Financial Planning

Aging Well: Legal Planning You Can’t Afford to Ignore with guest, Aaron Love 21.08.2025 50:21 ↓

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 03.07.2025 33:50 ↓

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 08.05.2025 45:54 ↓

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 28.03.2025 39:30 ↓

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 27.02.2025 47:07 ↓

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 04.02.2025 29:41 ↓

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

Season 6 Episode 5 Biblically Responsible Investing: A Deeper Look at Values-Driven Portfolios 27.11.2024 32:55 ↓

“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 08.11.2024 24:07 ↓

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 24.10.2024 ↓

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