator, to explore how women can take control of the divorce process. We talk about choosing the right process for your situation, understanding your finances, and why preparation and strategy make all the difference in creating a smoother transition and stronger future.
Key Takeaways:
The importance of choosing the divorce process that best fits your goals and circumstances
Why most law...
2026-01-0731 minThe Simply Retirement PodcastSocial Security: Essential Rules for Women and Divorcees (Ep. 85)Understanding Social Security can feel complicated, especially when life events like divorce or widowhood come into play.
In this episode, I join Karen Covy on her podcast, Off The Fence, to walk through the rules that often matter most for women.
We discuss how full retirement age works, how spousal, ex-spousal, and survivor benefits are determined, and what to know about the 10-year marriage rule. Our conversation also covers the Social Security Fairness Act and how it affects certain workers with pensions.
Together, we outline key considerations that can help listeners better understand t...
2025-12-3143 minThe Simply Retirement PodcastInvesting in Retirement – Part 1: It Starts with Having a Plan (Ep. 80)Retirement is shifting in ways that require new thinking, new planning, and new strategies.
In this episode, I launch a new series on the seven essential strategies for successful investing in retirement. I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting with a clear financial plan is more important than ever.
In this conversation, we cover:
How the retirement landscape has changed
Why investing in retirement is different than investing for retirement
The Great Wealth Transfer and its impact on...
2025-11-2621 minThe Simply Retirement PodcastCreating Your Encore Chapter with Joy Levin (Ep. 79)Retirement isn’t just about slowing down. It’s about stepping into a chapter that feels alive with meaning and joy.
In this episode, I speak with Joy Levin, President of Gen X Exec Encore and Certified Professional Retirement Coach, about how Gen X women can reimagine retirement as an encore to life. Together, we explore how to shift from career identity to personal fulfillment, build meaningful relationships, and create a future that truly lights you up.
Joy discusses:
The challenges Gen X professionals face when leaving long careers and redefining purpose
Her “Mix Tapes...
2025-11-1930 minThe Simply Retirement Podcast7 Smart Giving Strategies for Family and Charities Before Year-End (Ep. 78)The holiday season often inspires generosity, but how you give can make a big difference for both your loved ones and your finances.
In this episode, I explore seven actionable gifting strategies you can use before the year ends to support your children, grandchildren, and favorite charities while also being mindful of tax planning opportunities. I walk through practical examples to help you give with purpose and joy.
Keypoints:
The $19,000 annual gift exclusion and how it works with lifetime estate tax limits
Gifting appreciated assets like stocks to family or charities to reduce taxes
...
2025-11-1228 minThe Simply Retirement PodcastPreserving Family Stories and Legacies with Zoe Martin (Ep. 77)Our financial legacy is important, but our stories and memories are priceless.
This time, we go beyond numbers to focus on preserving the voices, photos, and experiences that define a family’s history.
In this episode, I sit down with Zoe Martin, founder of The Zoe Martin, to talk about the importance of capturing family stories and portraits before it’s too late. She shares her deeply personal journey that inspired her work and offers practical ways anyone can start preserving their legacy today.
Zoe discusses:
The personal story of her sister’s passi...
2025-11-0527 minThe Simply Retirement PodcastRebuilding After Abuse: Finding Strength with Dr. Brooke Jones (Ep. 76)What if your most painful experiences could become the foundation for new strength and hope?
In this episode, I sit down with Dr. Brooke Jones, Founder of Stronger Women, to talk about her journey of survival, recovery, and empowerment. She shares her story of leaving abuse, the challenges women face when trying to rebuild their lives, and the importance of financial independence. Together, we uncover how resilience, faith, and hope can transform even the darkest moments into a brighter future.
Dr. Brooke Jones discusses:
Her personal journey from surviving abuse to founding Stronger Women
...
2025-10-2933 minThe Simply Retirement PodcastSocial Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)Deciding when to start Social Security is more than a math equation. It’s about balancing life expectancy, risk tolerance, and long-term income needs.
In this episode, I explore the trade-offs of claiming early versus delaying for larger benefits. I explain how investing early benefits might change the picture, why survivor benefits matter, and how taxes and policy changes could influence your strategy. This conversation highlights the importance of tailoring the decision to your unique situation.
Key Points:
Why breakeven calculators don’t tell the full story about Social Security timing
The potential of inve...
2025-10-1529 minThe Simply Retirement PodcastExit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)Exiting a business is more than just a financial transaction. It’s a life transition that can affect family, legacy, and the future you envision.
In this episode, I sit down with Renita Wolf, MBA, founder and CEO of Poe Wolf Partners, to discuss how business owners can thoughtfully plan for a smooth and meaningful exit. We explore the importance of preparation, both financial and emotional, and what truly defines a successful transition.
Renita discusses:
Why over 80% of businesses never sell, and how to avoid being in that group
How emotions and identity play a...
2025-10-0132 minThe Simply Retirement PodcastCan I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)Retirement rarely unfolds exactly as planned, especially when unexpected life changes occur.
In this episode, I share a real listener’s story involving Social Security, divorce, and the possibility of going back to work. I walk through step-by-step strategies to help women understand their Social Security options and prepare for future benefits.
Key points:
How to determine whether Social Security payments are based on personal or spousal benefits
The rules for withdrawing a Social Security application within 12 months (Form SSA-521) and the repayment requirements
The earnings test and how going back to work before fu...
2025-09-2427 minThe Simply Retirement PodcastPlanning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)Too often, retirement planning focuses only on documents, but what happens when you don’t have the right people to rely on?
In this episode, I sit down with elder law attorney and founder of Solo Allies, Kathy McNair, to talk about the unique needs of solo seniors and why legal paperwork alone isn’t enough. We explore how to choose the right people for critical roles, when to consider professional support, and how to build a community for peace of mind in retirement.
Kathy discusses:
The difference between an estate planning attorney and an e...
2025-09-1731 minThe Simply Retirement PodcastNavigating Life After Loss – Part 2: Financial & Legal Aspects (Ep. 68)In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matters that can feel overwhelming, offering clear action steps to bring order during a difficult time. From meeting with an estate attorney and understanding probate versus living trusts to retitling property, updating beneficiary designations, and addressing debts, we help you focus on what matters most.
You’ll also learn how to protect against fraud, safeguard your privacy, and manage your loved one’s digital and social media...
2025-09-0331 minThe Simply Retirement PodcastNavigating Life After Loss – Part 1: The First Week (Ep. 67)Grieving the loss of a spouse is devastating. During that fog, there’s still paperwork, decisions, and urgent tasks demanding attention.
