Monthly Archives: May 2021

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S2: Episode 11 – The Importance of Proper Document Implementation: Part One — with Guest Aaron Love

When it comes to your financial documents, proper implementation can lead you to greater peace of mind. If you follow the right steps, this peace of mind is real, and not just imagined. 

In part one of this two part series, Stephen Stricklin sits down with Aaron Love, founder of Love Law Group, as they dive into the importance of following the right steps to implementing your documents. Stephen and Aaron speak on how to make sure your intentions are known and carried out as you desire.

In this episode, you will learn:

  • What causes Trust planning to fail
  • How to make sure all planning documents get implemented
  • Why you need a will even if it does not avoid probate
  • Living wills, advance healthcare directives and how to make your wishes known
  • The difference between healthcare & financial powers of attorney 
  • Documents that every single person needs to have
  • And more!

Tune in now to begin your journey of understanding what really goes into the proper implementation of your planning tools with Stephen and Aaron! 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Aaron Love | Love Law Group

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S2: Episode 10 – Investment Advice from a Chartered Financial Analyst – with Guest Ben Malick

What goes into creating a good investment portfolio? How should you be comparing the investments you want to make? What are the risks? 

We can help you answer all of these questions! 

In this episode, Stephen Stricklin is joined with Ben Malik, vice president of Wise Wealth, as they talk about Ben’s experience with investing and the advice he has to offer. Ben walks us through the most important things you need to know about investing before you get into it. 

We discuss:

  • The significance of the CFA designation and how Ben uses his to manage investment portfolios
  • Building an optimal investment portfolio
  • The basics of the modern portfolio theory 
  • How to evaluate portfolios to a comparable benchmark
  • Ben’s thoughts on the biggest impacts on an investor’s returns (asset allocation, time, investor behavior)
  • Learn about biblically responsible/values driven investing
  • And more!

Tune in now to meet Ben Malick and gain a better understanding of what really lies in the risk of investing. 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Ben Malick