Stephen Stricklin, CFP®

Retirement

Business EN ↓ 10 episodes

Author

Stephen Stricklin, CFP®

Episodes

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 11 Preparing for the Unexpected: How to Handle a Nursing Care Crisis 14.03.2025 35:45

In this episode, Stephen Stricklin, Founder & President of Wise Wealth, is joined by Paul Brock, Vice President. They discuss[...]

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,[...]

Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools 13.09.2024 34:49

People often research financial products after hearing about them through various channels, but they may be swayed by either overly[...]

Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement 28.02.2024 33:45

It’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t[...]

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