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Following the steps that we outline in this podcast can actually lead you to retiring happier.

How?

In part one of this two-part series, Stephen Stricklin sits down with Tom Hegna, international economist, and author, as they begin to dissect the first four steps of Tom’s seven-step process! Tom shares how he uses this process for himself and advises you about why it is beneficial in leading to better retirement security.

In this episode, you will learn:

• The key to happiness & longevity in retirement
• How to get the most for the least in retirement  
• What is a hybrid retirement?
• Why you should maximize your Social Security
• Protecting yourself against inflation
• And more!

Tune in now for part one of this two-part series where we help you discover Tom Hegna’s seven-step process to retirement security! 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Tom Hegna | TomHegna.com

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Some of the most important decisions you will make about retirement actually come when you are retired. 

In this episode, Stephen Stricklin is joined with Waldean Wall, VP of Advanced Markets and Solutions at Allianz Life Insurance, as they dive into conversations about what planning looks like in the distribution phase. They aim to provide you with information that could help you make better informed decisions when it comes time to retire. 

In this episode, you will learn:

• The difference between a withdrawal and a rollover 
• The advantages and disadvantages to leaving money in a 401(k)  
• What inservice distributions are  
• Taxation on Social Security
• And more!

Tune in now to gain an understanding of one of the trickiest parts of retirement. 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Waldean Wall | Allianz Life Insurance

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Many times, people can forget to plan for inflation rates when it comes to retirement planning. 

In this episode, Stephen Stricklin dives into the topic of inflation rates and how they might sneak up on you when you retire. Stephen offers some insights of things you should be thinking about and how you can work towards your retirement goals with inflation in mind.

In this episode, you will learn:

• How inflation works and what it looks like 
• Why is senior CPI is higher  
• Ways to mitigate the effects of inflation  
• What you can do now and in retirement to keep up with inflation rates 
• And more!

Tune in to understand what inflation could like when you retire and what you can be doing to stay on track with your goals. 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin