Tag Archives: Stephen Stricklin

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S1: Episode 4 – Don’t Let Your Portfolio Take a HIT



Have you taken healthcare costs or inflation into account when planning for retirement? 

In this episode of Simplify Your Retirement, Stephen Stricklin discusses the three aspects of retirement you need to plan for — healthcare, inflation and taxes. He shares the importance of understanding the price of healthcare in retirement, how inflation could impact your budget and why you need to review risks.

In this episode, you will learn:

  • What medical care costs in retirement
  • How long-term care can impact the cost of your retirement
  • Why your plan has to address inflation
  • The importance of understanding risks
  • And more!

Tune in to learn how to keep your portfolio from taking a HIT.

Resources: Wise Wealth


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S1: Episode 3 – Creating an Effective Retirement Plan



Have you thought of everything that could impact your retirement plan?

In this episode of Simplify Your Retirement, Stephen Stricklin reveals the various factors that can impact your retirement plan. Discover the importance of including medical care costs, taxes and longevity in your plan, and the benefit of creating goals to guide it.

In this episode, you will learn:

  • The 3 steps you must follow when creating a retirement plan
  • The importance of factoring in health care costs
  • How taxes may impact retirement distributions
  • The impact of longevity in your plan
  • And more!

Listen now as Stephen Stricklin reveals factors you may not have considered when planning for retirement!

Resources: Wise Wealth 


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S1: Episode 2- Becoming a Client From Start to Finish



Starting a new financial plan with a new company doesn’t need to be complicated. It can (and should) be simple and efficient.

In this episode of Simplify Your Retirement, Stephen Stricklin explains the client on-boarding process at Wise Wealth from start to finish. 

In this episode, you will learn:

  • The four steps of the WISE process
  • What a client’s first meeting with Wise Wealth would look like
  • The importance of creating a plan and setting goals
  • The importance of keeping goals in mind
  • The ongoing education provided by Wise Wealth
  • And more!

Discover the Wise Wealth on-boarding process!

Resources: Wise Wealth


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S1: Episode 1 – Get to Know Stephen Stricklin



For some, entering the financial services industry is more than a job, it is a calling. This was the case for Wise Wealth’s Stephen Stricklin!

In this inaugural episode of Simplify Your Retirement, get to know Stephen as he introduces himself personally and professionally. He shares who he is as an advisor and as a person, 

In this episode, you will learn:

  • Stephen’s ideal client
  • The contributions Wise Wealth makes to the community
  • Stephen’s financial philosophy
  • Who Stephen is outside of the office
  • And more!

Tune in now to get to know Wise Wealth’s Stephen Stricklin!

Resources: Wise Wealth