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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.
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This week, I share 7 Questions You Should Ask Before Hiring a Financial Advisor. They’re critically important questions, but may be ones you’ve already considered in some form. Questions about process, communication, coordination, and how your retirement income and tax strategy will actually come together.
But if I had to add one more question to ask a financial advisor that you may not have thought about, it might be this,
“How will you help make my life better — not just manage my money?”
I recently had a conversation with a client who is navigating a job transition. She’s exploring what’s next, but not simply looking to replace a paycheck. She wants something different from what she was doing before — something energizing, something meaningful, something she can truly enjoy as she prepares for retirement.
Our discussion moved well beyond investments and projections. It focused on purpose and direction. Through our professional network (and a former podcast guest 😀), I was able to connect her with a professional who specializes in helping high-achieving women evaluate new opportunities, refine their résumé and LinkedIn presence, strengthen interview skills, and position themselves to stand out in a competitive market — not just land a job, but secure one they’re proud of.
Not every advisor sees that as part of the role. I believe it is. Because retirement planning isn’t just about optimizing assets — it’s about helping you build a life you’re genuinely excited to live.
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You're not just choosing a person, you're choosing a process, a relationship, and a way the decisions are going to be made.
ERIC BLAKE
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7 Questions Every Woman Should Ask Before Hiring a Financial Advisor
Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement, especially if you’re navigating it on your own.
Yet many women don’t realize how much clarity and confidence can come from simply asking the right questions before committing to a long-term relationship.
In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor. We discuss why so many women change advisors after losing a spouse, how to evaluate an advisor’s process, and what to listen for when recommendations are presented. I also explain why retirement income planning, Social Security strategy, and tax coordination require a different level of focus than simply saving for retirement, and how to think about value beyond just the fee.
Key Takeaways:
- Why the commonly cited statistic about women changing advisors highlights the need for better conversations
- The importance of understanding an advisor’s process before agreeing to work together
- How to evaluate whether recommendations truly align with your goals, values, and concerns
- Why retirement income planning, Social Security, and tax strategy require specialized focus
- How to assess value beyond fees, including adaptability, communication, and long-term partnership
- 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
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Did You Miss It? Catch the Replay!
Big changes to Social Security and Medicare happen each year—and 2026 is no exception. In this webinar, we walk through what’s new with Social Security in 2026, including COLA updates, taxes on benefits, Medicare premiums, and key claiming considerations.
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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®
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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.
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