In this episode, we open up a three-part series called “Life After Loss.” I start by focusing on the first few days after losing a spouse, sharing essential steps to help with emotional healing and practical planning.
Key takeaways:
How to prioritize both emotional well-being and urgent financial responsibilities in the first week of widowhood
The importance of requesting 20–30 certified death certificates and why it’s better to order more than needed
Who to contact...
2025-08-2728 minThe Simply Retirement PodcastUnderstanding The Widow’s Penalty and What You Can Do About It (Ep. 66)Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women aren’t prepared for.
The Widow’s Penalty is real, and it can have long-term consequences on income, taxes, and retirement.
In this episode, I walk through the Widow’s Penalty, what it is, why it disproportionately affects women, and what proactive steps can be taken to protect your financial future. We share real client stories, clear up tax myths, and offer strategies to navigate the road ahead with more confidence and clarity.
Key points:
How the Widow’s...
2025-08-2040 minThe Simply Retirement PodcastHow the New Tax Law Could Impact Your Retirement (Ep. 65)Tax law changes might not sound exciting, but these updates could have a powerful impact on your retirement plans.
In this episode, I unpack the top provisions from the new One Big Beautiful Bill Act and how they may affect retirees, especially women planning for long-term income.
I break down tax deductions, clarify what’s changing (and what’s not), and offer timely planning strategies you can apply before 2028.
Key points:
The new $6,000 bonus tax deduction for those age 65 and over, and how it stacks on top of standard or itemized deductions
The...
2025-08-1335 minThe Simply Retirement PodcastNavigating Career Transitions for Women Over 55 with Kristi Cline (Ep. 64)Changing careers or returning to the workforce after a long break can feel overwhelming. But what if the process could feel empowering instead?
In this episode, I sit down with Kristi Cline, Founder & CEO of We Write It Now Resumes & Career Resources, to discuss how women approaching or in retirement can pivot their careers with confidence and purpose. Kristi shares strategies for crafting impactful resumes, networking effectively, and regaining clarity on your career values.
Kristi discusses:
Why job seekers must be intentional and strategic rather than relying on mass applications
The value of identifying...
2025-08-0634 minThe Simply Retirement PodcastSocial Security Planning After Divorce: Crucial Rules and Mistakes to Avoid (Ep. 63)Divorce is difficult enough without letting confusion over Social Security take a toll on your future income.
In this episode, I explain the essential Social Security strategies every divorced woman should know, from the ten-year rule to remarriage traps. I highlight true stories of women who faced preventable financial setbacks and how proper planning could have saved them thousands.
This episode discusses:
The importance of understanding the 10-year marriage rule for eligibility on an ex-spouse’s Social Security record
How the timing of claiming benefits, including the impact of claiming early, can affect your lif...
2025-07-3034 minThe Simply Retirement PodcastGray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)Gray divorce can significantly impact your retirement plans and emotional well-being.
How do you protect your financial future when love fades later in life? What pitfalls should you avoid to stay financially sound?
In this episode, I sit down with Jill Lowe, Collaborative Divorce Attorney at J Lowe Law, LLC, to discuss the financial and emotional layers of gray divorce. Together, we explore why more women are choosing divorce later in life and how preparation and informed decisions can lead to financial confidence.
Jill discusses:
How education becomes a crucial tool for...
2025-07-2331 minThe Simply Retirement PodcastThe Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)What if money could buy happiness, but only if you knew how to spend it?
In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research-backed ways to feel more joy and purpose in your retirement spending. We talk about how aligning spending with values can remove guilt and increase fulfillment, especially for women navigating major life transitions like divorce or widowhood.
Brendan discusses:
Why spending on experiences creates lasting happiness over buying material things
How to “buy time” and use money to focus on what...
2025-07-1645 minThe Simply Retirement PodcastDownsize or Rent in Retirement? 5 Key Decisions You Should Consider (Ep. 60)What’s the right housing move in retirement?
Sell and rent, or stay put and downsize?
In this episode, I unpack five key decisions that go far beyond dollars and cents, inspired by a real conversation with a client. Whether you’re widowed, single, or simply evaluating your next step, this breakdown helps you consider every angle, both financial and emotional.
Key points:
How renting can offer convenience, but comes with rising costs and less control over long-term financial outcomes
The critical role of home equity and the potential strategies to access it, i...
2025-07-0930 min
We Are Champions For ChristSeason 2 Episode 3: Nathan Kosciecha: Live Courageously as Champions For ChristNathan Kosciecha, Singer/Songwriter and Champion For Christ Award Winner, shares about how we Live Courageously as Champions For Christ. He also performs the song Champions For Christ Anthem, that he co-wrote with Dr. Eric Blake. If you support We Are Champions For Christ ministry with a gift of any amount, you will receive What Is Your Choice Audiobook for free. This book is written by Dr. Eric Blake and narrated by Nathan Kosciecha. https://wearechampionsforchrist.org/donate/ Support the show
2025-07-0944 minWe Are Champions For ChristSeason 2 Episode 2: Nathan Kosciecha: Live Your PurposeNathan Kosciecha Singer/Songwriter and Champion For Christ Award Winner, shares about how to Live Your Purpose. He also performs the song What Is Your Choice he co-wrote with Dr. Eric Blake.Support the show
2025-07-0946 minThe Simply Retirement PodcastNavigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future?
In this episode, I sit down with Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and author of Breaking Money Silence®, to explore how our early beliefs about money affect our entire financial life. We unpack the emotional side of retirement planning and how having the right conversations, even the uncomfortable ones, can lead to more confident and joyful retirements.
Key points:
Kathleen’s journey from finance to counseling psychology and foun...
2025-07-0234 minThe Simply Retirement PodcastCaring for a Spouse: Navigating the Financial, Legal, and Emotional Journey with Sandy Moss Moder (Ep. 58)What happens when love meets life-altering diagnosis and financial pressure?
For Sandy Moss Moder, it meant stepping into the unknown and documenting every step of the way.
In this episode, I talk with Sandy about her raw and revealing story as a caregiver for her husband battling frontotemporal degeneration. She opens up about the emotional, medical, and financial hurdles she faced—and how her journaling eventually became a published memoir. This conversation shines a light on caregiving, planning ahead, and the power of art and community.
Key takeaways:
The early behavioral changes tha...
2025-06-2533 minThe Simply Retirement Podcast7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)Accessing your retirement funds early doesn’t have to be a costly mistake.
In this episode, I break down seven ways you may be able to withdraw from your retirement savings before age 59½ without facing that dreaded 10% early withdrawal penalty.
