Category: Women and Retirement

Feature Image
Unlocking the Secrets of Long-Term Care with Dina Mabry (Ep. 11)

Unlocking the Secrets of Long-Term Care with Dina Mabry (Ep. 11)

By |

Ever wondered if it’s too late to dive into long-term care insurance? 

Slide your headphones on and plunge into an enlightening chat as Eric Blake and Dina Mabry peel back the layers of this dilemma, placing a special spotlight on challenges specific to women. Drawing from their combined experience, they provide an in-depth look at the journey to financial security, even if you’re late to the game.

Tune in and discover:

  • Why the saying, “The best time to plant a tree was 20 years ago. The second best time is now,” could reshape your financial thinking
  • Reimagine long-term care: Beyond just nursing homes
  • The evolution in modern insurance policies: What unexpected benefits might your beneficiaries reap
  • The showdown: Traditional long-term care insurance vs. asset-based policies. Which side will you pick
  • Age concerns? From 40s to 80s, there’s a strategy tailored just for you
  • A sneak peek into Dina’s offerings: Why one size doesn’t fit all in insurance
  • Hear firsthand accounts of how Dina’s knowledge has made a real difference
  • And much more!

 

Resources:

Connect with Eric Blake: 

Connect with Guest: 

About our Guest: 

Dina is a trusted resource for life, long-term care, and disability insurance. Being in the industry for over 15 years, Dina has become a respected consultant to financial advisors and individuals by creatively finding solutions for estate planning, income replacement and long term care protection solutions.

Working with over 30+ carriers, Dina taps into her knowledge from her long career in the pharmaceutical industry to properly underwrite clients to find the best match for most medical impairments.

Dina strives to be a reliable professional in her field so clients can make informed decisions and feel more confident that they and their families are protected.

Dina has deep roots in the Conejo Valley and is active in W Source, The Exchange, Women 2 Women, and spends her time on the Executive Committee for Go Red for Women, The American Heart Association and The Alzheimer’s Association Central Coast.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
Do I Have to Use a Realtor to Sell My Home? With Jules Hicks (Ep. 10)

Do I Have to Use a Realtor to Sell My Home? With Jules Hicks (Ep. 10)

By |

As retirement inches closer, it is important to consider your living situation and what your most desired outcome will look like once you are in your golden years. 

In this episode, Eric Blake is joined by Jules Hicks, co-founder of Aunt Ida’s House. They discuss how Aunt Ida’s House helps seniors sell their homes quickly when transitioning into assisted living or nursing communities. 

Jules explains their process of buying houses for cash, conducting thorough inspections, and working with contractors to prepare the homes for the market. She also shares a heartwarming story of a family they were able to help and how it inspired her passion in this field. 

Eric and Jules discuss: 

  • How Aunt Ida’s House helps seniors sell their homes quickly
  • The origin story of Aunt Ida’s House
  • The sped up closing process in times of need
  • How Aunt Ida’s House ensures the cleanliness and functionality of every house they offer their clients 
  • And more

 

Resources:

Connect with Eric Blake: 

Connect with Jules Hicks:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
Mind Over Money: Emotionally Smart Financial Planning with Jeannie Dougherty (Ep. 9)

Mind Over Money: Emotionally Smart Financial Planning with Jeannie Dougherty (Ep. 9)

By |

Calling all women looking to up their financial literacy! 

In this episode, Eric Blake is joined by Jeannie Dougherty, a money and mental fitness guide, who shares her insights on the impact of money-related problems on mental health. Jeannie emphasizes the need for emotional and behavioral coaching in addition to traditional financial planning. The episode also highlights the challenges financial advisors face in addressing the emotional needs of clients and the importance of effective communication. Jeannie introduces her 90-day bootcamp concept and a virtual caregiver conference that focuses on the interconnected aspects of caregiving. 

Eric and Jeannie discuss: 

  • The impact of money-related problems on one’s life and mental health
  • Importance of addressing the emotional and psychological aspects of financial planning, especially for women in unequal financial relationships
  • Challenges financial advisors face in addressing the emotional aspects of retirement planning
  • Importance of women taking an active role in their financial decisions and “winning money power”
  • Role of financial advisors as the “quarterback” in helping clients make important financial decisions
  • And more

 

Resources:

Connect with Eric Blake: 

Connect with Jeannie: 

About our Guest: 

As a determined woman ready to positively impact the world, Jeannie Dougherty continues to help people from all walks of life. She is a coveted counselor, certified money coach, mental fitness coach, speaker, and the founder of a virtual Caregiver Conference that addresses both sides of the equation the caregiver and their families.

