Social Security – The Simply Retirement Podcast

Understanding Spousal (and Ex-Spousal) Social Security Benefits (Ep. 24)

By TheSimplyRetirementPodcast | June 5, 2024

Are you leaving Social Security benefits on the table? Let’s take a moment and talk about spousal and ex-spousal benefits.

Today on the Simply Retirement Podcast, Eric Blake delves into what women need to know about maximizing their Social Security benefits, specifically spousal and ex-spousal benefits. He clarifies the eligibility criteria, benefit calculation, timing strategies, and the impact of working on social security benefits. Eric emphasizes the importance of understanding the rules around social security benefits to maximize your financial security during retirement.

Here’s what you can expect to learn about:

How spousal and ex-spousal benefits are calculated
The eligibility criteria for spousal and ex-spousal benefits based on marriage duration
What the earnings test is and the implications of working while receiving benefits
How provisional income affects the taxable portion of your social security benefits
Deciding between taking Social Security benefits before and after full retirement age
Tax implications associated with Social Security benefits and the importance of accurate planning
And more!

Resources:

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The Simply Retirement Roadmap™ Process (Ep. 2)

By TheSimplyRetirementPodcast | August 9, 2023

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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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!

Resources:

Connect with Eric Blake:

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