Financial Planning – Page 2 – The Simply Retirement Podcast

Unlocking Your Home’s Potential with a Reverse Mortgage (Ep. 8)

By TheSimplyRetirementPodcast | October 11, 2023

Who says you can’t teach an old house new tricks?

In this episode, Eric Blake welcomes Mary Robb, Reverse Mortgage Specialist from Mutual of Omaha. Together, they’ll peel back the layers on what reverse mortgages really are, and how they differ from the traditional mortgage we’re all familiar with. From surprising financial strategies to how this could be a game-changer for aging in place, this episode is a must-listen!

Throughout this episode, Eric and Mary discuss:

The unexpected financial perks of a Reverse Mortgage
How a Reverse Mortgage can help seniors remain in their homes longer, and even fund better-quality assisted living arrangements
Why Financial Advisors are warming to the idea of reverse mortgages as a strategic asset management tool
How to use a Reverse Mortgage for purchasing a home, giving seniors more freedom in choosing where to age
And more!

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About our Guest:

Mary Robb is a Reverse Mortgage Loan Originator with Mutual of Omaha. Mary’s been a force in real estate since 2011, but she dialed in on reverse mortgages in 2017 because she saw our seniors deserved better. With a background in Social Work, she’s always been about helping people help themselves. She even detoured into credit repair, winning numerous awards in just a few short years. Today, she shares her passion for debunking myths about reverse mortgages. She’s a board member at the Ft. Worth Mortgage Bankers Association and an expert at Mutual of Omaha, where they offer home equity solutions.

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Preparing for Retirement: Seven Essential Strategies for Successful Investing in Retirement (Ep. 3)

By TheSimplyRetirementPodcast | August 9, 2023

Investment planning is only one part of creating a successful retirement. What you want is to create a secure investment plan that will protect your retirement income and ensure you reach your retirement goals.

In this episode, Eric Blake focuses on investment planning for retirement. He shares tips and insight on securing a retirement income that will survive no matter what the market throws at it and ensure a successful financial future.

Eric discusses:

How retirement planning has changed over the past few decades
The seven essential strategies for a successful investment during retirement
How the division of asset types impacts investment success
Why tax planning is critical to increasing the income kept after withdrawing from a retirement account
And more

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Introducing The Simply Retirement Podcast: Meet Host Eric Blake (Ep. 1)

By TheSimplyRetirementPodcast | August 9, 2023

Are you ready to step into the realm of retirement planning and financial guidance?

Introducing the Simply Retirement Podcast!

Prepare to be captivated by the captivating inaugural episode of the Simply Retirement Podcast! Join us as Eric Blake, a seasoned financial planning expert, shares his extraordinary journey and invaluable background in the realm of finance. Brace yourself for an intimate glimpse into the challenges he encountered during his early years as a financial advisor and the invaluable lessons he learned along the way.

Unveiling his unwavering passion for retirement income planning, Eric sheds light on the paramount significance of comprehending social security benefits and how it can shape our financial destinies. But that’s not all—prepare to be inspired as he reveals his personal hobbies and his resolute commitment to assisting individuals, particularly women, in navigating their financial endeavors with confidence and success.

In this episode Eric discusses:

How retirement income planning positively impacts his clients and the importance of financial organization during this crucial stage of life
His passion for helping women achieve retirement, especially those who have gone through a divorce or have been widowed
Exploring the potential benefits of Social Security and its transformative impact on your financial future
The significant influence a skilled financial advisor can have on their clients and their families’ lives
Unraveling the three essential elements of the retirement puzzle, masterfully pieced together by Eric
A sneak peek into the meticulous process employed by Blake Wealth Management when working with prospective clients
And more!

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