Whether you’re helping a family member, navigating a crisis, or just need more options, these strategies could offer critical flexibility.
Key points:
The “Rule of 55” and when it applies to 401(k) withdrawals after job separation
How SEPP (Substantially Equal Periodic Payments) can be used to create penalty-free income streams before 59½
Why Roth IRA con...
2025-06-1829 minThe Simply Retirement PodcastWhat Will You Do with Your 1,000 Hours a Year in Retirement? (Ep. 56)Retirement is about more than finances. How will you spend your time?
How do you transition from a life dictated by schedules to one filled with purpose and joy? What steps can you take now to prepare for a fulfilling retirement lifestyle?
In this episode, I explore “The Rule of 1000 Hours” in retirement, explaining how to balance freedom with intention. I offer strategies to avoid aimlessness and craft a life filled with meaningful activities.
Points discussed:
“The Rule of a Thousand Hours” and how it can shape your retirement schedule
Common problems, like exc...
2025-06-1125 minThe Simply Retirement PodcastEmpowering Financial Confidence for Women with Savvy Ladies (Ep. 55)Financial empowerment transforms lives, especially when women have access to tailored resources and support.
In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence. Alongside Judy Herbst, Executive Director, and Lisa Zeiderman, Board Chair, we discuss their mission, their groundbreaking helpline, and how their resources are helping women make informed financial decisions.
Lisa and Judy discuss:
The inspiring story behind Savvy Ladies’ creation and its mission to aid women
How Savvy Ladies utilizes technology to provide free financial guidance
The unique, free he...
2025-06-0433 minThe Simply Retirement PodcastHow Social Security Gets Taxed: What You Need to Know (Ep. 54)Most people think Social Security is straightforward—until taxes show up.
The truth is, what you don’t know about how your benefits are taxed can cost you more than you expect.
In this episode, I explain how Social Security gets taxed and why it hits harder for women filing single later in life. I break down the tax torpedo, walk through real examples, and share strategies to help you keep more of your income in retirement.
Key points:
What provisional income is and how it determines whether Social Security benefits are taxa...
2025-05-2830 minThe Simply Retirement PodcastQ&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties.
In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs. I also share practical tips on building a financial safety net and touch on the importance of tax planning through retirement stages.
Key points:
The considerations involved in deciding between a will an...
2025-05-2137 minThe Simply Retirement PodcastI Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)Inheriting an IRA can feel like stepping into a financial minefield — but with the right guidance, you can avoid costly mistakes and make the most of your legacy.
How do you know which rules apply? What if you miss a critical tax deadline? What should you do first?
In this episode, I break down the five essential steps every woman should take after inheriting an IRA. I explain how the Secure Act changed the rules, when required distributions apply, and how to think about taxes and investment strategy.
Topics covered:
How to de...
2025-05-1436 minThe Simply Retirement PodcastMedicare Tips and Tricks with Traci Grover (Ep. 51)Choosing a Medicare plan is just the beginning. What comes next can have a big impact on your healthcare and wallet.
In this episode, I sit down with Traci Grover, a seasoned insurance broker with Vital Health Coverage, to help you understand how to get the most from your Medicare benefits. We explore the dos and don’ts of enrollment, bust myths from TV ads, and cover key deadlines and decisions that could affect your long-term costs.
Traci explores:
Essential Medicare enrollment tips
The importance of working with an experienced broker
The truth behind tho...
2025-05-0734 minThe Simply Retirement PodcastWomen Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)The financial services industry is facing a significant shift as women are positioned to control an increasing share of wealth. This shift requires financial advisors to adapt their strategies to better serve women’s specific needs and priorities.
Are firms ready to change their long-held practices to meet the needs of this growing client base?
In this milestone 50th episode, I explore the increasing control of wealth by women and the financial industry’s reaction to this change. I emphasize the necessity for advisors to change their methods to effectively serve women. Additionally, we share clien...
2025-04-3032 minThe Simply Retirement PodcastQ&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)What should you know before claiming Social Security benefits?
Do you know the ins and outs of applying for benefits or how working affects your payments? Are you confused about common-law marriage eligibility?
In this episode, I answer listener questions about Social Security benefits, from clarifying the differences between spousal and survivor benefits to explaining the impact of working while receiving benefits and the new identity verification requirements. I also address specific scenarios, including those involving teacher pensions and common-law marriages, to provide clear guidance and help listeners make informed decisions about their retirement.
2025-04-2333 minThe Simply Retirement PodcastHow to Pay Taxes in Retirement: What You Need to Know (Ep. 48)What happens when you retire and no longer receive a paycheck? How do you pay your taxes in retirement?
This week on The Simply Retirement Podcast, I dive into this common concern among retirees. With the tax season freshly behind us, now’s a great time to address how you’ll handle taxes in your golden years.
Key topics:
Navigating IRS expectations for tax payments without a regular paycheck
Options for tax withholding from Social Security, pensions, and IRAs
Understanding marginal versus average tax rates in retirement
The advantages of estimated quarterly tax payments
The ru...
2025-04-1632 minThe Simply Retirement PodcastThree Game-Changing Social Security Strategies (Ep. 47)Your Social Security decisions can significantly impact your financial future. How can you make the most of these benefits while avoiding common pitfalls?
In this episode, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make informed decisions for a stronger financial future.
Episode Highlights:
Withdrawing Social Security applications to correct early filing decisions, including the repayment process and impact on benefits
Suspending benefits at full retirement age to increase future payouts or enhance survivor...
2025-04-0922 minThe Simply Retirement PodcastSolo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)Have you ever wondered how you would navigate the healthcare maze as you age, especially if you’re flying solo?
Understanding the role of a Patient Advocate might just be the key to planning for your future with confidence and independence.
Join me on the Simply Retirement Podcast as I dive into the world of patient advocacy with Nancy Ruffner, an experienced Patient Advocate and Aging Strategist. Nancy shares insights into supporting individuals navigating complex healthcare decisions and sheds light on the “PIE framework,” an innovative approach to aligning the pieces of your retirement journey.
N...
2025-04-0230 minThe Simply Retirement PodcastEric Blake on Senior to Seniors: Simplifying Retirement for Women in Transition (Ep. 44)Retirement planning can feel overwhelming, especially for women newly managing finances on their own.
How can you build financial confidence, make informed Social Security decisions, and reduce taxes? What steps can help you create a stable future and enjoy retirement without financial stress?
I was a guest on Senior to Seniors with Jim Mazziotti. In this episode, I share insights on retirement income strategies, tax-efficient planning, and the Simply Retirement Roadmap process.
In this conversation with Jim, I talk about:
My personal journey into financial planning and why I focus on helping...
2025-03-1954 minThe Simply Retirement PodcastGlowing Older: Embracing Aging, Wellness, and Purposeful Living with Nancy Griffin (Ep. 43)Living a fulfilling life as you age requires more than just financial preparation—it’s about embracing your values, fostering intergenerational connections, and planning with intention.
In this eye-opening episode of The Simply Retirement Podcast, host Eric Blake sits down with Nancy Griffin, CEO of Glowing Older and host of the Glowing Older podcast, to challenge outdated ideas about aging and retirement. Together, they dive into the misconceptions surrounding aging, the importance of life planning beyond just finances, and how to break free from ageism. Nancy shares her insights on how to live a fulfilling, purpose-driven life at a...
2025-03-1234 minThe Simply Retirement PodcastNavigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)Estate planning is crucial, especially for those remarrying later in life.
What happens when life changes and your estate plan doesn’t?
Amy June, an estate planning attorney focused on helping clients navigate life events, joins Eric Blake to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.
Amy discusses:
The importance of creating or updating your estate plan before or shortly after remarriage
Key estate planning documents every individual or couple should have
Common challenges wit...
2025-03-0544 minThe Simply Retirement PodcastMaking Divorce Manageable: Financial and Emotional Insights with Neil Palache (Ep. 41)Going through a divorce is challenging, but the right guidance can transform chaos into clarity.
In this episode, Eric Blake sits down with Neil Palache, founder of The Divorce Transition Professionals and The Wealth Creator Company for Women.
Neil shares his wisdom in helping women navigate pre- and post-divorce financial complexities. From building a professional support network to empowering clients through education, this episode uncovers practical solutions for a smoother transition.
Neil discusses:
Supporting women in pre- and post-divorce stages with financial coaching tailored to individual needs
Differentiating roles between financial advisors...
2025-02-1931 minThe Simply Retirement PodcastSocial Security Fairness Act (Ep. 40)The Social Security Fairness Act is a transformative law that eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), paving the way for millions—especially women in public-sector roles—to access long-overdue Social Security benefits.
In this episode, Eric Blake explores the impact of these changes on retirement planning, addressing listener questions about eligibility, retroactive benefits, and practical steps to maximize financial security under the new law.
Eric discusses:
How the Social Security Fairness Act eliminates WEP and GPO, positively impacting public-sector workers like teachers and firefighters
The disproportionate effect of GPO on wo...
2025-02-0535 minThe Simply Retirement PodcastEmpowering Women through New Beginnings with Shalonda Waggoner (Ep. 39)What makes a home truly special? We dive into this crucial question in our latest episode with Eric Blake and special guest Shalonda Waggoner.
Shalonda, the founder and president of LatterHouse Decor, shares her inspiring journey from overcoming domestic violence to helping others create dignified homes. Tune in to learn how Shalonda’s no-cost design ministry is transforming lives by offering decorated spaces for women and families affected by domestic abuse.
Join us as we unravel the story behind LatterHouse Decor, explore the challenges faced by survivors, and discuss the significance of a supportive home env...
2025-01-1528 minThe Simply Retirement PodcastTaking Control During Divorce: How Coaching Can Help You Make More Confident Decisions (Ep. 86)Divorce doesn’t have to be devastating.
It can be empowering when approached with clarity and the right support.
In this episode, I sit down with Karen Covy, divorce coach, attorney, and mediator, to explore how women can take control of the divorce process. We talk about choosing the right process for your situation, understanding your finances, and why preparation and strategy make all the difference in creating a smoother transition and stronger future.
Key Takeaways:
The importance of choosing the divorce process that best fits your goals and circumstances
Why most law...
2025-01-0731 minThe Simply Retirement PodcastTransforming Dementia Care Through Doll Therapy: The Story Behind The Grand Baby Project (Ep. 38)Do you know someone affected by Alzheimer’s or dementia, or are you seeking innovative ways to provide care and comfort?
In this episode of The Simply Retirement Podcast, Eric Blake is joined by Mary Greer to delve into the power of dementia doll therapy through The Grand Baby Project.
This discussion highlights the compassionate approach to offering non-pharmaceutical behavioral adjustments for patients suffering from Alzheimer’s, offering a unique perspective on retaining dignity and joy in later stages of life.
By tuning in, you’ll gain insight into how this project aims to bring...
2025-01-0231 minThe Simply Retirement PodcastTop 5 Questions on Social Security Survivor Benefits (Ep. 37)Social Security survivor benefits are a vital source of financial stability for many women, but how can you ensure you maximize these benefits when planning for retirement?
In this episode of The Simply Retirement Podcast, Eric Blake dives into the intricacies of Social Security survivor benefits and how they impact retirement planning.
Eric focuses on the top questions from clients and more about eligibility, the application process, and strategic considerations around survivor benefits. Tune in to discover how to maximize your benefits and make informed decisions that align with your retirement plans.
Eric d...
2024-12-1828 minThe Simply Retirement PodcastFinancial Tips and Support for Widows with Chris Bentley, MBA, CFP®, CLU®, BFA®, CRPC® (Ep. R36)Widowhood often brings emotional and financial turmoil, leaving many unsure of where to turn.
Wings for Widows offers a lifeline to widows through personalized coaching and financial guidance.
In this episode, Eric Blake, along with guest Chris Bentley, MBA, CFP®, CLU®, BFA®, CRPC®, Founder and CEO of Wings for Widows, dive into the importance of financial preparedness and support for widows and widowers navigating the complexities of financial decisions post-loss.
You’ll gain valuable insights into the mission of Wings for Widows, learn about the coaching services they offer, and discover practical financial strategi...
2024-12-0437 minThe Simply Retirement PodcastThe Good, the Bad, and the Truth About Paying for Long-Term Care: Part 2 (Ep. 35)When it comes to planning for retirement, many overlook one of the biggest financial threats—long-term care costs. Most women assume that Medicare or health insurance will cover their needs, but the reality can be a costly surprise.
In this episode of the Simply Retirement Podcast, host Eric Blake teams up once again with long-term care professional Nancy Dykeman for Part 2 of our series on paying for Long-Term Care and shedding light on these often-misunderstood expenses. With over 45 years of experience in the senior care industry, Nancy shares eye-opening insights on the financial realities of extended care, of...
2024-11-2029 minThe Simply Retirement PodcastThe Good, the Bad, and the Truth About Paying for Long-Term Care: Part 1 (Ep. 34)Do you have a plan for the rising costs of extended healthcare as you approach retirement?
