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Category: Financial Planning

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 12 Answering Your Top Retirement Questions: FAQs from Our Listeners

March 28, 2025 Stephen Stricklin Financial Planning, Retirement

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Stephen Stricklin, Founder and President of Wise Wealth, LLC is joined by COO, Paul Brock to answer frequently asked questions[…]

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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 6 Legacy Beyond Dollars: Sharing Wisdom, Values, and Family Stories

December 23, 2024 Stephen Stricklin Financial Planning, Uncategorized, Values Based Investing

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Season 6 Episode 5 Biblically Responsible Investing: A Deeper Look at Values-Driven Portfolios

November 27, 2024 Stephen Stricklin Biblically Responsible Investing, Financial Planning, Retirement, Values Based Investing

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“Every client deserves the right to invest according to their values.” This is a quote from one of our guests,[…]

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Special Episode: Post-Presidential Election Results Outlook

November 8, 2024 Stephen Stricklin Financial Planning, Retirement

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In this special edition of the Simplify Your Retirement Podcast, Stephen Stricklin, CFP® President of Wise Wealth, and Vice President[…]

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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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