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S4: Episode 10 – The Myths and Misconceptions of Fees and Costs

May 16, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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You may have heard the terms “fee” and “cost” used as synonyms, but there is a distinction that could make[…]

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S4: Episode 9 – How A Reverse Mortgage Can Enhance Your Retirement With Gabrielle Welter

May 2, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Are there better uses for your home equity? In today’s episode special guest Gabrielle Welter, along with host Stephen Stricklin,[…]

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S4: Episode 8 – Taxes in Retirement – 5 Topics to Be Aware of

April 18, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Host Stephen Stricklin and Co-Host Paul Brock take on the topic of taxes in retirement in today’s episode, appropriately released[…]

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S4: Episode 7 – Non-Financial Mistakes to Avoid in Retirement Planning with Samantha Lane

April 4, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Retirement is not a cliff to jump off of, but an opportunity to build bridges grounded with your values and[…]

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S4: Episode 6 – Banking On Yourself With Mark Willis

March 21, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Joining host Stephen Stricklin is guest Mark Willis, financial advisor and owner of Late Growth Financial Services in Chicago IL,[…]

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S4: Episode 5 – A Mountain Climber’s Financial Advice With David Rosell – Part 2

March 7, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Joining Stephen Stricklin for another podcast episode is our guest, David Rosell, financial planner, president and founder of Rosell Wealth[…]

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S4: Episode 4 – A Mountain Climber’s Financial Advice With David Rosell – Part 1

February 21, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Stephen Stricklin is joined by guest David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure[…]

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S4: Episode 3 – Inflation’s Impact on Retirement Planning

February 7, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Should inflation cause panic? Are spikes in inflation a new phenomenon? How will it impact my retirement? Join our hosts[…]

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S4: Episode 2 – Money Magic With Laurence Kotlikoff – Part 2

January 17, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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“The biggest risk we face in old age, or maybe the second biggest apart from healthcare costs, is longevity risk[…]

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S4: Episode 1 – Money Magic With Laurence Kotlikoff – Part 1

January 3, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Welcome to season 4 of the Simplify Your Retirement Podcast! Season 4 will be packed with exciting guests, and popular[…]

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