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The Simply Retirement Podcast

The Simply Retirement Podcast

著者： Eric Blake
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 Welcome 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 your retirement planning journey. Starting with a 15-Minute Introductory phone call to get to know each other better, if together we feel it makes sense, we help you build your own Simply Retirement Roadmap and walk side by side with you down the path to financial freedom. So join us on The Simply Retirement Podcast and visit our website at www.blakewealthmanagement.comCopyright © 2023 The Simply Retirement Podcast 個人ファイナンス 経済学
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  • Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)

    Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)
    2025/05/21
    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 …

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    38 分
  • I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)

    I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)
    2025/05/14
    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 …

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    37 分
  • Medicare Tips and Tricks with Traci Grover (Ep. 51)

    Medicare Tips and Tricks with Traci Grover (Ep. 51)
    2025/05/07
    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 …

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    34 分

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