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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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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 😉) are paying off.
What I am not quite as proud of is that it is about all I have the energy for 😆
By the time she goes to bed around 7 PM, I am usually not far behind.
The energy of a two-year-old is incredible. But what stands out even more is how quickly they change. The things she says, the things she does, it feels like every visit brings a new version of her, just with that same sweet voice we love.
In a couple of days, we will be taking her back home. That part never gets easier. But it does make you appreciate every moment we get together.
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“
I only knew the next step and nothing beyond that, and had to trust that the road would present itself.
CLAUDIA PORTER
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Finding Strength Through Uncertainty and Rebuilding After Divorce
Facing major life changes can feel overwhelming, especially when the future is unclear and the stakes are high.
How do you move forward when fear, finances, and identity are all shifting at once?
In this episode, I chat with Claudia Porter, CFP®, CDFA®, Wealth Advisor at RFG Advisory, about navigating divorce, financial uncertainty, and rebuilding life with purpose. She shares her personal journey from feeling financially powerless to taking control, the mindset shifts that helped her move forward, and how small steps can create momentum.
Claudia also explores the importance of support systems, journaling for clarity, and empowering women to take an active role in their financial lives.
Key Takeaways:
- How financial control in relationships can limit independence and decision-making during major life transitions
- Why taking one step at a time can help reduce overwhelm and build confidence in uncertain situations
- The role of journaling in creating clarity, distance, and better decision-making during emotional periods
- How building a trusted support team can provide guidance, perspective, and accountability when it matters most
- Why participating in financial conversations early can help avoid stress and uncertainty later in life
- 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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📄 Read
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👩👩👧👦 Connect & Participate
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I recently joined Mardi Winder on Spotlight on the Divorce Expert to discuss tax mistakes to avoid during and after a divorce.
We discuss how divorce impacts your taxes, why timing matters more than you think, and the costly mistakes many women over 55 make when dividing assets. If you want clarity and confidence in your financial decisions during divorce, this episode is essential.
Learn:
- How your tax filing status changes after divorce
- Why timing your divorce can impact your tax liability
- The difference between IRA and 401k in divorce settlements
- Capital gains tax and the marital home mistake
- Lump sum vs spousal support tax considerations
- The “widow’s penalty” and how it applies to divorce
- Why proactive tax planning is critical before year end
- Common financial mistakes women make during divorce
Click below to check it out 👇
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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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Retirement Is More Than Just a Math Problem.
Learn how our 3-step process can help you successfully navigate this decades-long transition—without overpaying the IRS!
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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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