Season 6 Episode 8 Part Two: Creating a Purposeful and Confident Life in Retirement January 17, 2025 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreThe conversation continues with guest, Samantha Tiller who focuses on eight key areas where retirees need to be intentional in[…] Read more
Season 6 Episode 7 Retire “Wellthy” Creating a Purposeful and Confident Life in Retirement January 16, 2025 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life[…] Read more
Season 6 Episode 6 Legacy Beyond Dollars: Sharing Wisdom, Values, and Family Stories December 23, 2024 Stephen Stricklin Financial Planning, Uncategorized, Values Based Investing Podcast: Play in new window | Download | EmbedSubscribe: RSS | More Read more
Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola October 10, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreMany people dismiss reverse mortgages based on misconceptions. Watch & listen to this episode to learn more about the benefits[…] Read more
Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need September 26, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreGuest Phil Graham | CEO @ The Beneficiary Liquidity Plan® Phil Graham is the driving force behind the development and[…] Read more
Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy February 14, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn the pursuit of financial freedom, retirement planning often revolves around achieving a specific nest egg or net worth target.[…] Read more
Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk January 3, 2024 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this insightful conversation, Stephen Stricklin discusses the complexities of financial planning, focusing on the contrasting viewpoints regarding investments in[…] Read more
Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind December 6, 2023 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIncome Planning: Smart Investment Allocations for Maximum Peace of Mind We understand that when retirees have a well-thought-out plan, they[…] Read more
Season 5 Episode 4 Liquidity Planning: How to Plan and Budget Expenses in Retirement November 22, 2023 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn planning for retirement, creating a budget is crucial for ensuring financial security and making work optional. The simplified approach[…] Read more
Season 5 Episode 3 Liquidity Planning: How to plan for short-term needs and where to invest November 8, 2023 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreLiquidity Planning: How to Plan for Short-Term Needs and Where to Invest Liquidity is important for everyone, no matter what[…] Read more
