Tag: Blended Families

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Navigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)

Navigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)

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Estate planning is crucial, especially for those remarrying later in life.

What happens when life changes and your estate plan doesn’t? 

Amy June, an estate planning attorney focused on helping clients navigate life events, joins Eric Blake to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.

Amy discusses:

  • The importance of creating or updating your estate plan before or shortly after remarriage
  • Key estate planning documents every individual or couple should have
  • Common challenges with blended families and strategies to address them
  • How to align beneficiary designations with your overall estate plan
  • The role of prenuptial agreements in safeguarding assets and clarifying intentions
  • And more!

Resources:

Connect with Eric Blake: 

Connect with Amy June: 

About Our Guest: 

Amy June is licensed in and serves clients throughout Texas and California, specializing in estate planning and asset protection. She has a wide range of experience in-house with large companies and entrepreneurial startups and as a litigator with an Am-Law 100 law firm. She has seen what the lack of a firm business foundation and effective estate planning can do and has the experience and knowledge so that her clients avoid those expensive, time-consuming, and heartbreaking consequences.

She also has a demonstrated history of working in the community and is highly respected by her peers and clients. She takes a human, empathetic approach, eliminating the fear and intimidation of speaking with a lawyer. She invests time and energy in understanding her clients’ history, goals, and values, and is dedicated to using that knowledge to help people navigate their needs and those of their loved ones, now and in the future.

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Finding the Right Financial Advisor: Guidance for Your Unique Financial Journey (Ep. 29)

Finding the Right Financial Advisor: Guidance for Your Unique Financial Journey (Ep. 29)

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Is finding a financial advisor suitable for your unique financial circumstances leaving you overwhelmed?

Tune into this episode of The Simply Retirement Podcast with host Eric Blake and Wealth Manager Lyndsey Monahan as they discuss key considerations in hiring a financial advisor who has the skills and experience to provide effective advice based on your unique financial journey.  With decades of experience, Eric and Lyndsey weave in personal stories and professional guidance to assist you in sidestepping common pitfalls when searching for the right financial advisor. This episode focuses on a financial advisor and their firm having a structured, client-focused approach to assist women in feeling confident about their financial future.

Key Highlights:

  • Finding the Right Financial Advisor: Eric and Lyndsey discuss essential qualifications and why understanding specific client needs is crucial
  • Common Mistakes in Financial Planning: Discover frequent errors like improper account setups and lack of a will, and learn how to avoid them
  • Blended Family Dynamics: Lyndsey shares insights into the unique financial complexities of blended families and strategies to manage them effectively
  • Empowering Women: Understand the importance of approachable and inclusive advisors in engaging both partners in financial discussions
  • Industry Challenges: A discussion on the lack of diversity in the financial advisory industry and its impact on female clients
  • Important Questions to Ask: Key questions to ask potential advisors to ensure they are the right fit for your unique needs
  • Advisor Roles: The necessity for advisors to collaborate with CPAs and estate planning attorneys for comprehensive financial planning
  • And much more!

Tune in to this episode for actionable advice and connect with Eric and Lyndsey to start your journey toward financial freedom.

Resources:

Connect with Eric Blake: 

Connect with Lyndsey Monahan: 

About our Guest: 

Lyndsey Monahan is a wealth manager at Precision Wealth Strategies. Raised by a single mom, Lyndsey’s personal experiences with financial struggles led her to a career in financial advising. She specializes in helping clients navigate the complexities of blended families and is dedicated to empowering women in their financial journeys.

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