We recently spent a few days with my grandmother in Amarillo, Texas, where I was born and where most of my extended family lives. My grandmother turned 90 years old a couple of months ago. She is experiencing a number of health issues, as you might expect at her age, but I truly treasure the time spent with her. Most of our time is spent watching her favorite shows (a Yellowstone marathon if we can find it) or a movie she likes, but we always end up sharing memories of my grandfather and our days and summers spent at the lake. And of course, FaceTime with my grandbaby now.. her great-great granddaughter 😀. Five generations of amazing women still in my life. I feel truly blessed.

"None of us are perfect around money, so the goal isn’t to be perfect. It’s to be insightful and do the best you can and to learn from your mistakes."

KATHLEEN BURNS KINGSBURY

Money can feel like the last taboo, especially when it comes to retirement.

But what if opening up could completely transform your future?

In this episode, I sit down with Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and author of Breaking Money Silence®, to explore how our early beliefs about money affect our entire financial life. We unpack the emotional side of retirement planning and how having the right conversations, even the uncomfortable ones, can lead to more confident and joyful retirements.

On this week's episode we discuss:

• Kathleen’s journey from finance to counseling psychology and founding KBK Wealth Connection
• How unconscious beliefs form our money mindset from childhood
• Why many women feel excluded from financial decisions and how to reclaim their voice
• The emotional side of retirement and how it differs dramatically from previous generations
• Conversation starters and mindset shifts for clients and advisors to address financial silence
• And more!

Did you miss it? You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app. LISTEN ON THE WEBSITE ​​​

• ​Discover the questions you need to answer to get ready for your next money conversation!​
• Book: Breaking Money Silence® by Kathleen Burns Kingsbury​
• LinkedIn: Kathleen Burns Kingsbury​
• Website: KBK Wealth Connection​
• Kathleen's Podcast: Unleash Your True Value Podcast​
• Email: kbk@kbkwealthconnection.com​
• ​Subscribe to the Simply Retirement Newsletter​
• ​Submit a Question for Eric​
• ​Join the Facebook Group​

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.

​
201 W Virginia Street, Suite 102
McKinney, TX 75069
972-426-7237
​
​Unsubscribe · Preferences​