HeyJaredThe Simply Retirement Podcast
Welcome to The Simply Retirement Podcast with Eric Blake, a financial professional from Blake Wealth Management. Our goal is to support women approaching retirement and help them navigate the challenges of this important phase of life.
- Indexed episodes, last 90 days
- 10
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- Sep 9, 2026
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- Jul 8, 2026
Latest episodes
7 Essential Strategies for Successful Investing for Retirement (Ep. 121) (opens the original)
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Retirement investing can bring many questions, especially when your savings need to support your lifestyle for decades. How do you balance growth, income, taxes, and market uncertainty when planning for life after work? In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven essential strategies for investing in retirement. I explain how a financial plan should guide investment decisions, why inflation can affect long-term pur
Social Security Headlines: What They Really Mean for Your Retirement (Ep. 120) (opens the original)
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For women approaching or already in retirement, Social Security decisions can feel harder when tax questions, funding projections, and proposed legislation all appear in the headlines at once. How do you separate information that affects your plan from news that simply deserves your attention? In this episode, I answer a listener’s question about Social Security tax withholding while working at age 70. I explain what it really means when up to 85% of Social Security may be taxable, how withholdi
How to Decide If an Annuity Fits Your Retirement Plan (Ep. 119 | Pt. 4) (opens the original)
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If you’re a woman planning for retirement and an annuity has been recommended to you, the hardest part may not be understanding how it works. It may be deciding whether it actually belongs in your retirement plan. Asking better questions can help you understand what you’re considering before you commit. In this episode, I explain how to evaluate whether an annuity fits within your retirement plan. I walk through the questions I want you to ask about the retirement need you’re trying to address,
How Are Annuities Taxed? A Simple Guide for Retirement (Ep. 118 | Pt. 3) (opens the original)
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Retirement tax planning can feel confusing, especially when annuities enter the conversation. I’ve found that many people aren’t really asking about the annuity itself. They’re trying to understand what happens to their money, how it’s taxed, and whether an annuity is the right fit for their retirement. In this episode, I continue our annuity series by walking through the tax rules that often create the most confusion. I explain why the source of your money matters, how qualified and non-qualifi
Don’t Wait for a Crisis: How to Talk With Aging Parents (Ep. 117) (opens the original)
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We’ve learned that many of the most important retirement decisions aren’t only about finances. They’re about family, communication, and preparing for moments that none of us hope will come. In this episode, I speak with Tami Calais, Aging and Change Coach, owner of Calais Senior Consult, and Motivational Interviewing Practitioner, about why families often delay difficult conversations with aging parents until a crisis leaves them with few choices. We discuss how adult children can approach these
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