She graduated with a master’s degree in counseling from Ottawa University. She graduated from the prestigious Money Coaching Institute as a Certified Money Coach for Individuals, Couples, and Businesses. She’s passionate about her area of expertise, and Jeannie set forth on her quest to do great things.

Moreover, she works with businesses, individuals, and couples to help them find better ways to reach their goals. Over the years, her efforts have earned her a reputation among clients who are ever eager to vouch for her holistic services.

She graduated with a master’s degree in counseling from Ottawa University. She graduated from the prestigious Money Coaching Institute as a Certified Money Coach for Individuals, Couples, and Businesses. She is also a former Federal Retirement Readiness professional. She’s passionate about her area of specialty, and Jeannie set forth on her quest to do great things. Evidently, her perspective on life is simple, and she’s wholly gentle in her approach to the clients. That’s precisely why her customer base continues to grow today.

You see, both of her parents passed away from Alzheimer’s. She spent 11 years of her adult life being a caregiver, dealing with financial and healthcare decisions with her family and their providers.

Her parents’ financial journeys were different, as well as how their diseases manifested. Jeannie understands why lots of folks who become caregivers overnight have their money-handling skills and financial psychology shifts.

The subconscious mind doesn’t see you as a balanced caregiver with a plan or as a balanced individual with multiple plates: family, work, health, and self. The subconscious sees you as someone in the middle of a crisis and not as a balanced person managing your life and the unexpected events that come and go. That’s why your identity shifts into a place of the uncomfortable unknown. This is why the money trauma can manifest what may feel like overnight and is tough to shake off later.

Jeannie is here to help you do more than just get back on track. She will show you how to navigate the road to your dream life.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
Unlocking the Secrets to a Healthy and Vibrant Retirement with Kim Lee (Ep. 7)

Unlocking the Secrets to a Healthy and Vibrant Retirement with Kim Lee (Ep. 7)

By |

In this thought-provoking episode, our special guest eloquently underscores a profound truth: one person indeed has the ability to bring about monumental change in another’s world.

Joining us in this engaging dialogue is personal trainer, Kim Lee. She is united with our host, Eric Blake, by their shared clientele—women on the cusp of, or already enjoying, retirement who are primed for a life-changing transformation. Their clients are individuals shaped by life’s experiences and transitions, now seeking valuable guidance.

Kim candidly shares her personal journey, transitioning from the field of law enforcement to her calling as a personal trainer. She emphasizes her unwavering commitment to her mission: to uplift and empower others.

Eric and Kim discuss: 

  • The distinct challenges faced by women in managing their health and wellness during the twilight of their careers.
  • The essential role that dedicated self-care time plays in a healthy lifestyle.
  • How Kim strategizes to ensure her health remains a priority in her retirement years.
  • The remarkable influence a nurturing community can impart during the later stages of life.
  • Plus, a lot more insightful discussions!

 

Resources:

Connect with Eric Blake: 

Connect with our Guest: 

About our Guest: 

Kim Lee, a dedicated Certified Personal Trainer for the past 8 years, is currently operating as an Independent Contractor at the Hidden Gym nestled in Allen, Texas. Alongside her professional pursuits, she cherishes her role as a loving wife and mother to two wonderful grown children. Her fervor for promoting both physical and mental health is unmistakable and deeply embedded in her work. She firmly believes in the power of small, consistent steps, emphasizing that they collectively pave the way for monumental change.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
Navigating the Financial Labyrinth: Why the Right Questions Can Save Your Retirement (Ep. 6)

Navigating the Financial Labyrinth: Why the Right Questions Can Save Your Retirement (Ep. 6)

By |

Ever wondered if you’re just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions.

In this episode, Eric Blake delves deep into the maze of retirement distribution planning. Every decision, every distribution, has consequences—some of which you might not see coming. With retirement assets on the line, do you have the assurance that you’re asking the right questions?

Tune in as Eric discusses:

  • The ever-evolving world of tax laws and the intricacies of beneficiary designations: Are you updated?
  • Trusting your financial advisor: The pivotal questions to ask and strategies to keep you ahead of the curve.
  • Navigating the vast ocean of retirement planning: Knowing where to cast your net for the right answers. And much more!

Step into an enlightening conversation that not only highlights the importance of expertise but also equips you with the tools to safeguard your financial future. Don’t miss out!

 

Resources:

Connect with Eric Blake: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
What Are Your Investing Principles? (Ep. 5)

What Are Your Investing Principles? (Ep. 5)

By |

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:

Connect with Eric Blake: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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:

Connect with Eric Blake: 

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More