Category: Financial Advisor

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The Simply Retirement Roadmap™ Process (Ep. 2)

The Simply Retirement Roadmap™ Process (Ep. 2)

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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:

Connect with Eric Blake: 

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

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

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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

The Simply Retirement Podcast – Coming Soon

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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. 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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