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Month: August 2021

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S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

August 30, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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This season we want to bring on our clients and share some of their stories of giving. In this episode,[…]

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S3: Episode 3 – What It Means To Give With Evan Lange

August 16, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Charitable donations have tax benefits, but that’s not the primary reason you should be generous.  In this episode, Stephen Stricklin[…]

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S3: Episode 2 – Understanding The Wise Wealth Mission

August 2, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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What does it mean to be free to give, serve, and to enjoy life in retirement? In this episode, Stephen[…]

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