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Category: Taxes

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 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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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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