Choosing the right financial advisor can be one of your most important decisions in retirement. We believe that before you pay someone a dollar in fees or trust them with a penny of your nest egg, you should understand exactly how they can help you achieve your retirement goals. To help potential clients make an educated and informed decision about our firm, we’ve designed a no-cost, no-obligation process we call our SIMPLY RETIREMENT Roadmap™ Process. The first step in this process is a 15-minute initial call to answer your questions, to see if we are potentially a good fit for each other, and to explain in greater detail our process for helping you evaluate our firm. #SimplyRetirementRoadmap #KeepingRetirementSimple
Blake Wealth Management
Financial Services
McKinney, Texas 376 followers
Retirement Planning for Women Over 55 | 🎙️ The Simply Retirement Podcast
About us
Retirement planning for women over 55. Whether you are divorced, widowed, or simply ready to take control of your financial future, you deserve a strategy that provides dignity and independence throughout retirement. As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible. We developed our Simply Retirement Roadmap™ Process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering. Get your own Simply Retirement Roadmap™ to determine the following: 1. Can you afford to retire? 2. Are you overpaying your taxes? 3. Can your portfolio be improved? 4. Can you eliminate or at least reduce your primary risks in retirement? 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.
- Website
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http://www.blakewealthmanagement.com
External link for Blake Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- McKinney, Texas
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Retirement Planning, Retirement Income, Tax Planning, Investment Management, Social Security Maximization, Insurance Optimization, Women and Retirement, and Estate Planning
Locations
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Primary
Get directions
201 W Virginia St
Suite 102
McKinney, Texas 75069, US
Employees at Blake Wealth Management
Updates
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Feeling overwhelmed by caregiving, health, and financial responsibilities in midlife? Join us on the Simply Retirement Podcast as Eric Blake, CFP® talks to Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a seasoned life and health coach. Elizabeth provides a holistic approach to health, integrating stress management, sleep, and nutrition to help you thrive. Gain valuable insights into how these elements affect your financial stability and get practical tips to improve your life quality. Don't miss this episode! 🎧 Listen now to start your journey toward better health and balance. https://bit.ly/3MByEht #MidlifeHealth #WellnessTips #StressRelief #WomenInRetirement #SimplyRetirementPodcast #HealthandWealth #LifeCoachAdvice #RetirementPodcast #WomenAndRetirement
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Episode 31 with Eric Blake, CFP® and Linda J. Lingo is live!
Are you a woman nearing retirement and feeling overwhelmed by financial decisions? Seeking clarity and confidence in your financial future? Linda J. Lingo is a CPA and financial life coach with over three decades of experience. She specializes in helping women plan for retirement with confidence and financial security through comprehensive financial education and personalized coaching. Linda’s holistic approach, including her VIIP Method (Values, Intentional Money Spending, Investing, Protect), empowers women to achieve their retirement goals and live abundantly. Join host Eric Blake, CFP® as he engages with Linda in empowering women through financial education and personalized retirement planning. Discover how Linda's journey from a financial advisor to a coach is driven by her passion for educating clients and addressing the unique financial challenges women face. 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: • 𝗟𝗶𝗻𝗱𝗮’𝘀 𝗝𝗼𝘂𝗿𝗻𝗲𝘆: Learn how personal experiences with inadequate financial advice led Linda to pursue a career dedicated to empowering women through financial literacy • 𝗘𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗪𝗼𝗺𝗲𝗻: Discover strategies for women to transition from investing growth to effective retirement withdrawals, with a focus on tax-efficient strategies • 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻: Understand Linda’s approach to untangling financial concepts like investing, diversification, and risk management, making women better investors • 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴: Experience Linda’s unique method of sitting beside clients, fostering a collaborative and supportive environment • 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀: Explore the common obstacles women face, such as lack of financial understanding and fear of asking questions, and how to overcome them • 𝗠𝗶𝗻𝗱𝘀𝗲𝘁 𝗦𝗵𝗶𝗳𝘁: Learn how to move from a scarcity mindset to one of abundance, promoting confidence in your financial decisions • 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗧𝗲𝗮𝗺𝘄𝗼𝗿𝗸: Appreciate the value of a cohesive team of financial professionals working together for a client’s retirement success • And much more! #WomenAndRetirement #WomenAndWealth #WomenAndFinance #RetirementPodcast #WomenAndMoney #SimplyRetirementPodcast #LindaLingo
#31 - Navigating Retirement Planning: Essential Tips for Women with Linda Lingo
Eric Blake, CFP® on LinkedIn
