Tag: Financial Confidence

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100 Episodes, One Mission (Ep. 100)

100 Episodes, One Mission (Ep. 100)

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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:

Connect with Eric Blake: 

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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Medicare Tips and Tricks with Traci Grover (Ep. 51)

Medicare Tips and Tricks with Traci Grover (Ep. 51)

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Choosing a Medicare plan is just the beginning. What comes next can have a big impact on your healthcare and wallet.

In this episode, I sit down with Traci Grover, a seasoned insurance broker with Vital Health Coverage, to help you understand how to get the most from your Medicare benefits. We explore the dos and don’ts of enrollment, bust myths from TV ads, and cover key deadlines and decisions that could affect your long-term costs. 

Traci explores:

  • Essential Medicare enrollment tips
  • The importance of working with an experienced broker
  • The truth behind those flashy TV ads
  • What never to say when asked about your insurance at the doctor’s office
  • Navigating plan changes during annual election periods
  • The impact of prescription plans and how to manage them
  • Key deadlines to mark on your Medicare calendar
  • And more!

Resources:

Connect with Eric Blake: 

Connect with Traci Grover: 

About our Guest: 

Traci Grover is a dedicated health insurance agent and advisor who provides coverage for individuals of all ages. Her primary focus is the Medicare market. Traci has been an agent since 2018 and has worked in the healthcare industry for the last two decades. She helps consumers make smart decisions for a secure future when determining their healthcare insurance options.

Every client has unique individual needs. Traci bundles their priorities and needs into one protection package tailored specifically for them. It’s important to have an agent like Traci to help navigate the process and find the best fit. As people age and their needs change, they can rely on Traci to be available and ensure their health insurance needs are covered. Her clients range from those of Medicare age to young families, entrepreneurs, contract workers, individuals bridging to Medicare age, and those in between jobs. Her resources come at no cost to her clients.

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