Helping Women Make Better Retirement Decisions After Life Changes


Hi Reader,

Retirement decisions often happen during life's most emotional moments.

When you're grieving, retiring, or suddenly making financial choices on your own, how do you know you're asking the right questions or talking to the right people?


"I'm not expecting people to know all the answers. I'm just hoping they know which questions to ask, and ask the right people."

ERIC BLAKE

Helping Women Make Better Retirement Decisions After Life Changes

In this episode, I share a story from a recent anniversary trip that reminded me why retirement planning is about much more than investments.

Through conversations with women facing divorce, widowhood, and retirement, I explain how decisions around Social Security, beneficiary designations, retirement accounts, taxes, and financial guidance are often connected in ways people don't realize. We also talk about why every financial advisor approaches retirement differently, why asking the right questions matters, and how finding guidance that fits your situation can influence retirement for years to come.

Key Takeaways:

  • Why retirement decisions made after losing a spouse deserve thoughtful guidance before taking action
  • How Social Security timing can affect lifetime retirement income and future financial flexibility
  • Why beneficiary designations and retirement accounts often create unexpected challenges for widows
  • How communication between financial and tax professionals can improve retirement decisions
  • Questions women should ask before choosing retirement guidance during major life transitions
  • And more!

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

โ€‹CLICK TO TUNE IN ๐Ÿ‘‡


The Simply Retirement Toolbox

๐Ÿ‘‰ โ€‹โ€‹What Issues Should I Consider If My Spouse Passed Away?โ€‹

This checklist covers 29 of the most important planning issues to identify and consider for an individual whose spouse has recently passed away. Itโ€™s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. ๐Ÿ˜ƒ

Keeping Retirement Simple,

Eric Blake, CFPยฎ

Retirement Is More Than Just a Math Problem.

Learn how our 3-step process can help you successfully navigate this decades-long transitionโ€”without overpaying the IRS!

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โ€‹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.

The Simply Retirement Newsletter

Straightforward retirement education for women delivered to your inbox weekly. Whether you are divorced, widowed, or simply ready to take control of your financial future, we want to empower you to live your retirement on your terms.

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