Monthly Archives: February 2021

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S2: Episode 4 – A Look at Medicare – With Guest Paul Brock



We often hear the same questions from clients when it comes to Medicare and Medicare planning. We are here to help you answer some of these questions. 

In this episode, Stephen Stricklin is joined by Wise Wealth’s Paul Brock as they answer some of the most common things they hear from clients regarding Medicare, and aim to provide you with the information you need to reach your retirement goals. 

In this episode, you will learn:

  • Two options you have when it comes to Medicare
  • When you are able to change your Medicare plan and how it works
  • The age at when you can get Medicare
  • Why should you review Medicare & supplement choices annually
  • What to look for in an advisor helping with Medicare
  • And more!

Tune into this episode to learn the basics of medicare and begin planning for your retirement. 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Paul Brock 


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S2: Episode 3 – The Ins and Outs of Social Security – with Guest Larry Kotlikoff



Many people have burning questions about Social Security but don’t know where to go to find the answers. 

In this episode, Stephen Stricklin is joined by Larry Kotlikoff, professor of economics at Boston University, and expert on all things Social Security, as they dive into some common questions around Social Security benefits to help you feel a little more prepared when planning for retirement. 

In this episode, you will learn:

  • Details of Social Security in relation to retirement age
  • The difference between spousal benefits and survivor benefits
  • What it would look like to go back to work after getting Social Security benefits
  • Withdrawal of benefits and Suspending benefits
  • Advice from Larry when it comes to Social Security 
  • And more!

Tune in now to look at the big picture of Social Security!

Resources: Wise Wealth | Simplify Your Retirement | Larry Kotlikoff | Kotlikoff.net | Maximize My Social Security | Maxifi | Get What’s Yours