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 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 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 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 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
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
Season 5 Episode 2 The 7 Essential Components of a Retirement Plan October 25, 2023 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn this episode, we take a big-picture view of what planning is, and what a retirement plan should include. Products[…] Read more
Season 5 Episode 1 A Retirement Plan That Leads to Confidence October 18, 2023 Stephen Stricklin Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreA Retirement Plan That Leads to Confidence If you have a plan that’s simple and easy to understand, implement, and[…] Read more
