March 14, 202535 min
Season 6 Episode 11 Preparing for the Unexpected: How to Handle a Nursing Care Crisis
In this episode, Stephen Stricklin, Founder & President of Wise Wealth, is joined by Paul Brock, Vice President. They discuss[...]
Episodes
10
Latest episode
Mar 2025
Language
EN-US
Listen to episodes
February 4, 202529 min
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[...]
October 24, 2024
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,[...]
September 13, 202434 min
Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools
People often research financial products after hearing about them through various channels, but they may be swayed by either overly[...]
February 28, 202433 min
Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement
It’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t[...]
February 1, 202440 min
Season 5 Episode 8 Tax Planning: A Lifetime Approach to Minimize Your Taxes
Tax Planning: A Lifetime Approach to Minimize Your Taxes In today’s episode, we dive into the topic of taxes, drawing[...]
June 20, 202239 min
S4: Episode 12 – Is there value in using multiple advisors? Answering Your Financial FAQ’s!
In today’s episode, the last of Season 4, Stephen Stricklin, along with Paul Brock, answer FAQ’s surrounding retirement planning. In[...]
June 6, 202238 min
S4: Episode 11 – Aligning Your Faith With Your Investments With Ben Malick And David Sandhu
Have you ever considered the views of the companies you’ve invested in? Do they align with yours? Join Stephen Stricklin[...]
May 16, 202237 min
S4: Episode 10 – The Myths and Misconceptions of Fees and Costs
You may have heard the terms “fee” and “cost” used as synonyms, but there is a distinction that could make[...]
May 2, 202233 min
S4: Episode 9 – How A Reverse Mortgage Can Enhance Your Retirement With Gabrielle Welter
Are there better uses for your home equity? In today’s episode special guest Gabrielle Welter, along with host Stephen Stricklin,[...]
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