Tag: Retirement Planning

Navigating End-of-Life Care: Insights and Strategies for Women in Retirement with Jeanne Brosseau (Ep. 13)

Navigating End-of-Life Care: Insights and Strategies for Women in Retirement with Jeanne Brosseau (Ep. 13)

What if you could redefine your journey into retirement and end-of-life planning?

Discover the crucial yet often overlooked aspects of retirement in this insightful episode of The Simply Retirement Podcast. Host Eric Blake, joined by Jeanne Brosseau, Community Liaison from Ardent Healthcare, tackles the sensitive subject of end-of-life care. This episode is specially crafted to guide you through the complexities of retirement planning, with a focus on hospice and palliative care. 

Key Highlights:

  • Enhancing Quality of Life with Hospice Care: Understand how early hospice adoption can significantly improve life quality
  • Initiating End-of-Life Conversations: Gain valuable strategies for approaching sensitive talks about end-of-life care
  • Integrating Medical and Financial Planning: Eric Blake seamlessly connects hospice care with estate planning, emphasizing the need for a holistic estate plan that smartly incorporates medical directives alongside traditional wills and trusts
  • Understanding Care Services: Unravel the differences between home health and hospice care, learning about their subtle nuances and the financial implications, including insurance details
  • Proactive End-of-Life Planning: Discover the essential steps to seek information and arrange care for end-of-life planning
  • And much more!

Resources:

Connect with Eric Blake: 

Connect with Jeanne Brosseau: 

About Jeanne Brosseau: 

When you ask Jeanne Brosseau where she is from, she will answer, “which year?” Jeanne was born in Colorado Springs but had moved 19 times by the time she was 10 due to her father’s career in the construction industry. 

Jeanne married when she was 20 and soon after started a family. Her husband’s career had her packing again to move every year, sometimes twice a year, across the continental US, and out of it, until she settled in CT in 2000. 

She started a career as a Student Counselor with The Writers Institute, helping adult correspondence students learn how to write and publish their work. She also recruited published authors to teach the courses. She fell in love with education. 

In 2008, Jeanne moved her 2 teenagers to Houston, TX so that she could better provide for her children’s college education. She accepted a position as a Unit Secretary at a small Catholic hospital and shortly thereafter was a student in their first Patient Care Technician training program. Right after her 40th birthday, she was recruited by a hospice company to be a liaison assistant and promoted 2 months later to a full marketing position. 

Although Jeanne didn’t know anything about hospice, she researched, asked lots of questions and started to become educated on all areas of healthcare. She wanted to know the differences between the levels of care, when each was appropriate, and why. She loved the “educational” piece of it. Now, Jeanne brings that education to as many people as possible.

“End of life discussions should be as important as beginning of life discussions. Preparing for that journey takes much of the fear out of it.”

Unlocking the Secrets of Long-Term Care with Dina Mabry (Ep. 11)

Unlocking the Secrets of Long-Term Care with Dina Mabry (Ep. 11)

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
  • And much more!

 

Resources:

Connect with Eric Blake: 

Connect with Guest: 

About our Guest: 

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.

Unlocking the Secrets to a Healthy and Vibrant Retirement with Kim Lee (Ep. 7)

Unlocking the Secrets to a Healthy and Vibrant Retirement with Kim Lee (Ep. 7)

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.
  • Plus, a lot more insightful discussions!

 

Resources:

Connect with Eric Blake: 

Connect with our Guest: 

About our Guest: 

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 are Your Financial Planning Principles? (Ep. 4)

What are Your Financial Planning Principles? (Ep. 4)

Are you on the path to crafting a robust financial roadmap for your retirement, but feeling unsure about where to concentrate your efforts?

In this episode, Eric Blake discusses the importance of financial planning principles with a focus on the need for a financial plan to define success and pursue goals, especially for women in transition or ready to take control of their financial future.

Eric discusses: 

  • Some of the challenges of discovering a dependable financial advisor 
  • The significance of engaging a planner-focused professional, rather than someone solely driven by product sales 
  • The adaptive nature of financial planning 
  • The art of preparedness for unforeseen events and effectively managing risk
  • And much more!

 

Resources:

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

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

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

 

Resources:

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The Simply Retirement Roadmap™ Process (Ep. 2)

The Simply Retirement Roadmap™ Process (Ep. 2)

Planning for retirement is an essential part of our financial journey, but it can be daunting and uncertain at times.

That is when working with experts may be an ideal option, but it’s crucial to have clear details of how the process will be.

In this episode, Eric Blake introduces the Simply Retirement Roadmap process. The process aims to simplify retirement planning and alleviate one’s future concerns. Eric details every stage of the process and the topics discussed in each interaction. Additionally, he explains the benefits of working with Blake Wealth Management and the importance of creating a long-term relationship.

Eric discusses: 

  • The concept of Simply Retirement and the origins of the Simply Retirement Roadmap Process
  • The Simply Retirement Process and how it alleviates concerns about working with a financial advisor
  • The purpose and content of the first meeting
  • The second meeting where Eric presents a roadmap with specific recommendations for improving financial position and achieving retirement goals
  • The four key areas of retirement planning
  • The three key questions in retirement planning
  • The implementation process and decision-making steps after creating a retirement plan
  • And more!

 

Resources:

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