Eric Blake on Senior to Seniors: Simplifying Retirement for Women in Transition (Ep. 44)
Retirement planning can feel overwhelming, especially for women newly managing finances on their own.
How can you build financial confidence, make informed Social Security decisions, and reduce taxes? What steps can help you create a stable future and enjoy retirement without financial stress?
I was a guest on Senior to Seniors with Jim Mazziotti. In this episode, I share insights on retirement income strategies, tax-efficient planning, and the Simply Retirement Roadmap process.
In this conversation with Jim, I talk about:
- My personal journey into financial planning and why I focus on helping women—especially those who are single, divorced, or widowed—prepare for retirement
- The key components of his Simply Retirement Roadmap and how it simplifies financial decision-making
- The importance of Social Security strategies, tax-efficient withdrawals, and retirement income planning
- How the recently passed Social Security Fairness Act benefits women, particularly widows and teachers
- Why many people delay financial planning due to fear, and how education and guidance can make retirement decisions easier
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- #6 – Why the Right Questions Can Save Your Retirement
- #40 – Social Security Fairness Act
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
Connect with Jim Mazziotti:
About Jim Mazziotti:
Jim Mazziotti is a Realtor focusing in SENIOR REAL ESTATE with EXIT Realty Elite, located in Grapevine, Texas He is the former franchise owner/Realtor & principal managing broker, of Exit Realty located in Bend, Oregon. In his thirty-two years in the real estate business he and his team have closed more than 2000 residential and commercial real estate transactions, including residential, resort, senior and luxury properties. Jim has been recognized in the Top 1% in sales and listings and is the recipient of the ‘Esprit de Corps,’ one of EXIT Realty Corp Internationals most prestigious awards. Steve Morris, the founder and chairman of the board for EXIT Realty Corp International characterizes recipients of this award as “shining examples of what EXIT is all about and characterized by their community presence, professionalism and undaunted perseverance.”
Jim holds a number of certifications and designations including the ABR (Accredited Buyers Representative), SFR (Short Sales and Foreclosure Representative), MRP (Military Relocation Professional), SRES, (Senior Real Estate Specialist), REO Default Certified Professional, and is a Coach, Trainer & Speaker with the John C. Maxwell Organization, recognized as the top leadership organization in the world. Jim speaks and trains regularly across the United States and coaches real estate agents with his ‘Mazziotti Real Estate Accountability Coaching’ company.
Jim Mazziotti is a published author of the book titled The Challenge: How 144 Letters Changed My Life, The Life Of My Son And Will Change Your Life Too,” and sits on the Board of Directors for the National Guard Youth Foundation (NGYF) in Washington, D.C..
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