100 Episodes, One Mission (Ep. 100)
One hundred episodes in. More than a milestone, this is a window into the heart behind the work.
In this episode, I reflect on what it means to reach Episode 100 of the Simply Retirement Podcast, alongside the people who know me best, my family, Dawn Blake, Kaitlyn Blake-Lolliot, and Eric L. Blake.
We talk about why helping women feel confident around money matters so deeply, how communication and compassion shape our work, and what it means to build a business rooted in trust.
This conversation also pulls back the curtain on the personal side of Blake Wealth Management, from client relationships to family legacy. More than anything, this episode highlights the values that have carried us this far and the purpose that continues to guide what comes next.
Key takeaways:
- Why making financial conversations easier to understand helps women feel more confident asking questions and making decisions
- How respect, communication, and legacy shape the way Blake Wealth Management serves clients
- What it means to support clients through life changes like widowhood, divorce, health issues, and other difficult transitions
- How Dawn, Kaitlyn, and Eric Lowell each bring a different perspective to the family business and client experience
- Why Episode 100 is both a celebration of the journey so far and a reflection on the future of a multi-generational firm
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- 2026 Tax and Retirement Planning Cheat Sheet
- Ultimate Guide to Women’s Social Security Success
Connect with Eric Blake:
- LinkedIn: Eric Blake
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
Meet the Team:
About our Guests:
As the Client Success Coordinator at Blake Wealth Management, Dawn Blake’s goal is simple: to make your life just a little easier and ensure every interaction you have with our firm feels personal and meaningful. Whether she’s helping schedule a meeting, coordinating a transaction, or just checking in to see how you’re doing, Dawn wants you to feel like our only client.
As Client Service Associate at Blake Wealth Management, Kaitlyn Blake-Lolliot’s role is all about making sure the client experience behind the scenes is just as thoughtful and smooth as the one our planning team delivers up front. Whether she’s managing schedules, processing paperwork, streamlining internal systems, or solving the daily challenges that come with running a growing firm, Kaitlyn’s goal is to support both our clients and team with clarity, efficiency, and care.
As a Paraplanner at Blake Wealth Management, Eric L. Blake supports our planning team by helping build retirement plans, conducting investment research, and analyzing the tax and financial information that guide the strategies we deliver to clients. A large part of his work involves organizing data, running projections, and making sure every detail behind the scenes aligns with the goals, values, and long-term needs of the families we serve.
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