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

Investing in Retirement – Part 3: The Building Blocks of Your Retirement Portfolio (Ep. 82)

December 10, 2025 • 30 mins
Investing in retirement requires a completely different mindset, one focused on income, not just preservation. In this episode, I continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role of Stocks in Retirement, and Strategy #5: The Value of Dividend Growth Investing.  Together, these two approaches show how …

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Investing in Retirement – Part 2: Changing the Way You Think About Retirement (Ep. 81)

December 3, 2025 • 33 mins
What if the way you’ve been told to protect your money in retirement is actually putting your future at risk? In this episode, I continue our series on the seven essential strategies for successful investing in retirement. We tackle one of the most misunderstood aspects of retirement planning, defining the real purpose of your portfolio …

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Investing in Retirement – Part 1: It Starts with Having a Plan (Ep. 80)

November 26, 2025 • 21 mins
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 …

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Creating Your Encore Chapter with Joy Levin (Ep. 79)

November 19, 2025 • 30 mins
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 …

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7 Smart Giving Strategies for Family and Charities Before Year-End (Ep. 78)

November 12, 2025 • 28 mins
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. …

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Preserving Family Stories and Legacies with Zoe Martin (Ep. 77)

November 5, 2025 • 27 mins
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 …

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Rebuilding After Abuse: Finding Strength with Dr. Brooke Jones (Ep. 76)

October 29, 2025 • 33 mins
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 …

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Year-End Tax Planning Checklist for 2025 (Ep. 75)

October 22, 2025 • 40 mins
The final months of the year are the perfect time to review your finances and take action before December 31st.  New tax laws bring both opportunities and risks, making this year’s planning even more important. In this episode, I walk through my year-end tax planning checklist to help you understand the key areas that can …

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Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)

October 15, 2025 • 29 mins
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 …

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Roth IRAs and Retirement: What You Need to Know (Ep. 73)

October 8, 2025 • 39 mins
Roth IRAs can feel confusing—but when you understand how they work, they can become one of the most powerful tools in your retirement plan. In this episode, you’ll discover how Roth IRAs may give you more control over your taxes in retirement, create flexibility for future withdrawals, and help protect your income for the long …

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Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)

October 1, 2025 • 32 mins
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. …

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Can I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)

September 24, 2025 • 27 mins
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 …

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Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)

September 17, 2025 • 31 mins
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 …

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Navigating Life After Loss – Part 3: Planning Your First Year with Clarity and Care (Ep. 69)

September 10, 2025 • 28 mins
The first year after losing a spouse brings overwhelming emotions alongside important decisions. Knowing what needs immediate attention versus what can wait can make the difference between added stress and thoughtful progress. In Part 3 of our Navigating Life After Loss series, I share how to approach both urgent and long-term planning after the loss …

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Navigating Life After Loss – Part 2: Financial & Legal Aspects (Ep. 68)

September 3, 2025 • 31 mins
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 …

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Navigating Life After Loss – Part 1: The First Week (Ep. 67)

August 27, 2025 • 28 mins
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 …

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Understanding The Widow’s Penalty and What You Can Do About It (Ep. 66)

August 20, 2025 • 40 mins
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 …

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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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