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The Simply Retirement Podcast

The Simply Retirement Podcast

By: Eric Blake
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About this listen

 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 Economics Personal Finance
Episodes
  • 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)
    May 14 2025
    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 mins
  • Medicare Tips and Tricks with Traci Grover (Ep. 51)

    Medicare Tips and Tricks with Traci Grover (Ep. 51)
    May 7 2025
    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 mins
  • Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)

    Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)
    Apr 30 2025
    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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    32 mins
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