TRANSCRIPT
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#50 - Women Will Soon Control the Financial Landscape - But Is the Financial Services Industry Ready?
Eric Blake: Welcome to the 50th episode, a milestone episode of the Simply Retirement Podcast, where we want to educate and empower women to live your retirement on your terms. I'm your host, Eric Blake. On this episode, I'm gonna tell you why the majority of the financial advisors and the financial services industry and is in a complete panic.
It has nothing to do with stock markets, the economy, or even politics. Join me once again as she does now for the has done for the last 50 episodes, either behind the scenes or live here on screen with me is Wendy McConnell. Wendy, how are you?
Wendy McConnell: I'm good. And so excited for you. Congratulations on the big five oh.
Eric Blake: Thank you. Yeah, five. So did you ever think I was gonna make it to 50 episodes?
Wendy McConnell: I had no doubt. No doubt whatsoever. Thank
Eric Blake: you. Thank you. I appreciate that.
Eric Blake: So what'd you think about that tease? What do you think what do you think our topic is for today?
Wendy McConnell: I dunno. I don't, I thought maybe it had something to do with the current situation, but I guess I'm wrong.
Eric Blake: So you think that's the only reason why financial advisors panic is 'cause of the market and stocks and the economy and politics and all that stuff? Oh, I know there's
Wendy McConnell: more involved, but I know that's why a lot of people are panicking right now.
Eric Blake: In this particular case it's definitely it's definitely something that that people are worried about.
But I think it's a good thing ultimately. We'll chat about that in a little bit. I do have just a couple of quick announcements. Before we get to that big important topic. A couple of things I'm gonna be participating in. I think I've ref referenced this organization in the past on previous episodes.
Savvy Ladies that is a nonprofit organization that provides free financial coaching to women. They are having their first volunteer summit on April 28th, and I have been invited to be a panelist.
Wendy McConnell: Very nice
Eric Blake: on that. Along with the founder, which is really cool. Stacy Francis she founded it back in 2003.
And actually it's become more than a, just a passion project for her. But I've been a volunteer coach for about three, it's gotta be close to three years now, and they have asked me to serve on a panel. It's a three member panel talking about amplifying your personal brand story. And building your center of influence, which has been a really high priority for us especially around serving women for the last several years.
And I'm gonna get a chance to share my story and hopefully help some more volunteers as they as they. Focus on helping women as well.
Wendy McConnell: Great.
Eric Blake: So that's one. And that's not gonna be something that, the general public, our audience is gonna be able to witness, but we will definitely share the link to Savvy Ladies if there's if there's folks out there that are looking for coaching, maybe you're not sure what direction to go with with a particular financial question, challenge, issue, whatever it might be.
It is a great resource. CFPs attorneys, CPAs, whatever type of financial professional you might feel like you need help from, you can get free help there and at least give you, get you on the right path.
Wendy McConnell: Okay,
Eric Blake: next, and this is actually gonna be coming up as we're recording this on the Monday the seventh, just a few days away.
I'm gonna be on what's called the Financial Freedom Show, and this is part of a, it's several different shows as part of what's called the Thriving Women's Network. It's shown on E 360 TV and even on demand they've asked me to participate as well, and we will share the link on that. So I'm really excited about that.
And the savvy ladies, I don't even to think my wife forgot this. Savvy Ladies is gonna be New York City. We're gonna make a trip up to New York Air in in just a few weeks. And I spend a few, couple of days there, got the Lion King tickets and,
Wendy McConnell: Oh, so good as well. So we're
Eric Blake: gonna make it a little bit of a mini break, mini vacation as well.
Wendy McConnell: That's close to me, Eric.
Eric Blake: Hey there. You need to come up, we need to figure out how to get together then.
Wendy McConnell: I'll join you for the Lion King, one of my favorites.
Eric Blake: Awesome. Yeah. I, Hamilton, of course, a financial advisor. Hamilton is my favorite of course. But Lion King I have to tell you, we saw. My wife and I were dating at the time, so I don't even when this is what, early nineties ish.
And I think I, we saw it like 15 times The Lion King when it was in theater. So I'm a huge Lion King fan.
Wendy McConnell: The original, yeah. I was obsessed with the Lion King. My sister was even gonna get me Lion King sheets, and I'm like, all right, let's not go, let's not go overboard.
Eric Blake: Oh, yeah. So I was definitely, when we had kids, that was, we watched Lion King all the time too.
So that was a, I got to revisit that.
Wendy McConnell: Good.
