Tag: Simply Retirement Roadmap

Feature Image
7 Questions Every Woman Should Ask Before Hiring a Financial Advisor (Ep. 94)

7 Questions Every Woman Should Ask Before Hiring a Financial Advisor (Ep. 94)

By |

Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement, especially if you’re navigating it on your own. 

Yet many women don’t realize how much clarity and confidence can come from simply asking the right questions before committing to a long-term relationship.

In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor. We discuss why so many women change advisors after losing a spouse, how to evaluate an advisor’s process, and what to listen for when recommendations are presented. I also explain why retirement income planning, Social Security strategy, and tax coordination require a different level of focus than simply saving for retirement, and how to think about value beyond just the advisory fee. 

Key Takeaways:

  • Why the commonly cited statistic about women changing advisors highlights the need for better conversations
  • The importance of understanding an advisor’s process before agreeing to work together
  • How to evaluate whether recommendations truly align with your goals, values, and concerns
  • Why retirement income planning, Social Security, and tax strategy require specialized focus
  • How to assess value beyond fees, including adaptability, communication, and long-term partnership
  • And more!

Resources:

Connect with Eric Blake: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
Retiring, Unretiring, and Rediscovering Purpose with Kim Lee (Ep. 23)

Retiring, Unretiring, and Rediscovering Purpose with Kim Lee (Ep. 23)

By |

When we think of retirement, images of tranquil beach walks, leisurely lunches, and newfound hobbies often fill our daydreams. But what if the reality of retirement doesn’t align with the fantasy?

Eric Blake welcomes back Kim Lee, a former personal trainer, a retiree and now a personal trainer once more. Kim shares her transformative journey, offering a candid look at her decision to retire, relocate to Mexico, and then, quite unexpectedly, unretire back to her roots in personal training. Kim’s story isn’t just about retirement; it’s about purpose, passion, and the courage to pivot when life’s plans don’t bring the fulfillment expected.

Kim touches on: 

  • Why did Kim decide to “unretire” and return to personal training
  • How did cultural changes in Mexico affect Kim’s daily life and happiness
  • What emotional challenges did Kim encounter being away from loved ones and her fitness community
  • What advice does Kim give for those considering retirement, focusing on setting clear goals
  • And more

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
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)

By |

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:

Connect with Eric Blake: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More