Monthly Archives: April 2021

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S2: Episode 9 – The Risks in the Three Phases of Investing — with Guest Samantha Compton

There are always things that could derail your financial plans, however, there are things you can be doing to avoid that from happening. 

In this episode, Stephen Stricklin is joined by Samantha Compton, financial advisor at Wise Wealth, as they discuss the risks involved throughout the three phases of investing. Stephen and Samantha provide you with solutions that you should be putting into place now so you are not surprised by anything in the future. 

We discuss:

  • Learn what Samantha’s role is at Wise Wealth and her areas of expertise
  • Identifying the three phases of investing, and understanding what phase you are in
  • Life and health risks specific to each phase that can undermine financial success
  • Protect from these risks to you can achieve financial significance, where you can be free to give, serve and enjoy like never before
  • What are the benefits of permanent life insurance
  • And more!

Tune in now to equip yourself with information that could help prevent you from getting off track with your goals. 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Samantha Compton | Wise Women

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S2: Episode 8 – Seven Steps to Retirement Security, Part Two – with Guest Tom Hegna

Following the steps that we outline in this podcast will help you retire happier.


In this episode, Stephen Stricklin sits down with Tom Hegna, an international economist, as they continue their conversation about Tom’s seven-step process to retire not just comfortable, but happy. Tom shares the last 3 steps of this process and provides insight into his own personal use of them! 

In this episode, we discuss:

  • What notable PhDs say about guaranteed income & happiness
  • Why you need to focus on planning for long-term care 
  • How to use your home equity wisely
  • The investment vehicle that can provide tax benefits, long-term care benefits, death benefits, and tax-free lifetime income 
  • And more!

Tune in now to part two of the seven steps to a happier retirement with Tom Hegna! 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Tom Hegna | Tom Hegna’s Website | Seven Steps to Retirement Security Part One