Many women are caught off guard by the financial impact of caregiving, both for themselves and their aging loved ones.
In this episode of Simply Retirement, host Eric Blake sits down with long-term care professional Nancy Dykeman, who brings over 45 years of experience in caregiving, nursing home administration, and long-term care insurance advocacy. They discuss why it’s critical for women nearing retirement to think beyond traditional savings and begin planning for extended care. Nancy shares her personal journey and...
2024-11-0631 minThe Simply Retirement PodcastPrioritizing Self-Care with Professional Tips from Taylor Morrison (Ep. 33)Retirement planning can be daunting, especially for women who often prioritize others over themselves.
How can women balance self-care with financial planning? What strategies can help them thrive in retirement?
On today’s episode of Simply Retirement, Eric Blake welcomes Taylor Elise Morrison, founder of Inner Workout, to discuss the importance of self-care, particularly for women navigating the complexities of retirement planning and caregiving.
Drawing from Taylor’s experience, listeners will learn about creating personalized self-care routines and actionable steps to ensure well-being doesn’t fall by the wayside.
Eric and Taylor...
2024-10-1634 minThe Simply Retirement PodcastThe Essentials of Social Security: An Insider’s Insights to Help You Plan with Confidence (Ep. 32)Are you leaving money on the table with your Social Security benefits?
Join host Eric Blake as he engages with Nolan Russell, a former Social Security Administration employee and author of “The Essentials of Social Security: Insider Insights to Help You Plan with Confidence.” Nolan shares his 25 years of experience, shedding light on the complexities of Social Security and offering practical advice to help you make informed decisions.
Key Highlights:
Understanding Social Security: Discover why Social Security is a crucial yet often undervalued source of retirement income that adjusts for infl...
2024-10-0232 minThe Simply Retirement PodcastNavigating Retirement Planning: Essential Tips for Women with Linda Lingo (Ep. 31)Are you a woman nearing retirement and feeling overwhelmed by financial decisions?
Seeking clarity and confidence in your financial future?
Join host Eric Blake as he engages with Linda Lingo, a CPA and seasoned financial life coach, who brings over 30 years of expertise 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.
Key Highlights:
Linda’s Journey: Learn how perso...
2024-09-1833 minThe Simply Retirement PodcastPrioritizing Health in Midlife with Elizabeth Sherman (Ep. 30)Are you a midlife woman juggling caregiving, health, and finances?
Join us for this episode of the Simply Retirement Podcast, as host Eric Blake sits down with Elizabeth Sherman, a master-certified life and health coach with over 17 years of experience. Elizabeth offers a reliable health strategy that connects well-being and financial stability. She explores stress management, sleep, and nutrition, offering practical tips to improve overall well-being.
Key Highlights:
Comprehensive Health Strategy: Elizabeth goes beyond “eat less, move more,” integrating stress management, sleep, and hormonal changes
Caregiving Challenges: Addressing the...
2024-09-0436 minThe Simply Retirement PodcastFinding the Right Financial Advisor: Guidance for Your Unique Financial Journey (Ep. 29)Is finding a financial advisor suitable for your unique financial circumstances leaving you overwhelmed?
Tune into this episode of The Simply Retirement Podcast with host Eric Blake and Wealth Manager Lyndsey Monahan as they discuss key considerations in hiring a financial advisor who has the skills and experience to provide effective advice based on your unique financial journey. With decades of experience, Eric and Lyndsey weave in personal stories and professional guidance to assist you in sidestepping common pitfalls when searching for the right financial advisor. This episode focuses on a financial advisor and their firm having a...
2024-08-2135 minThe Simply Retirement PodcastMedicare Explained: How to Choose the Right Plan for You (Ep. 28)Confused about how to choose the right Medicare plan for you?
In this insightful episode of The Simply Retirement Podcast, host Eric Blake and Medicare specialist Jodie Klepetka tackle the often confusing world of Medicare and supplemental plans. Together, they provide a clear roadmap for retirees, particularly women, who face unique challenges and decisions in retirement healthcare. This episode is pivotal for anyone needing informed, personalized guidance on these essential healthcare options.
Jodie Klepetka, with her deep Medicare expertise, discusses the intricacies of Medicare and the crucial benefits of supplemental plans, which cover the additional 20...
2024-08-0731 minThe Simply Retirement PodcastPersonalized Solutions for Quality Homecare for Seniors (Ep. 27)Struggling to find the right homecare?
Join Eric Blake and Danielle Bonilla on The Simply Retirement Podcast as they discuss Hallmark Homecare’s unique model that connects independent caregivers directly with families. This episode highlights how Danielle’s personal journey from teacher to entrepreneur was inspired by her grandmother’s needs, leading to significant innovations in caregiving. They explore how bypassing traditional agencies not only saves costs but also empowers families to find the perfect caregiver match, addressing particularly the challenges women face in caregiving roles.
Key Highlights:
Personal Journey to Caregiv...
2024-07-1734 minThe Simply Retirement PodcastNavigating the Solo Aging Journey (Ep. 26)Are you expecting to face the retirement journey on your own?
Join host Eric Blake and your solo aging guide, Carol Marak, as they tackle the unique challenges of aging without a support network. Discover practical strategies for maintaining independence and confidently navigating solo aging.
Carol shares her journey as a caregiver for her parents, which led her to create a comprehensive roadmap for solo aging. She covers ten key domains: health, housing, legal matters, finances, transportation, social connections, fun and engagement, life purpose, and faith/spirituality. Emphasizing self-assessment and early planning, Carol offers actionable...
2024-07-0332 minThe Simply Retirement PodcastNavigating Healthcare in Your Golden Years (Ep. 25)How does care management transform the retirement experience?
Discover the intersection of healthcare and retirement planning in the latest episode of The Simply Retirement Podcast. Host Eric Blake welcomes Pamela Farris, founder of Harmony Care Management. They explore the vital role of care management in retirement, offering invaluable insights for retirees, particularly women facing solo aging, healthcare challenges, or those in need of holistic care solutions.
With her extensive background in hospital medicine and entrepreneurship, Pamela Farris discusses transitioning to care management in response to the evolving healthcare landscape. She emphasizes the importance of a...
2024-06-1926 minThe Simply Retirement PodcastUnderstanding Spousal (and Ex-Spousal) Social Security Benefits (Ep. 24)Are you leaving Social Security benefits on the table? Let’s take a moment and talk about spousal and ex-spousal benefits.
