PODCAST · business
Simplify Your Retirement
by Stephen Stricklin, CFP®
In the Simplify Your Retirement podcast, Stephen Stricklin, CFP®, president and founder of Wise Wealth shares wisdom to help individuals and couples plan for a peaceful and enjoyable retirement. Stephen, with his years of experience and expertise in retirement income planning along with guest experts, will help you achieve “First Wisdom, Then Wealth!” For more information about Wise Wealth visit www.WiseWealth.com or email our team of professionals at [email protected].
Episodes
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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. In this episode of the Simplify Your Retirement Podcast, host Paul Brock welcomes Aaron Love, Elder Care Attorney at Love Law Group, to discuss what it truly means to…
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Aging Well by Staying Right at Home with Brian Cook
In this episode, we’re joined by Brian Cook, owner of Right at Home in Lee’s Summit, Missouri. With nearly 20 years of experience in healthcare administration, Brian offers valuable insight into aging, long-term care, and how families can support loved ones in staying at home safely and...
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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 of Advocates for Seniors, who reveals how their unique paralegal firm helps seniors navigate the complex challenges of aging. From managing finances when a spouse...
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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 from clients and podcast listeners. They cover common concerns such as: How often do you make changes or rebalance my portfolio? Do you watch the market and move assets…
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Season 6 Episode 8 Part Two: Creating a Purposeful and Confident Life in Retirement
The conversation continues with guest, Samantha Tiller who focuses on eight key areas where retirees need to be intentional in order to achieve peace of mind during their retirement. If you missed the last episode, be sure to go back and watch & listen to the first three areas of the “Retire...
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Season 6 Episode 7 Retire “Wellthy” Creating a Purposeful and Confident Life in Retirement
In this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life[...]
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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, Mark Reifer. He’s a financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible investing. He emphasizes…
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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 Paul Brock discuss the recent 2024 U.S. election and its immediate impact on the stock market. The episode focuses on three key questions people have about…
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Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola
Many people dismiss reverse mortgages based on misconceptions. Watch & listen to this episode to learn more about the benefits of using a reverse mortgage as a part of your overall financial plan. Meet our guest: HARLAN ACCOLA, National Reverse Mortgage Director, Author of the book, Home Equity…
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Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need
Guest Phil Graham | CEO @ The Beneficiary Liquidity Plan® Phil Graham is the driving force behind the development and innovation of The Beneficiary Liquidity Plan®. Phil brings more than 25 years of financial services experience, with a focus on designing and distributing products through…
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Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy
In the pursuit of financial freedom, retirement planning often revolves around achieving a specific nest egg or net worth target. However, true fulfillment in retirement extends beyond mere financial security. It encompasses a holistic approach that addresses uncertainties, unforeseen...
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Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk
In this insightful conversation, Stephen Stricklin discusses the complexities of financial planning, focusing on the contrasting viewpoints regarding investments in the stock market and insurance planning. Leveraging his extensive industry experience, Stricklin underscores the significance of...
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Season 5 Episode 6 Investment Planning: The 2 Key Ingredients to Success
Investment Planning: The 2 Key Ingredients to Success Ever wondered what it takes to be a successful stock market investor? In this episode, Stephen Stricklin from Wise Wealth breaks down the two essential ingredients for success: time and discipline.
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Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind
Income Planning: Smart Investment Allocations for Maximum Peace of Mind We understand that when retirees have a well-thought-out plan, they are more likely to experience true freedom. The ultimate goal of our retirement planning efforts is to achieve this freedom, enabling individuals to give,...
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Season 5 Episode 4 Liquidity Planning: How to Plan and Budget Expenses in Retirement
In planning for retirement, creating a budget is crucial for ensuring financial security and making work optional. The simplified approach involves dividing assets into three buckets: one for liquid expenses, another for income, and the third for growth. The budget, a formal plan for managing...
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Season 5 Episode 3 Liquidity Planning: How to plan for short-term needs and where to invest
Liquidity Planning: How to Plan for Short-Term Needs and Where to Invest Liquidity is important for everyone, no matter what phase of investing you are in. If you anticipate needing your money within the next five years, it should be readily accessible. The primary objective is to ensure the...
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Season 5 Episode 2 The 7 Essential Components of a Retirement Plan
In this episode, we take a big-picture view of what planning is, and what a retirement plan should include. Products are not a plan. Someone may think they have a plan because they have a 401(k), pension, or insurance policy in place. Or they plan to get a little more conservative over time with...
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Season 5 Episode 1 A Retirement Plan That Leads to Confidence
A Retirement Plan That Leads to Confidence If you have a plan that’s simple and easy to understand, implement, and follow, you will feel better about your retirement plan. This, after all, is the overarching goal of everything we do: to instill confidence in your financial future. In a landscape...
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S4: Episode 6 – Banking On Yourself With Mark Willis
Joining host Stephen Stricklin is guest Mark Willis, financial advisor and owner of Late Growth Financial Services in Chicago IL, and Co-Host of his podcast Not Your Average Financial Podcast, on the topic of banking on yourself. Graduating college with an immense amount of debt, and starting a…
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S4: Episode 5 – A Mountain Climber’s Financial Advice With David Rosell – Part 2
Joining Stephen Stricklin for another podcast episode is our guest, David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and avid traveler. They discuss common risks that you should consider when planning for retirement. Risks…
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S4: Episode 4 – A Mountain Climber’s Financial Advice With David Rosell – Part 1
Stephen Stricklin is joined by guest David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and world-wide traveler, as they discuss the reality of planning for retirement. In his book, David combines his two passions, travel…
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S4: Episode 3 – Inflation’s Impact on Retirement Planning
Should inflation cause panic? Are spikes in inflation a new phenomenon? How will it impact my retirement? Join our hosts Stephen Stricklin and Paul Brock for Season 4, Episode 3 as they answer these questions and more! They talk about the importance of considering inflation when relating to...
