Hi Reader,

Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties.

In this episode of The Simply Retirement Podcast, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs. I also share practical tips on building a financial safety net and touch on the importance of tax planning through retirement stages.

On this week's episode we discuss:

• The considerations involved in deciding between a will and a living trust, emphasizing the importance of privacy
• How divorce can affect Social Security benefits, and whether it's possible to receive higher benefits based on a former spouse's record
• The Social Security Fairness Act and how it impacts individuals, specifically teachers, receiving both a pension and Social Security
• Strategies to preserve your retirement
• The conditions under which children can receive Social Security retirement benefits, a topic that is not frequently discussed
• And more!

Click the image to listen to this week's episode on the website - or on your favorite podcast app.

You Can Also Tune In On:

Episode Resources

• ​Episode 53 Transcript​
• ​Join the Simply Retirement Newsletter
• ​Ask a Question or Suggest a Topic for the Podcast​
• ​Join The Simply Retirement Podcast Facebook Group​
• ​#22 - How to Secure Your Legacy​
• ​Women's Retirement Success Webinar Series​
• ​Savvy Social Security Planning for Women​

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®

​

Thanks for subscribing! 📬
Not getting what you need? Unsubscribe​

​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.

​

Blake Wealth Management​
201 W Virginia Street, Suite 102
McKinney, TX 75069
972-426-7237
www.blakewealthmanagement.com
​Unsubscribe · Preferences​