Hi Reader, Divorce can feel overwhelming, especially when emotions and financial uncertainty collide. How do you make clear decisions when everything feels uncertain? And how can the right guidance help you avoid costly mistakes along the way? “ The more emotional you get about it, the harder it is to resolve these things, and the more money you spend getting to an end result. CAROLYN DALY Making Better Divorce Decisions to Protect Your Financial Future In this episode, I sit down with...
7 days ago • 2 min read
Hello Reader, Most people think tax season ends when the return is filed. But what if that is actually where the real opportunity begins? What if your tax return could help guide smarter decisions this year instead of sitting untouched until next April? “ A tax return is not just something you file away, it should be a tool to help you make better decisions. ERIC BLAKE How to Turn Your Tax Return into a Planning Tool In this episode, I explain how your tax return can become a valuable...
14 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. We have had our granddaughter with us once again this past week, and it has been such a special time. I have realized that the goal of staying physically active as you get older, so you can keep up with your grandchildren, is definitely a priority. And I am happy to say the regular trips to the gym (and the pickleball court...
21 days ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. This week, our family is celebrating something pretty special. My grandmother, Mema, turned 91. Ninety-one years of life, experience, resilience, and love. When you really stop and think about that, it’s incredible. We traveled to Amarillo to spend time with her. It is something we started several years ago because you just...
28 days ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. After more than 25 years in this profession, I’ve had the privilege of helping people navigate some of life’s most important moments. Retirement. Loss. Divorce. And the times when someone simply needs guidance and someone they can trust. And this week, as we release the 100th episode of The Simply Retirement Podcast, I’ve...
about 1 month ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. My wife and I recently started watching the series The Madison. In the first episode, a wife, played by Michelle Pfeiffer, is suddenly faced with the unexpected loss of her husband of almost 40 years. What follows is raw and very real… shock, grief, regret, tension. Quite honestly, it was difficult to watch. Not because of...
about 1 month ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Last week, we recorded the 100th episode of The Simply Retirement Podcast… and for the first time, it wasn’t just a conversation about retirement planning. It was a conversation about family. My wife, Dawn, joined me — who has been part of the business for over 5 years — and in just a couple of months, we’ll be celebrating 30...
about 2 months ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Last week, our granddaughter spent a few days with us. At one point, she looked up at me and said, “Pa Pa sit?” Two simple words, but a powerful reminder. What she meant was clear. Stop what you are doing. Sit down. Be with me. I truly love what I do. Helping people make important decisions about their future is meaningful...
about 2 months ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Our Next Webinar is Just Around the Corner! Many women approaching retirement find themselves asking an important question: “Am I making the right decisions about Social Security?” The rules surrounding benefits can be complicated, and the decisions you make in your 60s can have a meaningful impact on how much income you...
2 months ago • 3 min read