Eric Blake: Okay. So for today's topic, why are financial advisors, why is this financial services industry in a complete panic? Nothing to do with the stock market. Nothing to do with the economy. Nothing to do with politics. So there's a report that came out a few years ago from a company called McKinsey and Company, and you may have never even heard of that.
Very likely you haven't. But they do a lot of research, a lot of white papers and things along those lines for the financial services industry. And here's one that I think is very interesting, and it is here's the title, women as the Next Wave of Growth in US Wealth Management. So we heard a lot about this whole wealth transfer, generational wealth transfer, and one of the things that I found interesting here's some of the stats just to go along with this.
So it's expected by 2030 I. That women are gonna be in line to receive $34 trillion in wealth by 2030.
That's the first stat. Second stat. By 2030, women will control 67% of the stock market wealth in America.
Wendy McConnell: Now, can I ask you why is that?
Eric Blake: I'm glad you asked. That's a great question.
Wendy McConnell: What's happened to them?
Eric Blake: So here's what's happening. So you basically have, to hear that this gener generational wealth transfer, there's a couple, a few different aspects. First one is the baby boomer generation is getting older. So as that actually occurs, those assets, when those folks pass away, are gonna get then inherited by that next younger generation.
Whether that's, gen X or even some of the younger generations that's part of this. You've got this big wealth transfer due to inheritance. You also have the issue of women outliving men. So there's obviously the life expectancy factor that's at play here. So on average, and again, I see this vary depending on what stat you're looking at, but in general, somewhere between five to seven years is the average link that women outlive men.
Okay? So even in that baby boomer generation. If women outlive men, if the man passes that it may not pass down to the younger generation, but it stays within that same family, but goes to the woman,
Wendy McConnell: right?
Eric Blake: In which case, now the woman is responsible for those financial decisions. So again, that's a big factor that we have to be aware of as well.
And then factor three is obviously we know that women are starting more businesses women are the wage gap. I saw the article and it's probably now a couple years old, but it talked about the updated numbers on the gender wage gap. And it indicated that the actual overall wage gap hasn't actually changed in the last 20 years.
It's still about 82 cents on the dollar. But for the younger generations. It actually has improved. So now it's somewhere closer to about 91 cents on the dollar. So basically the female earns about 91% of their what their male counterpart would earn for the same work. So it is, there is progress being made, so that's a big part of it as well.
So you've got the the inheritance aspect. Baby boomers passing assets down to the next generation. You've got the life expectancy factor, which is obviously the women outlive the men, so they had at some point they're going to receive those assets. And then the third is the rising workforce, participation of women entrepreneurship.
More women again, more women starting businesses. So that's where the three key factors. Now there's some other things you could probably point to, but those are gonna be the three keys as to how this wealth transfer is going to occur. And if you even go farther than that, there's gonna be more and more wealth transferred down to younger generations.
But again, women are gonna be responsible for a lot of that. Okay. And so one of the reasons I wanted to talk about on this episode is because. The reaction from the wealth management world, my world, that I am in on a day-to-day basis, it's what are they doing to prepare? So you might think why are they having to prepare?
Why are they having to prepare to work with women? What's been going on for the last a hundred years? So here's an example. I, again, I want, I wanna get your feedback on this. So that's the first one. So I shared this actually in our International Women's Day. This was my little five to 10 minute education piece.
That's what I said. So women are the next wave of growth in US wealth management. The next thing I said is to attract. This is a quote coming from that McKinsey article to attract and retain female customers and capture some of the trillions up for grabs. Wealth management firms must diversify their offerings and commit to a more systematic approach.
So I'm gonna again ask, what have you been doing for the last. A hundred years. Why are you now saying that I've got to create a more systematic approach if I'm gonna be working with women? What have you been doing?
Wendy McConnell: I think women have largely been ignored. I think that a lot of times that, you know, when.
Couples meet with advisors that, historically they have talked to the male in the room and really ignored the woman. And then when the man passes and the woman gets control of it, they go elsewhere because they've been ignored for 20, 30, 40 years.
Eric Blake: Absolutely. And I think that's where, there, there's the keys I use this statistic a lot in my, whether it's a presentation, it's a conversation, whatever it might be.
And that is the stat that says that 70% of women will change financial advisors within 12 months of losing their husband, whether that is through divorce or being widowed. And it's exactly what you're talking about because, and I've got, unfortunately, I've got too many examples, personal examples of stories that I have heard.
