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Tag: Simplify Your Retirement

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S3: Episode 6 – What It Means To Be Free To Serve Others

September 27, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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This season Stephen talked about being free to give and spoke to several clients about what it means to give[…]

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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

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If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage[…]

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

August 30, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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This season we want to bring on our clients and share some of their stories of giving. In this episode,[…]

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

August 16, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Charitable donations have tax benefits, but that’s not the primary reason you should be generous.  In this episode, Stephen Stricklin[…]

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S3: Episode 2 – Understanding The Wise Wealth Mission

August 2, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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What does it mean to be free to give, serve, and to enjoy life in retirement? In this episode, Stephen[…]

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S3: Episode 1 – Recapping Season 1 and 2

July 19, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Welcome to a brand-new season of Simplify Your Retirement! In this episode, Stephen Stricklin recaps seasons 1 & 2 of[…]

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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

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So, you’ve implemented your documents, but now what? What do you need to do with your documents to be sure[…]

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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

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When it comes to your financial documents, proper implementation can lead you to greater peace of mind. If you follow[…]

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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

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What goes into creating a good investment portfolio? How should you be comparing the investments you want to make? What[…]

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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

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There are always things that could derail your financial plans, however, there are things you can be doing to avoid[…]

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