S3: Episode 6 – What It Means To Be Free To Serve Others September 27, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreThis season Stephen talked about being free to give and spoke to several clients about what it means to give[…] Read more
S3: Episode 5 – What It Means to Give Through A Donor Advised Fund September 13, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIf you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage[…] Read more
S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions August 30, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreThis season we want to bring on our clients and share some of their stories of giving. In this episode,[…] Read more
S3: Episode 3 – What It Means To Give With Evan Lange August 16, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreCharitable donations have tax benefits, but that’s not the primary reason you should be generous. In this episode, Stephen Stricklin[…] Read more
S3: Episode 2 – Understanding The Wise Wealth Mission August 2, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreWhat does it mean to be free to give, serve, and to enjoy life in retirement? In this episode, Stephen[…] Read more
S3: Episode 1 – Recapping Season 1 and 2 July 19, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreWelcome to a brand-new season of Simplify Your Retirement! In this episode, Stephen Stricklin recaps seasons 1 & 2 of[…] Read more
S2: Episode 12 – The Importance of Proper Document Implementation, Part Two – with Guest Aaron Love June 7, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreSo, you’ve implemented your documents, but now what? What do you need to do with your documents to be sure[…] Read more
S2: Episode 11 – The Importance of Proper Document Implementation: Part One — with Guest Aaron Love May 24, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreWhen it comes to your financial documents, proper implementation can lead you to greater peace of mind. If you follow[…] Read more
S2: Episode 10 – Investment Advice from a Chartered Financial Analyst – with Guest Ben Malick May 10, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreWhat goes into creating a good investment portfolio? How should you be comparing the investments you want to make? What[…] Read more
S2: Episode 9 – The Risks in the Three Phases of Investing — with Guest Samantha Compton April 26, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreThere are always things that could derail your financial plans, however, there are things you can be doing to avoid[…] Read more
