The Simply Retirement Podcast Podcast Por Eric Blake arte de portada

The Simply Retirement Podcast

The Simply Retirement Podcast

De: 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 Economía Finanzas Personales
Episodios
  • Year-End Tax Planning Checklist for 2025 (Ep. 75)

    Year-End Tax Planning Checklist for 2025 (Ep. 75)
    Oct 22 2025
    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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    41 m
  • Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)

    Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)
    Oct 15 2025
    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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    30 m
  • Roth IRAs and Retirement: What You Need to Know (Ep. 73)

    Roth IRAs and Retirement: What You Need to Know (Ep. 73)
    Oct 8 2025
    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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    40 m
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