Hopefully none that are out there about me. I don't think there are,
Wendy McConnell: there better not be.
Eric Blake: But it's just a recent client. This is this exact quote that she shared when we had our initial meeting was, when I, when we sat down with my husband and I, ex-husband now, we sat down with our financial advisor.
We've been with this financial advisor for several years. If I asked a question, I felt stupid, whether it was, if she felt like the husband was making her feel stupid, or the financial advisors respond. But then of course, the worst part is if I didn't ask a question, I felt stupid.
So it was a complete lose situation.
Yes. It didn't matter whether she asked or she didn't. She didn't feel, she didn't feel like she could ask, so she just didn't ask questions anymore. And then you get to the point of, okay, now their divorce is about final. She's out on her own and she basically got, she was living in a hotel for three months.
Oh. Because the husband kicked her outta the house basically and wouldn't let her get in. And she goes to the financial advisor and said, Hey I need to figure out, I gotta figure out what my financial situation is. I'm gonna need income. How much can I get? And he's how much do you need?
And she said, aren't you the financial advisor? Aren't you supposed to be guiding me, providing guidance and advice on what's going on here?
And he goes how about $2,000 a month? I. She said my my rent's $1,500 a month, so I don't think that's gonna work.
Wendy McConnell: Is he just pulling numbers outta the air?
Like
Eric Blake: Exactly. And same thing. And then getting into the social security conversations. I've done a bunch of episodes on social security and the strategy behind when to start sticking your own benefit or survivor benefits or ex spousal benefits in this particular case, potentially. And that it was the easy answer for him was start your social security.
Again. Like you said, there was no analysis, there was no assessment of her situation, her cashflow needs. It was, Hey, you need income. Start this. Not, Hey, you're only 68. You could let this grow for two more years and it's gonna increase by 16% between now and the time you turn 70.
That might be an idea to at least bounce around, don't you think?
Wendy McConnell: Let's consider that for a second,
Eric Blake: But no, we're just get it. Just start. Yeah, you're good. Go ahead and start your Social security benefits.
Wendy McConnell: Yeah.
Eric Blake: So it's that type of issue that has faced women for years and years. And again, the reality is that's why when I talk about financial advisors, the financial services industry, being in a panic is I.
Things are changing
Wendy McConnell: and yeah, the financial
Eric Blake: landscape is changing and it's going to be in the hands of women. So it's one of those situations where you think yeah, if I don't, if I haven't been doing it so far, yeah, I better think about diversifying my offerings and committing to a more systematic approach.
Whatever that means. I don't even know, I'm not even sure what create, committing to a more systematic approach. Means
Wendy McConnell: me either, but
Eric Blake: whatever it is, you should have been doing it a long time ago.
Wendy McConnell: Yeah. There's always been this long held belief that women don't understand money or, financials.
And it just reminds me of a time I was talking at one of my friend's family parties one time about football, big football fan, I'm a huge football fan, and there was a man there who literally looked at me, turned his back to me while rolling his eyes as if. What would you know about football?
Like it's just the same kind of thing. There's just this overshadowing belief that women don't understand money and don't understand football, so therefore we can't even take them seriously in this conversation.
Eric Blake: And the reality is that women just think differently about money.
And again, that's why I, we have, we, again, for our most part, our focus is working with women in that transition phase, 55 and older, preparing, trying to make that transition into and through retirement, in main cases, being on their own for whatever reason. Single by choice, widow divorce, because again, I've been doing this for, years and years.
I, we do have just a couple of single male clients. That we work with, but they just think different about money and it's not good or bad necessarily, but. Sometimes a lot of, for a lot of men, it's the money is the goal. It's just more and more money. But for women, and this is where I do have to make sure that I'm taking the level of patience.
I'm having exhibiting level of patience and making sure I'm asking questions and listening, and I, that's obviously key because for women it's what is this money going to do for me by my family? How can I get peace of mind? How is it, what's, that's the end result. The goal is if I want to do something for my family, can I do it?
Am I gonna be okay to do that? What's gonna help me sleep better at night? And so it's just, again, thinking differently about money. I. And to me, that's why women are such better clients because, we, as we sit here today, the market is going crazy. So we talk about, so there's other reasons why financial advisors are panicking today as we record this.
Wendy McConnell: Okay, good. I'm glad. So it
Eric Blake: is on our mind. That's to say that, but from the standpoint of long term, this is a blip. This, whatever is gonna happen it's gonna be temp. There has never been a permanent decline in the stock market. It's not permanent if it's a permanent decline. We got way more challenges than than what we're facing at the moment.
