|
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 years of marriage.
My daughter, Kaitlyn, and my son, Eric, who have both recently joined the firm, were part of the conversation as well. Seeing them step into this work, each in their own way, has been something I’m incredibly proud of.
This episode wasn’t about strategies or numbers.
It was about why this work matters.
It was about the people behind it.
And it was about what this has grown into — something much bigger than I ever expected.
There were a few laughs, a few moments that made me pause, and a lot of reflection on how far this journey has come.
More than anything, it was a reminder of how fortunate I am — to do the work I love, with the people I love.
Episode 100 is still a couple of weeks away, but the experience of recording it with my family was truly memorable.
|
|
|
“
You have to wake up and decide, I deserve better.
JILL BECK
|
|
|
Clearing the Mental Clutter During Big Life Changes
When life feels noisy, the real issue is not always a lack of time; it is often a lack of clarity.
Are you in the Dallas area?
Join us for lunch!
April 7th, 2026, at 11:30 - 1:00
|
|
|
The biggest decisions in life rarely get solved by doing more. They get solved by cutting through the clutter, focusing on what matters most, and taking one small step at a time.
In this episode, I talk with Jill Beck, founder of Go Long, about why so many women stay stuck during major life transitions and how accountability, clarity, and small actions can help them move forward. Jill shares her own path out of high-pressure corporate life, why women often put themselves last, and how her text-based coaching helps make hard changes feel more manageable.
Key Takeaways:
- How Jill’s health journey and corporate experience led her to help women through major transitions
- Why fear, perfection, and helping others can keep women from facing the changes they need to make
- How text-based accountability can make hard decisions feel more manageable
- The value of narrowing your focus, understanding your why, and being willing to get uncomfortable
- Why breaking a big task into smaller steps can reduce overwhelm and create momentum
- 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 👇
|
|
|
Related Links & Resources
|
|
|
Did You Miss it?
Savvy Social Security Planning for Women
During this workshop, we walked through some of the key rules and strategies that can help you better understand your options and avoid common claiming mistakes.
Join us to learn how Social Security decisions can affect your retirement income—and how to approach those decisions with greater confidence.
Watch the Replay 👇
|
|
|
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.
|
|
|
