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 Podcast: Play in new window | Download | EmbedSubscribe: RSS | More“Every client deserves the right to invest according to their values.” This is a quote from one of our guests,[…] Read more
Special Episode: Post-Presidential Election Results Outlook November 8, 2024 Stephen Stricklin Financial Planning, Retirement Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this special edition of the Simplify Your Retirement Podcast, Stephen Stricklin, CFP® President of Wise Wealth, and Vice President[…] Read more
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 Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing,[…] Read more
Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools September 13, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MorePeople often research financial products after hearing about them through various channels, but they may be swayed by either overly[…] Read more
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 Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIt’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t[…] Read more
Season 5 Episode 8 Tax Planning: A Lifetime Approach to Minimize Your Taxes February 1, 2024 Stephen Stricklin Finance, Financial, Financial Planning, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreTax Planning: A Lifetime Approach to Minimize Your Taxes In today’s episode, we dive into the topic of taxes, drawing[…] Read more
Season 5 Episode 6 Investment Planning: The 2 Key Ingredients to Success December 27, 2023 Stephen Stricklin Financial Planning, Retirement Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreInvestment Planning: The 2 Key Ingredients to Success Ever wondered what it takes to be a successful stock market investor?[…] Read more
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 Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn today’s episode, the last of Season 4, Stephen Stricklin, along with Paul Brock, answer FAQ’s surrounding retirement planning. In[…] Read more
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 Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreHave you ever considered the views of the companies you’ve invested in? Do they align with yours? Join Stephen Stricklin[…] Read more
S4: Episode 10 – The Myths and Misconceptions of Fees and Costs May 16, 2022 Stephen Stricklin Finance, Financial, Financial Planning, Insurance, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreYou may have heard the terms “fee” and “cost” used as synonyms, but there is a distinction that could make[…] Read more