But it, it is a blip. And so five years from now, 10 years from now, 20 years from now, whatever happens today, as we're recording this on April 3rd, I'll go and throughout the date, it doesn't matter. It's not gonna make an impact to the end result of what you want. This what women want money to do for them.
Can I have the peace of mind that, back to the client I was talking about, her biggest thing is for many years she has not been able to go dance. It used to be something they did when they were younger, when they were first married, but it just hasn't been able to happen. She was a professional dancer.
Wendy McConnell: Oh wow.
Eric Blake: One of her biggest priorities as she's making this new life is, Hey, I want to go. I wanted the opportunity to go dance. I maybe I wanna start teaching dance again. But to be in a position where she can do that without worrying about. Do I have enough money? And that was one of the main things I took away from her initial conversation is she felt like, and she's got a decent amount of assets.
I'm not gonna get go into too much detail. But she's got more, she's got more income available to her than she would've ever expected. And she was even surprised when I said, okay, let's go through your income scenario. She was surprised by, are you sure? Is that right? Do you, do we, can I really do that?
Wendy McConnell: That's the best kind of surprise.
Eric Blake: Exactly. But but for her, up until that point, until we had that conversation, she felt like every dollar mattered. She was stressing about every dollar is making sure I gotta be able to pay my rent. I've gotta be able to do all the basic things. I gotta have put food on the table.
I gotta pay my utilities. And then to say, Hey based on doing our assessment of your actual situation. Whether you, we keep social security going or maybe we use some of these strategies that we've talked about on past episodes, maybe we suspend or withdraw your application, if that makes sense.
We'll look at it, but the bottom line is you're gonna have enough income to do the things that you want to do and be able to sleep better at night. And that was our biggest thing. It did, whether we got, X rate of return on our portfolio over the next five years. She didn't ask that. She didn't say what kind of rate of return should I expect?
That wasn't her question.
Wendy McConnell: Is that what men ask?
Eric Blake: If they Yes, I've heard that question multiple times.
Wendy McConnell: Okay. And women don't even
Eric Blake: that's not even, yeah, exactly. It's not even something that crosses their mind all right. It's, Hey, do I, can I retire? Will I be able to? Okay. Or in a lot of our clients, and I pointed this out before on multiple occasions.
For the client. A lot of the clients we work with who have experienced the loss of a husband, again, whether because of being widowed, becoming divorced, there's a different question that's even on their mind than the typical couple or typical individual. It's not do I have enough to retire? A lot of times their question is, what do I have?
Because they don't know right, either because they're now newly on their own and having to make these decisions by themselves. Or another client that joined our joined us, probably a year and a half or so ago, husband passed away had he not had the, at least the foresight to have life insurance, efficient life insurance.
I. Her, her entire financial situation would be different.
Wendy McConnell: Yeah. But that
Eric Blake: conversation of, Hey I, he had this, but what does it do for how much can I live on based on this, based on my situation? So it wasn't, do I have enough? It's how much do I have? And that's again, a completely different conversation for a lot of our clients where they just wanted the piece of, am I gonna be okay?
Wendy McConnell: Yeah. That's what we need to know the most. That's because again, it's a peace of mind thing.
Eric Blake: Yes. But I think there is also, there is the obligation for many women to make sure that you are taking steps to be educated, to find resources that are available. 'cause there's another stat that, again, I use quite a bit, which says that 80 to 90% of women.
Are gonna be responsible for their own financial situation at some point in their lives. It could be early on when they're younger because they're single and they have not gotten married yet, or because of some of the factors we've just talked about around life expectancy or some of these other issues that it's on the backend, that it's they're in their seventies, they're in their eighties, they're in their nineties.
Husband is no longer there for whatever reason, it might be divorced or widowed. And now again, they're going to be responsible for their own financial situation. And that's my story again. And that's one of the things, reasons I wanted to share this on episode 50 was, 'cause this is why I get the question a lot about why do you choose to focus on working with women?
Because that's my story. My mom dealt with it, she's now what, 70 B, 73 this year, or 74? I'm sorry, 74 this year. She spent a lot of her time. I was raised by her when she, it was just her and I, again, I've told her, I've shared this on, in our different events to her personally, I can never understand the sacrifices she made to give me the life that I had, but she's now one of those people that we talk about a lot is she's making this transition into retirement on her own, trying to make some critical decisions.
