Tag: Retirement Planning

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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)

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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.

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

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

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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:

Connect with Eric Blake: 

 

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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)

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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)

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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:

Connect with Eric Blake: 

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