The Simply Retirement Podcast

The Simply Retirement Podcast

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.com

Episodes

How the New Tax Law Could Impact Your Retirement (Ep. 65)

August 13, 2025 • 35 mins
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 …

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Navigating Career Transitions for Women Over 55 with Kristi Cline (Ep. 64)

August 6, 2025 • 34 mins
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 …

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Social Security Planning After Divorce: Crucial Rules and Mistakes to Avoid (Ep. 63)

July 30, 2025 • 34 mins
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 …

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Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)

July 23, 2025 • 31 mins
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 …

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The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)

July 16, 2025 • 45 mins
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 …

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Downsize or Rent in Retirement? 5 Key Decisions You Should Consider (Ep. 60)

July 9, 2025 • 30 mins
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, …

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Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)

July 2, 2025 • 34 mins
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 …

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Caring for a Spouse: Navigating the Financial, Legal, and Emotional Journey with Sandy Moss Moder (Ep. 58)

June 25, 2025 • 33 mins
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, …

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7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)

June 18, 2025 • 29 mins
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, …

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What Will You Do with Your 1,000 Hours a Year in Retirement? (Ep. 56)

June 11, 2025 • 25 mins
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 …

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Empowering Financial Confidence for Women with Savvy Ladies (Ep. 55)

June 4, 2025 • 33 mins
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 …

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How Social Security Gets Taxed: What You Need to Know (Ep. 54)

May 28, 2025 • 30 mins
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 …

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Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)

May 21, 2025 • 37 mins
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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I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)

May 14, 2025 • 36 mins
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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Medicare Tips and Tricks with Traci Grover (Ep. 51)

May 7, 2025 • 34 mins
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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Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)

April 30, 2025 • 32 mins
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 …

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Q&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)

April 23, 2025 • 33 mins
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 …

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How to Pay Taxes in Retirement: What You Need to Know (Ep. 48)

April 16, 2025 • 32 mins
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. …

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Three Game-Changing Social Security Strategies (Ep. 47)

April 9, 2025 • 22 mins
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 …

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Solo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)

April 2, 2025 • 30 mins
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 …

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