Monthly Archives: December 2021

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S3: Episode 12 – How Wise Wealth Was Giving and Serving This Year With Bekah Stever

In this season of Simplify Your Retirement, we focused on the Wise Wealth mission of guiding investors on the path to financial significance, where they are free to give and serve and to enjoy a life like never before.

In this episode, Stephen Stricklin is joined by Bekah Stever, AAMS®, chief growth officer & director of compliance at Wise Wealth. Bekah helps us tie up the season as we look back at how Wise Wealth has given and served this past year. Bekah also shares why giving and serving is special to her.

Bekah discusses:

  • Why she chose to work at Wise Wealth
  • How Wise Wealth was involved in giving this year
  • How Wise Wealth served widows and widowers
  • The client appreciation event, and why giving and serving is special to her
  • And more

Connect With Bekah Stever:

Connect With Stephen Stricklin:

About Our Guest:

Bekah focuses on the integration process for new, Wise Wealth clients, ensuring the transition is as convenient and seamless as possible. She also supports the President with the firm’s compliance. This allows her to contribute to the client’s confidence in Wise Wealth for their financial peace of mind.

Bekah is driven by her faith and her love for other people. She enjoys helping people understand finance in a simple, easy-to-comprehend way, and she is grateful to work for a company with greater passion and purpose beyond just financial success. She is happy to have found meaningful work at a company – and an industry – she believes in.

Bekah completed a Bachelor of Science at Trinity Baptist College. She holds her Series 6, 63, 65, and 7 licenses and is an Accredited Asset Management Specialist. (AAMS ®)

Outside of work, Bekah loves watching Chiefs games, working with the youth at her church, hot yoga, playing sports, and spending time with her husband, Scott.

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S3: Episode 11 – We Should Always Be Enjoying Life With Jonathan Dold, MBA

Being free to enjoy life in retirement is one of the missions of Wise Wealth. But you should be enjoying life all the time.

In this episode, Stephen Stricklin is joined by Jonathan Dold, a financial advisor at Wise Wealth. Jon is not retired, but he has been living the Wise Wealth mission of enjoying life for quite some time. He shares his background in finance, how he’s been enjoying life, and his experience with First Tee, a youth development golf organization that he is involved with.

Jon discusses:

  • Why he became a financial advisor
  • How he chooses to enjoy life
  • His experience with First Tee
  • What giving and serving means for organizations and those involved
  • And more

Connect With Jonathan Dold

Connect With Stephen Stricklin:

About Our Guest:

Jon’s ability to communicate openly and honestly with his clients makes him stand out from other advisors. He takes great pride as a financial advisor, empowering his clients with confidence as they look to the future.

By truly listening and understanding his clients’ unique situations, Jon gains a solid grasp of their goals and emotional behaviors when it comes to financial matters. From there, he is able to formulate a solid plan to get them where they want to go. As a fiduciary, he is committed to putting clients’ interests first, and strives to go above and beyond their expectations at every opportunity.