Season 6 Episode 5 Biblically Responsible Investing: A Deeper Look at Values-Driven Portfolios November 27, 2024 Stephen Stricklin Biblically Responsible Investing, Financial Planning, Retirement, Values Based Investing Podcast: Play in new window | Download | EmbedSubscribe: RSS | More“Every client deserves the right to invest according to their values.” This is a quote from one of our guests,[…] Read more
Special Episode: Post-Presidential Election Results Outlook November 8, 2024 Stephen Stricklin Financial Planning, Retirement Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this special edition of the Simplify Your Retirement Podcast, Stephen Stricklin, CFP® President of Wise Wealth, and Vice President[…] Read more
Season 6 Episode 4 Principles of Investing: Buiding a Portfolio with Purpose October 24, 2024 Stephen Stricklin Biblically Responsible Investing, Finance, Financial, Financial Planning, Retirement, Values Based Investing Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing,[…] Read more
Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola October 10, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreMany people dismiss reverse mortgages based on misconceptions. Watch & listen to this episode to learn more about the benefits[…] Read more
Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need September 26, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreGuest Phil Graham | CEO @ The Beneficiary Liquidity Plan® Phil Graham is the driving force behind the development and[…] Read more
Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools September 13, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MorePeople often research financial products after hearing about them through various channels, but they may be swayed by either overly[…] Read more
Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement February 28, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIt’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t[…] Read more
Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy February 14, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn the pursuit of financial freedom, retirement planning often revolves around achieving a specific nest egg or net worth target.[…] Read more
Season 5 Episode 8 Tax Planning: A Lifetime Approach to Minimize Your Taxes February 1, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreTax Planning: A Lifetime Approach to Minimize Your Taxes In today’s episode, we dive into the topic of taxes, drawing[…] Read more
Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk January 3, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this insightful conversation, Stephen Stricklin discusses the complexities of financial planning, focusing on the contrasting viewpoints regarding investments in[…] Read more
