Planning Beyond Documents: Building Support as a Solo Senior


This week, I wish a very special happy birthday to my wife, Dawn. My partner in life, in business, and the one who truly makes our house a home.

I could have never imagined that after almost 30 years of marriage, you would make me as happy today as I was the day we married. I could not imagine not having you by my side.

An amazing mother, a very special grandma (Dawn-naw), and an even better wife.

HAPPY BIRTHDAY!! 🎂🎁🎈

I love you!


Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair

💬 From Episode 70:

“Planning plus people equals peace of mind. It’s not enough to just have the documents—you need the right people in place who are prepared and willing to step in when the time comes." - Kathy McNair

Too often, retirement planning focuses only on documents, but what happens when you don’t have the right people to rely on?

In this episode, I sit down with elder law attorney and founder of Solo Allies, Kathy McNair, to talk about the unique needs of solo seniors and why legal paperwork alone isn’t enough. We explore how to choose the right people for critical roles, when to consider professional support, and how to build a community for peace of mind in retirement.

Here’s what we cover:

  • The difference between an estate planning attorney and an elder law attorney
  • What it really means to be a solo senior and why planning matters
  • Why “Planning + People = Peace of Mind” is a critical formula for aging well
  • How to choose and prepare a power of attorney, and what happens when you don’t
  • Resources, tools, and community programs like Solo Allies and the Aging Allies Club
  • And more!

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


Related Links & Resources


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Divorce and Retirement: What You Need to Know
Live Virtual Q&A with Jill Lowe & Eric Blake
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Are you navigating—or considering—divorce later in life? Wondering how it might impact your retirement, Social Security, or financial stability?

We’re inviting you to a special live Q&A event where collaborative divorce attorney Jill Lowe and retirement planner Eric Blake will answer your most important questions.

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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