Financial Advisor – Page 4 – The Simply Retirement Podcast

What Are Your Investing Principles? (Ep. 5)

By TheSimplyRetirementPodcast | August 23, 2023

Ladies, have you ever wondered what sets apart financially empowered women from the rest? Picture this: the key to unlocking your financial potential lies in a captivating parallel that resonates with your daily lives—a vibrant, healthy lifestyle. Just as an apple a day keeps the doctor away, did you know that monitoring and nurturing your investments can empower you with long-term financial success?

In this episode, Eric Blake reveals the secrets to harnessing the true potential of your investments. Prepare to be inspired as Eric emphasizes the vital importance of having a clear-cut plan, aligning your investments with your unique financial purpose and goals. But that’s not all.

In this episode, Eric discusses:

The profound significance of considering the time horizon for your investments and, most importantly, staying steadfast, even amidst the unpredictable tides of market volatility
Why you should avoid making emotional investing decisions based on short term fluctuations in the market
What portfolio management costs look like and the upkeep that it may have
The importance of finding a financial advisor who understands retirement income planning
…And so much more!

Resources:

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Connect with Eric Blake:

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What are Your Financial Planning Principles? (Ep. 4)

By TheSimplyRetirementPodcast | August 9, 2023

Are you on the path to crafting a robust financial roadmap for your retirement, but feeling unsure about where to concentrate your efforts?

In this episode, Eric Blake discusses the importance of financial planning principles with a focus on the need for a financial plan to define success and pursue goals, especially for women in transition or ready to take control of their financial future.

Eric discusses:

Some of the challenges of discovering a dependable financial advisor
The significance of engaging a planner-focused professional, rather than someone solely driven by product sales
The adaptive nature of financial planning
The art of preparedness for unforeseen events and effectively managing risk
And much more!

Resources:

Get Your Own Simply Retirement Roadmap

Connect with Eric Blake:

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Preparing for Retirement: Seven Essential Strategies for Successful Investing in Retirement (Ep. 3)

By TheSimplyRetirementPodcast | August 9, 2023

Investment planning is only one part of creating a successful retirement. What you want is to create a secure investment plan that will protect your retirement income and ensure you reach your retirement goals.

In this episode, Eric Blake focuses on investment planning for retirement. He shares tips and insight on securing a retirement income that will survive no matter what the market throws at it and ensure a successful financial future.

Eric discusses:

How retirement planning has changed over the past few decades
The seven essential strategies for a successful investment during retirement
How the division of asset types impacts investment success
Why tax planning is critical to increasing the income kept after withdrawing from a retirement account
And more

Resources:

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The Simply Retirement Roadmap™ Process (Ep. 2)

By TheSimplyRetirementPodcast | August 9, 2023

Planning for retirement is an essential part of our financial journey, but it can be daunting and uncertain at times.

That is when working with experts may be an ideal option, but it’s crucial to have clear details of how the process will be.

In this episode, Eric Blake introduces the Simply Retirement Roadmap process. The process aims to simplify retirement planning and alleviate one’s future concerns. Eric details every stage of the process and the topics discussed in each interaction. Additionally, he explains the benefits of working with Blake Wealth Management and the importance of creating a long-term relationship.

Eric discusses:

The concept of Simply Retirement and the origins of the Simply Retirement Roadmap Process
The Simply Retirement Process and how it alleviates concerns about working with a financial advisor
The purpose and content of the first meeting
The second meeting where Eric presents a roadmap with specific recommendations for improving financial position and achieving retirement goals
The four key areas of retirement planning
The three key questions in retirement planning
The implementation process and decision-making steps after creating a retirement plan
And more!

Resources:

Get Your Own Simply Retirement Roadmap

Connect with Eric Blake:

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Introducing The Simply Retirement Podcast: Meet Host Eric Blake (Ep. 1)

By TheSimplyRetirementPodcast | August 9, 2023

Are you ready to step into the realm of retirement planning and financial guidance?

Introducing the Simply Retirement Podcast!

Prepare to be captivated by the captivating inaugural episode of the Simply Retirement Podcast! Join us as Eric Blake, a seasoned financial planning expert, shares his extraordinary journey and invaluable background in the realm of finance. Brace yourself for an intimate glimpse into the challenges he encountered during his early years as a financial advisor and the invaluable lessons he learned along the way.

Unveiling his unwavering passion for retirement income planning, Eric sheds light on the paramount significance of comprehending social security benefits and how it can shape our financial destinies. But that’s not all—prepare to be inspired as he reveals his personal hobbies and his resolute commitment to assisting individuals, particularly women, in navigating their financial endeavors with confidence and success.

In this episode Eric discusses:

How retirement income planning positively impacts his clients and the importance of financial organization during this crucial stage of life
His passion for helping women achieve retirement, especially those who have gone through a divorce or have been widowed
Exploring the potential benefits of Social Security and its transformative impact on your financial future
The significant influence a skilled financial advisor can have on their clients and their families’ lives
Unraveling the three essential elements of the retirement puzzle, masterfully pieced together by Eric
A sneak peek into the meticulous process employed by Blake Wealth Management when working with prospective clients
And more!

Resources:

Connect with Eric Blake:

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The Simply Retirement Podcast – Coming Soon

By TheSimplyRetirementPodcast | July 26, 2023

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. Start 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 to learn more about our “Simply Retirement Roadmap Process.” Let us help you create the retirement you’ve always dreamed of.

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