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Category: Finance

How To Get To The 0% Tax Bracket with special guest, David McKnight

May 8, 2025 Stephen Stricklin Finance, Financial Planning, Retirement, Taxes

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If you’re like many Americans, the bulk of your retirement savings likely sits in tax-deferred accounts like 401(k)s and IRAs.[…]

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Season 6 Episode 11 Preparing for the Unexpected: How to Handle a Nursing Care Crisis

March 14, 2025 Stephen Stricklin Finance, Financial, Retirement

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In this episode, Stephen Stricklin, Founder & President of Wise Wealth, is joined by Paul Brock, Vice President. They discuss[…]

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Season 6 Episode 10 The Blockchain Breakdown: Understanding Cryptocurrency

February 27, 2025 Stephen Stricklin Cash Alternatives, Finance, Financial Planning

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In this episode of The Blockchain Breakdown: Understanding Cryptocurrency, we explore the importance of understanding digital assets and cryptocurrency as they[…]

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Season 6 Episode 9 High Yield Savings: Making an Impact with Your Cash

February 4, 2025 Stephen Stricklin Cash Alternatives, Finance, Financial, Financial Planning

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Today, we’re joined by Starla Hendricks, Vice President of Intermediary Sales at KEEP by Stone Castle. With over 30 years[…]

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Season 6 Episode 4 Principles of Investing: Buiding a Portfolio with Purpose

October 24, 2024 Stephen Stricklin Biblically Responsible Investing, Finance, Financial, Financial Planning, Retirement, Values Based Investing

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In this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing,[…]

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Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools

September 13, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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People often research financial products after hearing about them through various channels, but they may be swayed by either overly[…]

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Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement

February 28, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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It’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t[…]

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Season 5 Episode 8 Tax Planning: A Lifetime Approach to Minimize Your Taxes

February 1, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Retirement, Taxes

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Tax Planning: A Lifetime Approach to Minimize Your Taxes In today’s episode, we dive into the topic of taxes, drawing[…]

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S4: Episode 12 – Is there value in using multiple advisors? Answering Your Financial FAQ’s!

June 20, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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In today’s episode, the last of Season 4, Stephen Stricklin, along with Paul Brock, answer FAQ’s surrounding retirement planning. In[…]

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S4: Episode 11 – Aligning Your Faith With Your Investments With Ben Malick And David Sandhu

June 6, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Have you ever considered the views of the companies you’ve invested in? Do they align with yours? Join Stephen Stricklin[…]

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