The Simply Retirement Podcast

In this episode, I walk through my year-end tax planning checklist to help you understand the key areas that can impact your retirement, your taxes, and your long-term goals.

In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research-backed ways to feel more joy and purpose in your retirement spending.

Amy June, an estate planning attorney focused on helping clients navigate life events, joins me to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.

In this episode of The Simply Retirement Podcast, Eric dives into the intricacies of Social Security survivor benefits and how they impact retirement planning.

In this episode, Eric Blake, along with guest Chris Bentley, Founder and CEO of Wings for Widows, dive into the importance of financial preparedness and support for widows and widowers navigating the complexities of financial decisions post-loss.

Join host Eric Blake as he engages with Linda Lingo, a CPA and seasoned financial life coach, who brings over 30 years of expertise in empowering women through financial education and personalized retirement planning.

Tune into this episode of The Simply Retirement Podcast with host Eric Blake and Wealth Manager Lyndsey Monahan as they discuss key considerations in hiring a financial advisor who has the skills and experience to provide effective advice based on your unique financial journey.

Eric Blake welcomes back Kim Lee, a former personal trainer, retiree, and now 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.