The Simply Retirement Podcast

In this episode, I talk with Sandy about her raw and revealing story as a caregiver for her husband battling frontotemporal degeneration.

In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.

In this episode, I break down the five essential steps every woman should take after inheriting an IRA. I explain how the Secure Act changed the rules, when required distributions apply, and how to think about taxes and investment strategy.

In this episode, I answer listener questions about Social Security benefits, from clarifying the differences between spousal and survivor benefits to explaining the impact of working while receiving benefits and the new identity verification requirements. I also address specific scenarios, including those involving teacher pensions and common-law marriages, to provide clear guidance and help listeners make informed decisions about their retirement.

I was a guest on Senior to Seniors with Jim Mazziotti. In this episode, I share my insights on retirement income strategies, tax-efficient planning, and the Simply Retirement Roadmap process.

In this episode, I explore the impact of the Social Security Fairness Act on retirement planning, addressing listener questions about eligibility, retroactive benefits, and practical steps to maximize financial security under the new law.

In this episode of The Simply Retirement Podcast, Eric dives into the intricacies of Social Security survivor benefits and how they impact retirement planning.

In this episode, Eric Blake, along with guest Chris Bentley, Founder and CEO of Wings for Widows, dive into the importance of financial preparedness and support for widows and widowers navigating the complexities of financial decisions post-loss.