Tag Archives: Retirement Planning

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S3: Episode 5 – What It Means to Give Through A Donor Advised Fund



If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so. 

Enter: donor advised funds.

In this episode, Stephen Stricklin is joined by clients Larry and John, who each run a donor advised fund. They discuss how these funds work, and the primary advantages to giving through a donor advised fund. Larry and John share a few details about their own donor advised funds, why they were started and why they like to give.

Stephen, Larry, and John discuss:

  • What a donor advised fund is
  • Three primary advantages to using a donor advised fund
  • Their thoughts about what it means to be free to give
  • And more

Connect With Stephen Stricklin:


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S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions



This season we want to bring on our clients and share some of their stories of giving.

In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealth’s clients involved in charitable giving. Stephen provides an overview of how qualified charitable distributions (QCDs) and required minimum distributions (RMDs) work in relation to charitable giving. Bob shares some of his personal stories about giving and how QCDs & RMDs tie into the overall conversation.

Stephen & Bob discuss:

  • Individual retirement accounts (IRAs), qualified charitable distributions (QCDs), and required minimum distributions (RMDs) and how they work
  • Bob shares his experiences dealing with IRAs, QCDs, RMDs and charitable giving
  • Why Bob and his wife Charlene take advantage of qualified charitable distributions
  • And more

Resources: 

Connect With Stephen Stricklin:


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S3: Episode 3 – What It Means To Give With Evan Lange



Charitable donations have tax benefits, but that’s not the primary reason you should be generous. 

In this episode, Stephen Stricklin is joined by Evan Lange, president of the Midwest Region for The Signatry. Evan shares what makes giving so great, looks at tax deductions individuals receive when they make a donation and explains what a donor advised fund is.

Evan discusses:

  • The primary motivation for why people give
  • Giving appreciated property to charitable organizations
  • Why you should be itemizing your deductions
  • Using donor advised funds 
  • Best funds to use for Charitable Donations after age 72
  • How to experience the joy, peace and purpose of giving
  • And more

Connect With Evan Lange:

Connect With Stephen Stricklin:

About Our Guest:

Evan Lange serves as the President of the Midwest Region for The Signatry. He works closely with financial advisors, attorneys, and business owners to develop strategies to minimize tax liability and maximize charitable giving. Evan is a licensed attorney and practiced law at top firms in Kansas City prior to joining The Signatry.


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S3: Episode 2 – Understanding The Wise Wealth Mission



What does it mean to be free to give, serve, and to enjoy life in retirement?

In this episode, Stephen Stricklin explores the Wise Wealth mission statement and explains each component. He shares how Wise Wealth guides people to a happy retirement and what it means to be financially significant.

Stephen discusses:

  • Understanding what it means to be free to give and free to serve
  • How the sequence of return risk can impact a happy retirement
  • What is the driving force behind planning for financial success
  • The Wise Wealth mission statement
  • And more

Resources: 

Season 1, Episode 5
Season 2, Episode 7
Season 2, Episode 8

Connect With Stephen Stricklin:

stephen@wisewealth.com
816-246-9473
WiseWealth.com
Simplify Your Retirement
Stephen Stricklin on LinkedIn


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S3: Episode 1 – Recapping Season 1 and 2



Welcome to a brand-new season of Simplify Your Retirement!

In this episode, Stephen Stricklin recaps seasons 1 & 2 of Simplify Your Retirement to get you up-to-date and ready for season 3!  Additionally, Paul Brock, COO for Wise Wealth is reintroduced as our new co-host. Don’t miss this first episode of our new season!

Stephen discusses:

  • A review of the different phases of your investment life; accumulation, preservation & distribution
  • Why a paradigm shift is needed between each phase and which phases have the most risk
  • Understanding all the challenges and risks specific to the stage of your investment life
  • Risks associated to each phase; inflation, average vs real rate of return; sequence of return, healthcare, taxes, long term-care
  • Requirements of a sound retirement plan
  • Discussion of various industry experts included in season 2 that complete the planning process
  • What to look forward to with season 3
  • And more

Resources: 

Connect With Stephen Stricklin: