💥EVENT ALERT💥

Life is full of transitions—retirement, career shifts, and even unexpected changes. While we can’t always predict what’s ahead, smart planning today can make tomorrow’s challenges easier to manage. That’s why I’m excited to join Purse Strings’ Money Talk series on Thursday, October 9th at 11:00 AM CT. This free, 30-minute event will focus on retirement planning, tax strategies, and protecting the wealth you’ve worked so hard to build. You can learn more about Purse Strings and their mission to provide financial resources for women at www.pursestrings.co.

The Purse Strings’ founders, Dr. Barbara Provost and Maggie Nielsen, were my guests on episode 17 of The Simply Retirement Podcast. Tune in here: #17 - Financially Fearless Women with Barb Provost and Maggie Nielsen.

I’d love for you to join me and the Purse Strings community for this upcoming Money Talk—it’s a great chance to gain practical insights and take action on your own financial future.

Click the image below to learn more and register for this educational event! 👇

Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy

💬 From Episode 72:

Exiting a business is more than just a financial transaction. It’s a life transition that can affect family, legacy, and the future you envision.

In this episode, I sit down with Renita Wolf, MBA, founder and CEO of Poe Wolf Partners, to discuss how business owners can thoughtfully plan for a smooth and meaningful exit. We explore the importance of preparation, both financial and emotional, and what truly defines a successful transition.

Renita and I discuss:

• Why over 80% of businesses never sell, and how to avoid being in that group
• How emotions and identity play a big role in preparing for life after selling a business
• The importance of early planning and cleaning up financials before going to market
• How family members can influence and support exit readiness
• Why a successful exit is about freedom, legacy, and choices, not just the sale price
• 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

• 👉 Get Your Complimentary Retirement & Tax Analysis​
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• 📄Read
  • ​Episode 71 Transcript​
• 👩‍👩‍👧‍👦 Connect & Participate
  • ​Join the Simply Retirement Community Facebook Group​
  • ​Ask a Question or Suggest a Topic for the Podcast​
  • ​Subscribe to the Simply Retirement Newsletter(if this email was forwarded to you)

💥Did You Miss It? 💥

Divorce and Retirement: What You Need to Know​
​Virtual Q&A with Jill Lowe & Eric Blake​

Are you navigating—or considering—divorce later in life? Wondering how it might impact your retirement, Social Security, or financial stability?

➡️ Catch the Replay Here​

This Week's Free Retirement Resource

👉 ​What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?​​

​​Planning for the sale, disposition, or succession of one’s business is a challenging process. This topic is on many business owners’ minds, yet many struggle to take action and start planning.

With this guide, you will have a better idea of where to start and what questions to ask when addressing their exit strategy.

This checklist covers the key issues to consider when you must make a decision regarding the sale, disposition, or succession of your business, such as:

• Identifying an optimal successor to take over the business.
• Considering ways to improve the business appraisal and valuation process.
• Developing an optimal buy-sell agreement that is fair to all parties involved.
• Understanding the impact one’s business has on their tax and estate planning goals.

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

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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.