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 found myself reflecting on that journey.

Not just on the work itself, but on what it’s become.

Because when I started, this was simply a career. A path I was committed to, but one I could not have fully imagined all these years later.

What it’s grown into is something much more meaningful.

A mission shaped by the people I’ve had the opportunity to serve. A responsibility to help others feel confident in moments that often feel uncertain.

And now, something I never expected, the chance to share that work alongside my family.

That part is not something you plan for. It’s something you grow into over time.

And it’s something I’m incredibly grateful for.

Because at the end of the day, this work has never just been about financial planning.

It’s about people. It’s about relationships. And it’s about being there when it matters most.

100 Episodes, One Mission

One hundred episodes in. More than a milestone, this is a window into the heart behind the work.

In this episode, I reflect on what it means to reach Episode 100 of the Simply Retirement Podcast, alongside the people who know me best, my family, Dawn Blake, Kaitlyn Blake-Lolliot, and Eric L. Blake.

We talk about why helping women feel confident around money matters so deeply, how communication and compassion shape our work, and what it means to build a business rooted in trust.

This conversation also pulls back the curtain on the personal side of Blake Wealth Management, from client relationships to family legacy. More than anything, this episode highlights the values that have carried us this far and the purpose that continues to guide what comes next.

Key Takeaways:

• Why making financial conversations easier to understand helps women feel more confident asking questions and making decisions
• How respect, communication, and legacy shape the way Blake Wealth Management serves clients
• What it means to support clients through life changes like widowhood, divorce, health issues, and other difficult transitions
• How Dawn, Kaitlyn, and Eric L. each bring a different perspective to the family business and client experience
• Why Episode 100 is both a celebration of the journey so far and a reflection on the future of a multi-generational firm
• And more!

You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.

​CLICK TO TUNE IN 👇

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Related Links & Resources

• 👉 Work with us!​
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• 📄 Read
  • ​Episode 100 Transcript​
• 👩‍👩‍👧‍👦 Connect & Participate
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  • ​Subscribe to the Simply Retirement Newsletter (if this email was forwarded to you)

Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

​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.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.