What Issus Should I Consider Before I Retire?


Hi Reader,

If you are planning to retire in the very near future, as the final days tick down towards that big day, last-minute decisions can feel overwhelming.

You also don't want to leave any final details to chance. If you are planning to retire soon (and as a thank you for being a Simply Retirement Newsletter subscriber), we'd like to offer you our free guide:

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​What Issues Should I Consider Before I Retire?​

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However, if retirement is approaching and you still have BIG questions left to answer, you may be looking for further guidance.

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How do I ensure I don't run out of money in retirement?

How can I reduce my taxes in retirement?

How do I maximize Social Security benefits?

Are my investments suitable for retirement?

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If these questions are on your mind or getting the answers to these questions would help you sleep better at night, we would like to offer you a solution.

We developed our Simply Retirement Roadmap™️ specifically to help you navigate your retirement journey and help you make an educated and informed decision about whether we are the right firm to help you navigate that journey.

To help answer these questions and many others like them, as well as show you exactly how we can help (before you pay us a single dollar!), we created the FREE Simply Retirement Roadmap™ process.

The very first step is a complimentary 15-minute introductory phone call.

This will give us both a chance to make sure your situation matches our expertise.

After all, you wouldn't see a Cardiologist if you needed foot surgery, and we only work with individuals and couples less than five years from retirement or already retired.

Because of this focus and the importance we place on this crucial phase of life, we only take on approximately 10 new clients each year.

​Learn more about our FREE Simply Retirement Roadmap™ process and how we can help.

And remember...

Retirement is not the end of the road. It is the start of a new journey.

Eric Blake, CFP®

When You're Ready, Here Are 3 Ways I Can Help You:
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Free Retirement & Tax Analysis​. Learn how to improve retirement success + lower taxes.
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🎧 The Simply Retirement Podcast​. A Top Podcast for Women and Retirement.
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👀 YouTube​. Watch the Podcast as well as get additional retirement education.

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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.

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