How To Get To The 0% Tax Bracket with special guest, David McKnight May 8, 2025 Stephen Stricklin Finance, Financial Planning, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIf you’re like many Americans, the bulk of your retirement savings likely sits in tax-deferred accounts like 401(k)s and IRAs.[…] Read more
Season 6 Episode 12 Answering Your Top Retirement Questions: FAQs from Our Listeners March 28, 2025 Stephen Stricklin Financial Planning, Retirement Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreStephen Stricklin, Founder and President of Wise Wealth, LLC is joined by COO, Paul Brock to answer frequently asked questions[…] Read more
Season 6 Episode 11 Preparing for the Unexpected: How to Handle a Nursing Care Crisis March 14, 2025 Stephen Stricklin Finance, Financial, Retirement Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this episode, Stephen Stricklin, Founder & President of Wise Wealth, is joined by Paul Brock, Vice President. They discuss[…] Read more
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
