💥Next Week!💥

Webinar Alert: What the New 2025 Tax Law Means for Your Retirement Plan

📅 Tuesday, August 26, 2025 | 6:30 PM CT | Online

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✅ What’s changing — and what’s not
✅ Using the new $6,000 deduction for 65+
✅ How to prepare before key provisions expire in 2028
✅ Steps to take now with your advisor or CPA

​Learn More and Register here — space is limited.

Understanding The Widow’s Penalty and What You Can Do About It

💬 From Episode 66:

Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women aren’t prepared for.

In this week’s episode, I explain what the Widow’s Penalty is, why it disproportionately affects women, and what you can do to prepare. You’ll hear real client stories, clear up common tax myths, and discover strategies to protect your financial future.

Here’s what we cover:

• 📉 How the Widow’s Penalty can lead to higher taxes and lower income after losing a spouse
• 👩‍❤️‍👩 Why women are more impacted — longer life expectancy, smaller benefits, and career interruptions
• 📖 Real-life client examples, including early widowhood and restricted retirement asset access
• 💡 Tax strategies like Roth conversions and capital gains harvesting during joint filing years
• 🗣️ Why couples should have these retirement planning conversations now — not later

🎧 Listen here: Episode 66 – Understanding The Widow’s Penalty and What You Can Do About It​

▶️ Watch on YouTube​

Are You Looking for Financial Support & Resources Specifically for Women?

​Purse Strings is an online platform devoted to giving women access to easy-to-use resources and qualified financial professionals who focus on serving women.

I recently recorded a short video on serving as a Purse Strings Approved Professional.

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The co-founders of Purse Strings, Dr. Barbara Provost and her daughter, Maggie Nielsen, were on episode 17 of the podcast. 🎧 Listen Here: Episode 17 - Financially Fearless Women with Barb Provost and Maggie Nielsen​

Related Links & Resources

• 👉 Complimentary Tax & Retirement Analysis​
  ​
• 🎧 Listen
  • ​Episode 59 – Breaking Money Silence with Kathleen Burns Kingsbury​
  • ​Episode 63 – Social Security Planning After Divorce​
  • ​Episode 65 – How the New Tax Law Could Impact Your Retirement​
• 📄Read
  • ​Episode 66 Transcript​
  • ​Purdue University Study on Gray Divorce​
  • ​CDC Life Expectancy Data​
  • ​U.S. Census Bureau – Average Age of Widowhood​
• 👩‍👩‍👧‍👦 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)

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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