Monthly Archives: January 2021

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S2: Episode 2 – The Ultimate Guide To Diversification



Are you looking for a long-term strategy that is both effective and valuable for your portfolio? 

Your answer is diversification! 

In this episode, Stephen Stricklin talks about diversification. He shares his expertise on what diversification is, what it isn’t, why it’s valuable and why it’s important to have a diversified portfolio.

In this episode, you will learn:

  • What diversification is and how it works
  • Why diversification is valuable
  • When you should diversify outside of your account with your financial advisor
  • How consolidation can improve diversification
  • Other than investments, where else you should diversify
  • And more!

Tune in now to learn more about diversification! 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin


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S2: Episode 1 – The Enemy of Progress is Procrastination



Success comes from activity, not from analysis. Procrastination is one of the biggest reasons why people don’t move forward, rather maintaining the status quo, doing the same thing they’ve always done with the same results.

In this episode, Stephen Stricklin discusses how procrastination can hold you back from reaching your full potential when it comes to financial planning. He shares how listeners can overcome procrastination through examples and insights he has gained through his experience. 

In this episode, you will learn:

  • How the fear of change stops growth
  • What stops clients from moving forward or making effective decisions
  • How confirmation bias can prevent change
  • The importance of research 
  • Why trust among your advisor is so crucial 
  • And more!

Tune in now learn how you can stop procrastinating and take the next step forward! 

Resources: Wise Wealth | Simplify Your Retirement