Financial Planning

Aging Well: Legal Planning You Can’t Afford to Ignore with guest, Aaron Love

Planning for retirement is about more than just finances—it’s about protecting your future, your health, and your peace of mind.[...]

The Key to Aging Well with Senior Advocacy Expert, Christina Wilkins

Are you prepared for the “Silver Tsunami”? In this eye-opening episode, we sit down with Christina Wilkins, Chief Operating Officer[...]

How To Get To The 0% Tax Bracket with special guest, David McKnight

If you’re like many Americans, the bulk of your retirement savings likely sits in tax-deferred accounts like 401(k)s and IRAs.[...]

Season 6 Episode 12 Answering Your Top Retirement Questions: FAQs from Our Listeners

Stephen Stricklin, Founder and President of Wise Wealth, LLC is joined by COO, Paul Brock to answer frequently asked questions[...]

Season 6 Episode 10 The Blockchain Breakdown: Understanding Cryptocurrency

In this episode of The Blockchain Breakdown: Understanding Cryptocurrency, we explore the importance of understanding digital assets and cryptocurrency as they[...]

Season 6 Episode 9 High Yield Savings: Making an Impact with Your Cash

Today, we’re joined by Starla Hendricks, Vice President of Intermediary Sales at KEEP by Stone Castle. With over 30 years[...]

Season 6 Episode 6 Legacy Beyond Dollars: Sharing Wisdom, Values, and Family Stories

Season 6 Episode 5 Biblically Responsible Investing: A Deeper Look at Values-Driven Portfolios

“Every client deserves the right to invest according to their values.” This is a quote from one of our guests,[...]

Special Episode: Post-Presidential Election Results Outlook

In this special edition of the Simplify Your Retirement Podcast, Stephen Stricklin, CFP® President of Wise Wealth, and Vice President[...]

Season 6 Episode 4 Principles of Investing: Buiding a Portfolio with Purpose

In this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing,[...]