Social Security survivor benefits are a vital source of financial stability for many women, but how can you ensure you maximize these benefits when planning for retirement?
In this episode of The Simply Retirement Podcast, Eric Blake dives into the intricacies of Social Security survivor benefits and how they impact retirement planning.
Eric focuses on the top questions from clients and more about eligibility, the application process, and strategic considerations around survivor benefits. Tune in to discover how to maximize your benefits and make informed decisions that align with your retirement plans.
Eric discusses:
Eligibility criteria and crucial timelines for Social Security survivor benefits
Impact of remarriage on survivor benefits and critical ages to consider
The importance of timing for filing and how it affects benefit amounts
Integration of Social Security benefits with other income sources for a balanced financial strategy
When we think of retirement, images of tranquil beach walks, leisurely lunches, and newfound hobbies often fill our daydreams. But what if the reality of retirement doesn’t align with the fantasy?
Eric Blake welcomes back Kim Lee, a former personal trainer, a retiree and now a personal trainer once more. Kim shares her transformative journey, offering a candid look at her decision to retire, relocate to Mexico, and then, quite unexpectedly, unretire back to her roots in personal training. Kim’s story isn’t just about retirement; it’s about purpose, passion, and the courage to pivot when life’s plans don’t bring the fulfillment expected.
Kim touches on:
Why did Kim decide to “unretire” and return to personal training
How did cultural changes in Mexico affect Kim’s daily life and happiness
What emotional challenges did Kim encounter being away from loved ones and her fitness community
What advice does Kim give for those considering retirement, focusing on setting clear goals
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.
What if there’s much more to women’s retirement planning than you ever imagined?
We’ve got some surprises in store for you.
Join us for a captivating episode of the Simply Retirement podcast with host Eric Blake, as he dives into the nuances of retirement planning specifically for women. Joined by Dr. Karen Midyet, a renowned clinical psychologist specializing in retirement and aging, they dissect the intricate blend of financial and emotional elements crucial to a woman’s retirement journey.
Episode Highlights:
Uncover the art of building vibrant social networks post-retirement
Learn how activities like pickleball and community engagement can transform socializing in retirement
Explore how educational pursuits, from online to university-level, can reinvent your retirement experience
Dive into Dr. Midyet’s innovative approach to mental, physical, and nutritional wellness for retirees
Understand why planning in your 50s is pivotal for a fulfilling retirement
Realize your retirement dreams with the power of personalized coaching
Dr. Karen L. Midyet, Psy.D., is a Clinical Psychologist and Retirement and Aging Coach with a career spanning over 45 years. Specializing in life, career, retirement, and aging, she operates from the Denver metro area but extends her services remotely to clients across the US and Canada.
Karen is the visionary behind Coaching Aging Adults, LLC, a practice dedicated to assisting aging clients in developing life purpose and addressing issues related to isolation and loss. She also conducts workshops, online courses, and retreats to assist older adults as they prepare for retirement, facilitating emotional adjustment and planning for their Next Act, be it an Encore Career, volunteering, or grandparenting.
Dr. Midyet’s mental health practice aids adults coping with life transitions, emotional problems, acute or chronic medical illnesses, and personal issues related to traumatic events or family history. She also consults with mental health professionals and facilities on best practices for aging adults. She contributed significantly in her roles as President of Colorado Professional Psychological Group and Chief Psychologist at the Institute of Motivational Development, providing invaluable consultation, supervision, and clinical training in diverse areas such as underachievement, stress management, ADHD, anxiety, and depression. She also was past President of the Psychology Group and on the Board for Bethesda Psychiatric Hospital during its transition to Health One.
As a forerunner in her field, Karen’s multifaceted approach and innovative techniques have enabled profound personal growth and enhanced well-being among her clients, Her methodologies and client-centered approach position her as a thought leader, with her insights being highly sought after for consultation and podcasts.
Beyond her extensive professional pursuits, Karen is deeply passionate about fostering a balanced and enriching lifestyle and continues to be a beacon of inspiration and support to many aspiring to navigate the complexities of aging and retirement effectively.
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
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.
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
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.
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.
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!