Today on the Simply Retirement Podcast, Eric Blake delves into what women need to know about maximizing their Social Security benefits, specifically spousal and ex-spousal benefits. He clarifies the eligibility criteria, benefit calculation, timing strategies, and the impact of working on social security benefits. Eric emphasizes the importance of understanding the rules around social security benefits to maximize your financial security during retirement.
Here’s what you can expect to learn about:
How spous...
2024-06-0538 minThe Simply Retirement PodcastRetiring, Unretiring, and Rediscovering Purpose with Kim Lee (Ep. 23)When we think of retirement, images of tranquil beach walks, leisurely lunches, and newfound hobbies often fill our daydreams. But what if the reality of retirement doesn’t align with the fantasy?
Eric Blake welcomes back Kim Lee, a former personal trainer, a retiree and now a personal trainer once more. Kim shares her transformative journey, offering a candid look at her decision to retire, relocate to Mexico, and then, quite unexpectedly, unretire back to her roots in personal training. Kim’s story isn’t just about retirement; it’s about purpose, passion, and the courage to pivot wh...
2024-05-1529 minThe Simply Retirement PodcastHow to Secure Your Legacy (Ep. 22)Do you know the difference between a will and a living trust?
Worried about protecting your assets after you’re gone?
Dive into estate planning essentials on The Simply Retirement Podcast with host Eric Blake. He brings on Susan Barnett from Haiman Hogue, offering valuable advice especially for single women, widows, and divorcees aiming to protect their financial future.
With over twenty years in law, Susan Barnett clarifies the choice between wills and living trusts, emphasizing the need for estate planning for life’s unforeseen events, and underscoring the crucial role of a fina...
2024-05-0129 minThe Simply Retirement PodcastNavigating Senior Living Decisions with Joyce Logan (Ep. 21)Confused about senior living choices?
Explore the complexities of retirement housing in this insightful episode of The Simply Retirement Podcast. Host Eric Blake, a staunch advocate for women’s financial independence in retirement, invites Joyce Logan, Certified Senior Living Advisor. They discuss the challenges and solutions to finding the right retirement housing, combining Joyce’s personal experiences and professional expertise.
This episode is an essential guide for anyone navigating the senior housing landscape.
Key Highlights:
Ruby Care’s Mission: A unique blend of professional expertise and personal empathy
Local...
2024-04-1730 minThe Simply Retirement PodcastCaregiving: Strategies and Resources for Women with Lili Udell Fiore (Ep. 20)Are you prepared for the emotional and practical realities of caregiving?
Join us for an enlightening episode of The Simply Retirement Podcast, where host Eric Blake dives into the world of caregiving, a role predominantly shouldered by women. Joined by Lili Udell Fiore, author, and founder of Much Love Lili, they explore the unique challenges and effective strategies in caregiving, especially in the context of retirement planning for women.
Key Highlights:
Empowering Women Caregivers: Lili sheds light on women’s pivotal role in caregiving, backed by her own rich experiences an...
2024-04-0332 minThe Simply Retirement PodcastNavigating Social Security and Retirement Planning for Caregivers (Ep. 19)Are you a caregiver (or will be) with concerns about your financial future?
In a compelling episode of The Simply Retirement Podcast, host Eric Blake turns the spotlight on women’s unique retirement planning needs, especially for those who are serving as a caregiver or very likely will be one day. Caregivers often face specific challenges that can drastically alter their financial future. As a seasoned financial professional specializing in retirement planning, Eric explores the specific challenges women encounter when taking on the honorable role of caregiver for parents, family, or close friends. This interview comes from a s...
2024-03-2027 minWe Are Champions For ChristSeason 1, Episode 13: Carson Peters: Find Your PurposeCarson Peters: Musician from The Voice talks about finding your purpose and how he has found purpose in his own life. Carson also performs some of his songs.Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1334 minWe Are Champions For ChristSeason 1 Episode 7: Aaron Shust: Encouragement from the Psalms Part 2Aaron Shust GMA Dove Award-winning Singer/Songwriter shares Encouragement from the Psalms as well as music from his album Heaven and Earth: THE PSALMS PROJECT. This is Part 2 of a great conversation.Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1320 minWe Are Champions For ChristSeason 1, Episode 12: Kollin Bailey: Life in Nashville as a Christian and a MusicianKollin Bailey: Singer/Songwriter shares about his faith journey and how his musical journey led him to Nashville. Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1328 minWe Are Champions For ChristSeason 1 Episode 11: Matt Stover: Faith and FootballMatt Stover: 2x Superbowl Champion and Former Ravens Kicker talks about his journey of faith and football. Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1326 minWe Are Champions For ChristSeason 1 Episode 10: Emily Faith: When I Met JesusEmily Faith: Singer/Songwriter performs her song When I Met Jesus and she talks about her faith journey, music, and future goals.Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1324 minWe Are Champions For ChristSeason 1 Episode 9: Nathan Kosciecha: Faith and MusicNathan Kosciecha: Singer/Songwriter shares about his faith journey, the impact of his studies at London School of Theology, and performs some of his songs. Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1332 minWe Are Champions For ChristSeason 1 Episode 8: Kayla Willing : Living For Christ in a secular environmentKayla Willing: Miss Maryland 2022 talks about how to live for Christ in a secular environment, and the importance of missions.Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1331 minWe Are Champions For ChristSeason 1 Episode 6: Aaron Shust: Encouragement from the Psalms Part 1Aaron Shust GMA Dove Award-winning Singer/Songwriter shares Encouragement from the Psalms as well as music from his album Heaven and Earth: THE PSALMS PROJECT. This is Part 1 of a great conversation.Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1328 minWe Are Champions For ChristSeason 1 Episode 5: Kyle Snyder: Faith and WrestlingKyle Snyder: World and Olympic Champion Wrestler for Team USA discusses faith in Jesus Christ and Wrestling.Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1324 minWe Are Champions For ChristSeason 1: Episode 4: Carson Peters: What Is Your ChoiceCarson Peters Musician from The Voice talks about his choice to follow Jesus, how to make wise choices, and Eric Blake's new book What Is Your Choice. Carson performs some of his songs as well. Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1331 minWe Are Champions For ChristSeason 1 Episode 3: Mark Batterson: The power of wordsMark Batterson: New York Times Bestselling Author and Lead Pastor of National Community Church talks about the power of words (with our words we can build people up or tear people down), and the power of God's Word. Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1330 minWe Are Champions For ChristSeason 1: Episode 2: Shannon Bream: Bringing glory to God through writing and TV JournalismShannon Bream: #1 NY Times Best-selling Author, Fox News Sunday Host, and Fox News Chief Legal Correspondent shares about her faith journey, her books, and her career as a TV Journalist. She offers great insight about living for Christ and bringing glory to Him. Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1225 minWe Are Champions For ChristSeason 1: Episode 1: Don Wilton: What It Means To Be A Champion For ChristDon Wilton :Billy Graham's Pastor: shares a special message about What it means to be a Champion For Christ!Support We Are Champions For Christ by making a donation or buying the new book What Is Your Choice by Eric Blake:https://www.barnesandnoble.com/w/what-is-your-choice-eric-blake/1144813651?ean=9798886858624Support the show
2024-03-1229 minThe Simply Retirement PodcastWhy You Need an Estate Plan With Chris Downs (Ep. 18)Are you prepared for the unexpected?
