May 8, 202545 min
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.[...]
Episodes
10
Latest episode
May 2025
Language
EN-US
Listen to episodes
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,[...]
April 18, 202238 min
S4: Episode 8 – Taxes in Retirement – 5 Topics to Be Aware of
Host Stephen Stricklin and Co-Host Paul Brock take on the topic of taxes in retirement in today’s episode, appropriately released[...]
April 4, 202233 min
S4: Episode 7 – Non-Financial Mistakes to Avoid in Retirement Planning with Samantha Lane
Retirement is not a cliff to jump off of, but an opportunity to build bridges grounded with your values and[...]
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