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Ever felt that your “motivation” to maintain your diet or exercise plan falls apart midway? You're not alone. In the latest episode of the Simply Retirement Podcast, Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a seasoned life and health coach, discusses why relying solely on motivation is a recipe for failure. Motivation is fleeting, but building self-trust can lead to lasting change. Elizabeth shares her insights on developing determination, courage, and focus to see your health goals through. Discover how cultivating self-trust can empower you to follow through on your commitments and be kind to your future self. 🎧 Listen now to learn practical strategies for building self-trust and achieving your wellness goals. https://bit.ly/3MByEht #SelfTrust #WellnessJourney #MidlifeHealth #HolisticWellness #WomenInRetirement #SimplyRetirementPodcast #HealthTransformation #Determination #Courage #Focus #RetirementPodcast #WomenAndRetirement
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Ever wondered why your health habits seem to fall apart despite your best efforts? The answer might be simpler than you think. In the latest episode of the Simply Retirement Podcast, Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a life and health coach, reveals the often-overlooked importance of sleep as the foundation of overall well-being. Elizabeth shares her insights on how poor sleep affects our energy levels, food choices, and even our mood. She explains why addressing sleep issues should be the first step in any health improvement plan. Tune in to discover how getting a good night's rest can set the stage for better health habits and a happier, more balanced life. 🎧 Listen now to learn more about prioritizing sleep for holistic health. https://bit.ly/3MByEht #SleepHealth #HolisticWellness #MidlifeHealth #StressManagement #WellnessJourney #WomenInRetirement #SimplyRetirementPodcast #HealthTransformation #RetirementPodcast #WomenAndRetirement
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Are you a caregiver (or will be) with concerns about your financial future? In a compelling episode of The Simply Retirement Podcast, host Eric Blake, CFP® turns the spotlight on women's unique retirement planning needs, especially for those who are serving as a caregiver or very likely will be one day. Caregivers often face specific challenges that can drastically alter their financial future. As a seasoned financial professional
#19 - Navigating Social Security and Retirement Planning for Caregivers
thesimplyretirementpodcast.com
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As we go through midlife, many of us realize that the habits we formed in our younger years start to catch up with us. Especially when it comes to sleep, stress, and overall health. In the latest episode of the Simply Retirement Podcast, Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a seasoned life and health coach, sheds light on how our poor sleep, eating, and exercise habits from the past impact us now. Elizabeth talks about the critical, yet often overlooked, relationship between stress and sleep, emphasizing their equal importance alongside diet and exercise. She offers practical advice and holistic strategies to help you improve your health and well-being during this pivotal stage of life. 🎧 Listen now to gain valuable insights and start transforming your health journey. https://bit.ly/3MByEht #MidlifeHealth #HolisticWellness #StressManagement #SleepHealth #WomenInRetirement #WellnessJourney #SimplyRetirementPodcast #HealthTransformation #RetirementPodcast #WomenAndRetirement
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Did you know that stress and sleep can impact your health just as much as diet and exercise? In our latest episode of the Simply Retirement Podcast, we uncover the often-overlooked factors that play a crucial role in your well-being. Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a renowned life and health coach, shares her knowledge on managing stress, improving sleep quality, and adopting a holistic approach to health. Join us as we discuss practical strategies that can impact your health journey, especially for women navigating the complexities of midlife. This episode is packed with valuable insights you won't want to miss! 🎧 Tune in now to learn more about achieving balanced health. https://bit.ly/3MByEht #HolisticHealth #MidlifeWellness #StressManagement #SleepHealth #WomenInRetirement #WellnessJourney #SimplyRetirementPodcast #HealthTransformation #RetirementPodcast #WomenAndRetirement
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Juggling caregiving, health, and finances? Discover how to balance it all with insights from Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a master-certified life and health coach, on my latest Simply Retirement Podcast episode. Elizabeth shares a comprehensive health strategy that goes beyond "eat less, move more," addressing stress management, sleep, and hormonal changes. Learn how these factors impact your financial stability and get practical tips to improve your overall well-being. 🎧 Tune in now for actionable advice and start living a healthier, happier life. https://bit.ly/3MByEht #MidlifeHealth #HolisticWellness #StressManagement #WomenInRetirement #SimplyRetirementPodcast #HealthTransformation #WellnessJourney #RetirementPodcast #WomenAndRetirement
#30 - Prioritizing Health in Midlife with Elizabeth Sherman
thesimplyretirementpodcast.com
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Many women find that the health advice that worked in their 20s just doesn't cut it anymore in midlife. Our latest episode of the Simply Retirement Podcast discusses this issue with insights from Elizabeth Sherman, Life and Health Coach, Speaker, Facilitator, a seasoned life and health coach. We discuss why traditional diet and exercise programs often fail us as we age and explore holistic approaches to health that take into account the unique physiology and stressors of midlife women. Join us as we uncover practical strategies to manage stress, improve sleep, and build self-trust, helping you navigate the complexities of midlife health with confidence. 🎧 Listen to the full episode now and redefine your approach to wellness. https://bit.ly/3MByEht #MidlifeHealth #HolisticHealth #WomenInRetirement #StressManagement #SleepQuality #WellnessJourney #HealthTransformation #SimplyRetirementPodcast #RetirementPodcast #WomenAndRetirement