Confronting fears isn’t just a personal journey; it’s a critical aspect of financial and estate planning. This is the central theme of today’s discussion, where host Eric Blake, joined by esteemed estate planning attorney Christene “Chris” Downs, dive deep into the unique challenges and essential strategies needed for successful retirement and estate planning.
Key Highlights:
Untangling Estate Planning: Chris Downs simplifies complex estate planning concepts and emphasizes their importance
Estate Planning for All: Whether widowed, divorced, or single by choice, le...
2024-03-0636 minThe Simply Retirement PodcastFinancially Fearless Women with Barb Provost and Maggie Nielsen (Ep. 17)Ladies, have you ever considered the unique aspects of your finances?
Today’s dialogue sheds new light on the critical topic of women’s financial empowerment. Eric Blake welcomes Dr. Barb Provost and Maggie Nielsen, founders of Purse Strings, to explore the critical topic of women’s financial empowerment. Together, they uncover the unique financial challenges faced by women and emphasize the importance of adopting a “financially fearless” approach.
Key Discussion Points:
Systemic Challenges: Addressing the pink tax, wage gaps, and the additional caregiving responsibilities that disproportionately affect women
Becoming F...
2024-02-2129 minThe Simply Retirement PodcastHow to Think Your Way to Prosperity with Ellen Rogin (Ep. 16)Could your inner wisdom be the key to unlocking financial prosperity?
Dive into this engaging episode of “Simply Retirement” with host Eric Blake, as he joins forces with Ellen Rogin, a visionary in the world of financial intuition. Ellen, acclaimed for her innovative approach to finance, sheds light on how tapping into your intuitive sense can profoundly influence your financial choices and lead to a more abundant life.
Key Highlights:
The transformative power of financial intuition and its real-world applications
How women can overcome hesitations in trusting their financial intuition
The life-altering shift...
2024-02-0733 minThe Simply Retirement PodcastUnveiling the Secrets to a Truly Successful Retirement for Women (Ep. 15)What if there’s much more to women’s retirement planning than you ever imagined?
We’ve got some surprises in store for you.
Join us for a captivating episode of the Simply Retirement podcast with host Eric Blake, as he dives into the nuances of retirement planning specifically for women. Joined by Dr. Karen Midyet, a renowned clinical psychologist specializing in retirement and aging, they dissect the intricate blend of financial and emotional elements crucial to a woman’s retirement journey.
Episode Highlights:
Uncover the art of building vibrant social networks post-reti...
2024-01-2430 minThe Simply Retirement PodcastTop 5 Things Every Woman Should Know About Social Security (Ep. 14)As Elananor Roosevelt once said; “A little simplification would be the first step toward rational living, I think”.
In this episode, Eric Blake discusses important aspects of Social Security benefits specifically for women who are looking to financial plan and navigate their portfolios. He covers topics such as social security filing strategies, the three keys to a successful retirement for women, eligibility requirements for benefits, spousal benefits, survivor benefits, the impact of age on benefits, and challenges faced by business owners in saving for retirement.
Eric discusses:
Social security as a guaranteed retirement income source...
2024-01-1034 minThe Simply Retirement PodcastTransforming Dementia Care Through Doll Therapy: The Story Behind The Grand Baby Project (Ep. 38)Do you know someone affected by Alzheimer’s or dementia, or are you seeking innovative ways to provide care and comfort?
In this episode of The Simply Retirement Podcast, Eric Blake is joined by Mary Greer to delve into the power of dementia doll therapy through The Grand Baby Project.
This discussion highlights the compassionate approach to offering non-pharmaceutical behavioral adjustments for patients suffering from Alzheimer’s, offering a unique perspective on retaining dignity and joy in later stages of life.
By tuning in, you’ll gain insight into how this project aims to bring...
2024-01-0231 minThe Simply Retirement PodcastNavigating End-of-Life Care: Insights and Strategies for Women in Retirement with Jeanne Brosseau (Ep. 13)What if you could redefine your journey into retirement and end-of-life planning?
Discover the crucial yet often overlooked aspects of retirement in this insightful episode of The Simply Retirement Podcast. Host Eric Blake, joined by Jeanne Brosseau, Community Liaison from Ardent Healthcare, tackles the sensitive subject of end-of-life care. This episode is specially crafted to guide you through the complexities of retirement planning, with a focus on hospice and palliative care.
Key Highlights:
Enhancing Quality of Life with Hospice Care: Understand how early hospice adoption can significantly improve life quality
Initiating End-of-Life Conversations: Gain v...
2023-12-2727 minThe Simply Retirement PodcastExploring the Benefits of Home Care for a Longer, Happier Retirement (Ep. 12)In this episode, Eric Blake is joined by Mary Greer from First Class Caregivers.
First Class Caregivers is a Dallas senior care company that provides premium non-clinical, in-home caregiving services on a private-pay basis. Founded in 2007, they are a veteran-owned business with a customer-first focus. Mary’s personal connection to caregiving is deeply rooted, having been a caregiver for her grandmother, mother, father, and great aunt. Her passion for working with seniors, disabled veterans, and others who may be overlooked or forgotten is truly inspiring. Mary’s mission is to give back dignity to individuals who may have...
2023-12-1329 minThe Simply Retirement PodcastUnlocking the Secrets of Long-Term Care with Dina Mabry (Ep. 11)Ever wondered if it’s too late to dive into long-term care insurance?
Slide your headphones on and plunge into an enlightening chat as Eric Blake and Dina Mabry peel back the layers of this dilemma, placing a special spotlight on challenges specific to women. Drawing from their combined experience, they provide an in-depth look at the journey to financial security, even if you’re late to the game.
Tune in and discover:
Why the saying, “The best time to plant a tree was 20 years ago. The second best time is now,” could reshape your fina...
2023-11-2227 minThe Simply Retirement PodcastDo I Have to Use a Realtor to Sell My Home? With Jules Hicks (Ep. 10)As retirement inches closer, it is important to consider your living situation and what your most desired outcome will look like once you are in your golden years.