Same thing with my grandmother. So she was widowed at 62. She's been widow, she never remarried. She's been a widow for 28 years. She turns 90 in exactly 19 days from today.
Wendy McConnell: Wow. So she'll be
Eric Blake: 90 years old. She spent a, the last third of that, or actually probably more than a third. I'm not gonna do the math 'cause I don't have time, but I.
But in general, she's spent about a third of her life on her own having to make these, again, these critical decisions without that other person to bounce ideas off of, to talk through things with. And that's where you've gotta make sure you know what resources are out there. And that's been, again, one of my key objectives with this podcast is just bringing resources to the table, helping women know where these resources are, who to reach out to, because a lot of these issues, you get overwhelmed if you don't know where to go because I.
When you talk about caregiving, for example, women are they will take on that role as caregiver and they will take it a hundred percent. They will go all in on providing for whoever that is, whether it's a child, whether it's a parent, go all in. And there's the same mortality, these mortality statistics that are out there about the caregiver passing away before the cared.
Four does because of the stress, because of the anxiety. Everything that goes into doing that. So how can we bring resources to the table for caregivers, whether that's helping with financial decisions on social security or caregiver coaching, or caregiver resources or patient advocates of people that can help step in and fill that role to some extent.
So that's been one of the biggest things, and I. I, I probably don't have time to go through all, some of the things I would love to share on this, but just touching on a few of the past episodes that we've touched that we've done. I think a great one was Nancy Griffin back on episode 43, where she talked about glowing older.
I think that's an amazing time. I love that time. Yes. And it's basically saying that last third of life should not be a zero. Embrace aging, live the life to the fullest. But it takes work to do that. And you have to put something into it. It can't just be I've retired now. That's it.
I'm gonna sit on the couch and watch TV for the rest for the next 30 years. That's not now you
Wendy McConnell: play pickleball.
Eric Blake: Pickleball. There you go. But that's a great, I love that one. Let's see Linda Lingo a retirement coach. I'm a financial advisor, financial planner. I love what I do. But I might not be the right fit for everybody.
Some people may want more of just a straight coaching relationship where they don't want, we, we primarily manage the investments for our clients. Not everybody needs that or wants that. So somebody like Linda, who's a financial retirement coach for women, can step in and give you coaching on what decisions you can make that she's a huge resource.
Or Elizabeth Sherman, that was that. So Linda was episode 31. If you wanna go back and take a listen to that one. Elizabeth Sherman, episode 30. Prioritizing health. That is such a huge factor of what are you gonna do to take care of your health? Because again, we don't want those last 30 years to be, or you're sick or you're, you've got injuries and there's things you just can't get up and do things that you wanna do.
So that one's huge. Also Carol Moroch. I love that one too. So she wrote the book solo and Smart. That was episode 26, navigating the Solo Aging Journey.
Wendy McConnell: I have that book. I went and purchased it. Awesome. I have not really gone through it yet, but I have started it.
Eric Blake: Hey, that's all right.
She's gonna be thrilled to know that that you really picked up the book based on that. But she was at, we actually gave away, and I can't remember if I shared this or not, we gave away a hundred of her books as part of our International Women's Day event.
Wendy McConnell: Oh, amazing. So
Eric Blake: he, that was the book we gave away this year.
And the cool thing about her book is that it's not just for solo ages. Again, 'cause her framework of thinking about your life in these different pieces can be used by anybody. But again, if we go back to that 80 to 90% of women being solely responsible for their financial situation, at some point you gotta know, at some point you're going to be a quote unquote solor.
So just being prepared is huge. Bar Provost to Maggie Nielsen. That was episode 17, purse Strings. They're the founders of purse strings. That episode was financially fearless women, and that's another organization I've been around I've been part of for a few years. I. Where that's their entire mission is financial education.
Empowering women, whether again, providing, doing some of the legwork of helping you find financial advisors, other financial professionals who focus on women, because that is one of the things that, again, if we're talking about action items, if you really want somebody that focuses on women and whether you're married or not.
It comes down to do, what question should I ask? What should, what information can I get to help make an educated decision on whether I feel like this is the right person, that I'm not gonna be ignored. That when we're sitting there with that financial advisor and me and my husband, if it's a, if it's a couple that he, that financial, he or she, that financial advisor is going to speak to me, it's gonna address my questions.
'cause it's amazing to me that we're sitting here in 2025 and that is still a problem.
Wendy McConnell: Yeah. Yeah. And
Eric Blake: that's why I feel like, again, thinking about why your financial advisors panicking right now. Is because they know they haven't done the work up to this point.
