Yes, it's tax time again, but if you are retired (or soon will be), it's also a great time to evaluate tax strategies and opportunities for the current year.
Reviewing your tax return can be an informative exercise to ensure you understand all sources of income and tax liabilities for the prior year.
https://youtu.be/n_6Lks_mIpE Listen on Your Favorite Podcast App Summary: What if there's much more to women's retirement planning than you ever imagined? We've got some...
https://youtu.be/lo_6-Iu4cuk LISTEN ON YOUR FAVORITE PODCAST APP! Summary: As Eleanor Roosevelt once said, “A little simplification would be the first step toward rational...
https://youtu.be/85qH9nAWQo4 Listen on Your Favorite Podcast App Summary: What if you could redefine your journey into retirement and end-of-life planning? Discover the crucial...
LISTEN ON YOUR FAVORITE PODCAST APP https://youtu.be/6J5OhEwcW-k Summary: In this episode, Eric Blake is joined by Mary Greer from First Class Caregivers. First Class Caregivers...
SUBSCRIBE TO PODCAST https://youtu.be/pCx45-igDgU?si=XopC7i-3H-WuB7xd Summary: Ever wondered if it's too late to dive into long-term care insurance? Slide your headphones...
As retirement inches closer, it is important to consider your living situation and what your most desired outcome will look like once you are in your golden years. In many cases,...
Who says you can’t teach an old house new tricks? In this episode, Eric Blake welcomes Mary Robb, Reverse Mortgage Specialist from Mutual of Omaha. Together, they’ll peel back...
SUBSCRIBE TO PODCAST Summary: Ever wondered if you're just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions. In...
1. There’s nothing I can do about the amount of tax I oweThe tax code is full of CHOICES we can make to make sure we aren’t tipping the IRS. Withholdings, filing...
What if there’s much more to women’s retirement planning than you ever imagined?
Join us for a captivating episode of the Simply Retirement Podcast with host Eric Blake, CFP®, as he dives into the nuances of retirement planning specifically for women. Joined by Dr. Karen Midyet, a renowned clinical psychologist specializing in retirement and aging, they dissect the intricate blend of financial and emotional elements crucial to a woman’s retirement journey.
In this episode, Eric Blake discusses important aspects of Social Security benefits specifically for women. He covers topics such as social security filing strategies, the three keys to a successful retirement for women, eligibility requirements for benefits, spousal benefits, survivor benefits, the impact of age on benefits, and challenges faced by business owners in saving for retirement.
What if you could redefine your journey into retirement and end-of-life planning?
Discover the crucial yet often overlooked aspects of retirement in this insightful episode of The Simply Retirement Podcast. Host Eric Blake, joined by Jeanne Brosseau, Community Liaison from Ardent Healthcare, tackles the sensitive subject of end-of-life care. This episode is specially crafted to guide you through the complexities of retirement planning, with a focus on hospice and palliative care.
In this episode, Eric Blake is joined by Mary Greer from First Class Caregivers.
Mary discusses the importance of home care for seniors and the benefits of staying at home for as long as possible.
Ever wondered if it’s too late to dive into long-term care insurance?
Slide your headphones on and plunge into an enlightening chat as Eric Blake and Dina Mabry peel back the layers of this dilemma, placing a special spotlight on challenges specific to women. Drawing from their combined experience, they provide an in-depth look at the journey to financial security, even if you’re late to the game.
As retirement inches closer, it is important to consider your living situation and what your most desired outcome will look like once you are in your golden years. In many cases, this means eventually making a transition from your house to a more conducive senior living arrangement. Whether it’s a result of simply choosing a more convenient lifestyle or a necessity in order to have access to effective healthcare.
Who says you can’t teach an old house new tricks? In this episode, Eric Blake welcomes Mary Robb, Reverse Mortgage Specialist from Mutual of Omaha. Together, they’ll peel back the layers on what reverse mortgages really are, and how they differ from the traditional...
In this episode, Eric Blake is joined by Jeannie Dougherty, a money and mental fitness guide, who shares her insights on the impact of money-related problems on mental health.
SUBSCRIBE TO PODCAST Summary: Ever wondered if you're just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions. In this episode, Eric Blake delves deep into the maze of retirement distribution planning....
1. There’s nothing I can do about the amount of tax I oweThe tax code is full of CHOICES we can make to make sure we aren’t tipping the IRS. Withholdings, filing status, qualified accounts, business structure, timing of income, and the list goes on....