In this episode, Eric Blake is joined by Jules Hicks, co-founder of Aunt Ida’s House. They discuss how Aunt Ida’s House helps seniors sell their homes quickly when transitioning into assisted living or nursing communities.
Jules explains their process of buying houses for cash, conducting thorough inspections, and working with contractors to prepare the homes for the market. She also shares a heartwarming story of a fami...
2023-11-0828 minThe Simply Retirement PodcastMind Over Money: Emotionally Smart Financial Planning with Jeannie Dougherty (Ep. 9)Calling all women looking to up their financial literacy!
In this episode, Eric Blake is joined by Jeannie Dougherty, a money and mental fitness guide, who shares her insights on the impact of money-related problems on mental health. Jeannie emphasizes the need for emotional and behavioral coaching in addition to traditional financial planning. The episode also highlights the challenges financial advisors face in addressing the emotional needs of clients and the importance of effective communication. Jeannie introduces her 90-day bootcamp concept and a virtual caregiver conference that focuses on the interconnected aspects of caregiving.
Eric an...
2023-10-2528 minThe Simply Retirement PodcastUnlocking Your Home’s Potential with a Reverse Mortgage (Ep. 8)Who says you can’t teach an old house new tricks?
In this episode, Eric Blake welcomes Mary Robb, Reverse Mortgage Specialist from Mutual of Omaha. Together, they’ll peel back the layers on what reverse mortgages really are, and how they differ from the traditional mortgage we’re all familiar with. From surprising financial strategies to how this could be a game-changer for aging in place, this episode is a must-listen!
Throughout this episode, Eric and Mary discuss:
The unexpected financial perks of a Reverse Mortgage
How a Reverse Mortgage can help seniors remain...
2023-10-1127 minThe Simply Retirement PodcastUnlocking the Secrets to a Healthy and Vibrant Retirement with Kim Lee (Ep. 7)In this thought-provoking episode, our special guest eloquently underscores a profound truth: one person indeed has the ability to bring about monumental change in another’s world.
Joining us in this engaging dialogue is personal trainer, Kim Lee. She is united with our host, Eric Blake, by their shared clientele—women on the cusp of, or already enjoying, retirement who are primed for a life-changing transformation. Their clients are individuals shaped by life’s experiences and transitions, now seeking valuable guidance.
Kim candidly shares her personal journey, transitioning from the field of law enforcement to her ca...
2023-09-2726 minThe Simply Retirement PodcastNavigating the Financial Labyrinth: Why the Right Questions Can Save Your Retirement (Ep. 6)Ever wondered if you’re just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions.
In this episode, Eric Blake delves deep into the maze of retirement distribution planning. Every decision, every distribution, has consequences—some of which you might not see coming. With retirement assets on the line, do you have the assurance that you’re asking the right questions?
Tune in as Eric discusses:
The ever-evolving world of tax laws and the intricacies of beneficiary designations: Are you updated?
Trusting your financial advisor: The pi...
2023-09-1333 minThe Simply Retirement PodcastWhat Are Your Investing Principles? (Ep. 5)Ladies, have you ever wondered what sets apart financially empowered women from the rest? Picture this: the key to unlocking your financial potential lies in a captivating parallel that resonates with your daily lives—a vibrant, healthy lifestyle. Just as an apple a day keeps the doctor away, did you know that monitoring and nurturing your investments can empower you with long-term financial success?
In this episode, Eric Blake reveals the secrets to harnessing the true potential of your investments. Prepare to be inspired as Eric emphasizes the vital importance of having a clear-cut plan, aligning your in...
2023-08-2325 minThe Simply Retirement PodcastWhat are Your Financial Planning Principles? (Ep. 4)Are you on the path to crafting a robust financial roadmap for your retirement, but feeling unsure about where to concentrate your efforts?
In this episode, Eric Blake discusses the importance of financial planning principles with a focus on the need for a financial plan to define success and pursue goals, especially for women in transition or ready to take control of their financial future.
Eric discusses:
Some of the challenges of discovering a dependable financial advisor
The significance of engaging a planner-focused professional, rather than someone solely driven by product sales
The adaptive nat...
2023-08-0927 minThe Simply Retirement PodcastPreparing for Retirement: Seven Essential Strategies for Successful Investing in Retirement (Ep. 3)Investment planning is only one part of creating a successful retirement. What you want is to create a secure investment plan that will protect your retirement income and ensure you reach your retirement goals.
In this episode, Eric Blake focuses on investment planning for retirement. He shares tips and insight on securing a retirement income that will survive no matter what the market throws at it and ensure a successful financial future.
Eric discusses:
How retirement planning has changed over the past few decades
The seven essential strategies for a successful investment during retirement
H...
2023-08-0937 minThe Simply Retirement PodcastThe Simply Retirement Roadmap™ Process (Ep. 2)Planning for retirement is an essential part of our financial journey, but it can be daunting and uncertain at times.
That is when working with experts may be an ideal option, but it’s crucial to have clear details of how the process will be.
In this episode, Eric Blake introduces the Simply Retirement Roadmap process. The process aims to simplify retirement planning and alleviate one’s future concerns. Eric details every stage of the process and the topics discussed in each interaction. Additionally, he explains the benefits of working with Blake Wealth Management and the...
2023-08-0927 minThe Simply Retirement PodcastIntroducing The Simply Retirement Podcast: Meet Host Eric Blake (Ep. 1)Are you ready to step into the realm of retirement planning and financial guidance?
Introducing the Simply Retirement Podcast!
Prepare to be captivated by the captivating inaugural episode of the Simply Retirement Podcast! Join us as Eric Blake, a seasoned financial planning expert, shares his extraordinary journey and invaluable background in the realm of finance. Brace yourself for an intimate glimpse into the challenges he encountered during his early years as a financial advisor and the invaluable lessons he learned along the way.
Unveiling his unwavering passion for retirement income planning, Eric sheds...
2023-08-0933 minThe Simply Retirement PodcastThe Simply Retirement Podcast – Coming SoonWelcome to The Simply Retirement Podcast with Eric Blake, a financial professional from Blake Wealth Management. Our goal is to support women approaching retirement and help them navigate the challenges of this important phase of life. With years of expertise, Eric and his guests provide insights and advice on retirement planning, specifically for widows, divorcees, or women that are simply ready to take control of their financial future.
Our “Simply Retirement Roadmap Process” is a key part of our philosophy. Knowing “what’s next?” can be overwhelming, so we’ve created a step-by-step guide to help you navigate you...
2023-07-2601 min