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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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What’s the one thing your family still gets way too much pleasure out of teasing you about?
This year marks the 50th anniversary of Rocky, and it just so happened that a full Rocky marathon was on this past weekend. In our house, that movie has been a long-running joke—specifically with my wife and kids. Anytime Rocky was on over the years, especially around Thanksgiving, it was pretty much non-negotiable that we were watching it.
I didn’t exactly help my case. As a kid, I leaned all the way in and even had a Rocky-themed birthday party, which has given my family plenty of material ever since. 🥊
To this day, if Rocky comes on, I get the look—the one that says, “Here we go again.”
So now I’ll turn it back to you—what’s the one story or habit your family still loves to bring up, no matter how much time has passed? Or what's a fun "guilty" pleasure you still enjoy today from many years ago?
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💬 From Episode 88
“There is no shame or judgment in not knowing a different language. When we reframe money as learning a language, it becomes okay to not know and to start where you are.”
TONY STEUER
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Finding Your Financial Footing After Life's Biggest Transitions with Tony Steuer
Major life transitions can leave you feeling lost and uncertain about your financial future.
How do you move forward when everything feels overwhelming? What questions should you even be asking when you're navigating divorce, widowhood, or any significant financial change?
In this episode, I sit down with Tony Steuer, Author and Host of The Get Ready Podcast. Tony shares his perspective on why so many people freeze when facing financial decisions and how reframing your relationship with money, treating it like learning a new language, can transform confusion into confidence. We discuss practical steps for getting organized, recognizing red flags in advice you receive, and giving yourself permission to ask for help without shame.
Tune in to learn:
- Why acknowledging overwhelm is the essential first step before making any financial decisions
- The concept of financial fluency and how treating money like a new language removes shame from the learning process
- Red flags that signal potentially harmful financial advice, including time pressure and isolation tactics
- Simple organizational steps to inventory your financial life and understand what you actually have
- How working with fee-based insurance consultants can provide unbiased reviews of existing policies
- And more!
You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.
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Related Links & Resources
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The Retirement Toolbox
👉 What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
Life insurance is a complex topic, and it often leaves many clients confused about what they should do with their existing policy.
With this checklist, you will be better prepared to understand your life insurance policy and determine whether it is still appropriate for your financial situation.
This checklist covers the key issues to consider when reviewing an existing life insurance policy, such as:
- Understanding their policy’s in-force illustration, contract, riders, and other important information.
- Exploring the different options for, as well as the pros and cons of, replacing, surrendering, or selling their policy.
- Reviewing your policy’s cash value accumulation and death benefit, and any potential tax consequences that may arise.
- Seeing how your policy fits in with any health and/or estate issues that may be present.
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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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