Wendy McConnell: Yeah, they've done the wrong thing, Eric.
Eric Blake: That's right. Couple other quick things and then we'll probably wrap up pretty quickly here. But the other one, Ellen Rogan, that was one of my favorite books. How To Think Your Way to Prosperity. She wrote the she wrote her book a couple of years ago, messages from Money. That's the book we gave away last year at our event, our International Women's Day event.
That one, I love that one just because again, it thinks it gets you thinking about how do I talk to money? What's my relationship with money? 'cause that whether you're a woman or a man, it really comes down to what are your emotional biases? Where do they come from? And acknowledging what those biases may be, what those fears may be when it comes to money.
Because it can't be just, okay, I'm just gonna stick my head in the sand and hope for the, everything works out for the best 'cause that's not gonna work. But you gotta acknowledge what are my feelings and what are my emotions when it comes to money, and how can I address those directly?
How can I make better
Wendy McConnell: when it comes to finances, there's a lot of psychology involved, right?
Eric Blake: There's a huge amount of ology. Yes. Yes. And it's one of those things Brendan Frazier, who's one of the guys I really look up to, and I follow a lot of his stuff, but he talks about the emotional side of money and being able to, you gotta cope with that again.
'cause it's, anytime I always talk about this, you, if you're making emotional decisions when it comes to your finances, it's almost always gonna be the wrong decision. If you're making decisions out of fear. It's almost always gonna be the wrong decision. So how do I get past that level of fear to make an educated decision?
Doesn't mean you might make, not make some adjustments, but again, understanding why you're doing it and having something behind it. Having a reason behind it.
Wendy McConnell: Got it.
Eric Blake: Or they could be huge. Let's see. A couple other quick things. So there's a new book that is, I came across breaking Money Silence by Kathleen King burn, Kathleen Burns Kingsbury.
That's another one I wanted to throw in here. Haven't had her on the podcast. I've seen a couple of podcasts she's been on, I've just picked up the book myself. But it again, that same thing of when you're talking about whether it's a couple being open to talking about money because you get into this situation where he likes to do that thing.
I'm just gonna let him do it. I'm not gonna bring it up. I'm not gonna express my concerns or my worries or my fears. But being able to break the money, silence, being able to have those conversations, whether it's, again, a couple, or again, even just yourself talking to yourself. There's nothing wrong when it comes to money.
There's nothing wrong with talking to yourself. Okay? And, but also talking to parent, talking to your older parents. So we talk a lot about, if you're, for our ideal client, we'll call it somebody who's kinda in that 55 to 65-year-old range. A lot of times their parents are gonna be in their 85, 85, 90, somewhere in that range.
And they're gonna be needing care. They're gonna have to be making these end of life decisions. So how can you have those conversations with them effectively? Now, you're not gonna work out perfectly every time, but you gotta be willing to have those conversations and be able to be open about what some of the fears are, what some of the challenges are.
So that, that's really the resources. Some things I wanted to share going back as this being our 50 50th episode review some of the past guests that we've had that can help women make educated decisions. Because it's coming. Yeah. You're going to be responsible. And I think it's it's interesting to see how our how our industry is responding to this.
That it's it's this big push that you need to change your process and change, update your systems. And like again, what have you been doing for the last hundred years that's telling me you name, you now need to to change what you're doing, change the way you're doing things. That's an issue. I'm like, you might be a little bit too late at this point.
Wendy McConnell: Yeah. Might be.
Eric Blake: Anything else you think I missed or any other questions or thoughts you have about this this topic?
Wendy McConnell: No I think you covered everything. You have to get that the woman you just mentioned about the book, you have to get her on let's get on this as booking her as a guest.
Eric Blake: I'll get to work on it.
I know Brendan. So I will I'll probably reach out to him very soon and ask for an introduction and see if we can make that happen. Oh
Wendy McConnell: yeah. He will be ha more than happy to do that, I'm sure. And once again, congratulations to you. I'm looking forward to the next 50.
Eric Blake: Thank you.
And being weekly podcast episodes now. We'll we'll get there a little bit quicker,
Wendy McConnell: ramping them up.
Eric Blake: Thank you so much for tuning into this episode of the Simply Retirement Podcast. If you enjoyed today's conversation, be sure to subscribe, share it with family and friends. For more resources and episodes, please visit us at www.thesimplyretirementpodcast.com.
Until next time, please remember, retirement is not the end of the road. It is the start of a new journey.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.