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S4: Episode 2 – Money Magic With Laurence Kotlikoff – Part 2
“The biggest risk we face in old age, or maybe the second biggest apart from healthcare costs, is longevity risk – out running our money.” – Laurence Kotlikoff In this episode, Stephen Stricklin continues his conversation with Laurence Kotlikoff, a Professor of Economics at Boston University and...
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S4: Episode 1 – Money Magic With Laurence Kotlikoff – Part 1
Welcome to season 4 of the Simplify Your Retirement Podcast! Season 4 will be packed with exciting guests, and popular FAQ’s Stephen gets from clients. In part one of this two-part interview, Stephen Stricklin is joined by Laurence Kotlikoff, a Professor of Economics at Boston University and a...
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S3: Episode 12 – How Wise Wealth Was Giving and Serving This Year With Bekah Stever
In this season of Simplify Your Retirement, we focused on the Wise Wealth mission of guiding investors on the path to financial significance, where they are free to give and serve and to enjoy a life like never before. In this episode, Stephen Stricklin is joined by Bekah Stever, AAMS®, chief...
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S3: Episode 11 – We Should Always Be Enjoying Life With Jonathan Dold, MBA
Being free to enjoy life in retirement is one of the missions of Wise Wealth. But you should be enjoying life all the time. In this episode, Stephen Stricklin is joined by Jonathan Dold, a financial advisor at Wise Wealth. Jon is not retired, but he has been living the Wise Wealth mission of...
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S3: Episode 10 – Enjoying Retirement Requires Planning
What does retirement look like to you? How do you plan to enjoy your retirement? In this episode, Stephen Stricklin is joined by clients Barry and Linda, who share how they are enjoying retirement, and how planning has made their retirement successful. He is also joined by a client, Jeff, who...
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S3: Episode 9 – Give, Serve, And Above All, Enjoy Life With Mark Comfort
Everyone wants to go on vacation. But work often limits the amount of time you can spend away. In this episode, Stephen Stricklin is joined by Mark Comfort, owner of Cruise Holiday and Comfort Tours & Travel. Mark dives into the third part of the Wise Wealth mission statement, the ability to be...
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S3: Episode 8 – How Creating A Legacy of Giving Back to Others Can Be Passed On
Creating a legacy of serving others can inspire your children and those around you to serve and give back to their community. In this episode, Stephen Stricklin is joined by his client Bruce. Bruce is a retiree, and formerly worked at Hallmark. In his retirement he has taken up the Wise Wealth...
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S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth With Samantha Compton
Women are a notoriously underserved demographic in the financial industry, even though they are often the ones in the family who make the financial decisions. With the Wise Wealth mission to serve in mind, Samantha Compton created Wise Women, LLC. In this episode, Stephen Stricklin is joined by...
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S3: Episode 6 – What It Means To Be Free To Serve Others
This season Stephen talked about being free to give and spoke to several clients about what it means to give in their eyes. This episode Stephen transitions to talking about being free to serve. In this episode, Stephen Stricklin is joined by his client Brad. Brad shares a little about himself…
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S3: Episode 5 – What It Means to Give Through A Donor Advised Fund
If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so. Enter: donor advised funds. In this episode, Stephen Stricklin is joined by clients Larry and John, who each run a donor advised fund. They discuss how these funds...
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S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions
This season we want to bring on our clients and share some of their stories of giving. In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealth’s clients involved in charitable giving. Stephen provides an overview of how qualified charitable...
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S3: Episode 3 – What It Means To Give With Evan Lange
Charitable donations have tax benefits, but that’s not the primary reason you should be generous. In this episode, Stephen Stricklin is joined by Evan Lange, president of the Midwest Region for The Signatry. Evan shares what makes giving so great, looks at tax deductions individuals receive when...
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S3: Episode 2 – Understanding The Wise Wealth Mission
What does it mean to be free to give, serve, and to enjoy life in retirement? In this episode, Stephen Stricklin explores the Wise Wealth mission statement and explains each component. He shares how Wise Wealth guides people to a happy retirement and what it means to be financially significant....
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S3: Episode 1 – Recapping Season 1 and 2
Welcome to a brand-new season of Simplify Your Retirement! In this episode, Stephen Stricklin recaps seasons 1 & 2 of Simplify Your Retirement to get you up-to-date and ready for season 3! Additionally, Paul Brock, COO for Wise Wealth is reintroduced as our new co-host. Don’t miss this first...
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S2: Episode 12 – The Importance of Proper Document Implementation, Part Two – with Guest Aaron Love
So, you’ve implemented your documents, but now what? What do you need to do with your documents to be sure that when it comes time for someone to step in, they know how to access them? In this episode, Stephen Stricklin and Aaron Love dive into part two of the importance of planning tools! Aaron…
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S2: Episode 11 – The Importance of Proper Document Implementation: Part One — with Guest Aaron Love
When it comes to your financial documents, proper implementation can lead you to greater peace of mind. If you follow the right steps, this peace of mind is real, and not just imagined. In part one of this two part series, Stephen Stricklin sits down with Aaron Love, founder of Love Law Group, as...
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S2: Episode 10 – Investment Advice from a Chartered Financial Analyst – with Guest Ben Malick
What goes into creating a good investment portfolio? How should you be comparing the investments you want to make? What are the risks? We can help you answer all of these questions! In this episode, Stephen Stricklin is joined with Ben Malik, vice president of Wise Wealth, as they talk about…
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S2: Episode 9 – The Risks in the Three Phases of Investing — with Guest Samantha Compton
There are always things that could derail your financial plans, however, there are things you can be doing to avoid that from happening. In this episode, Stephen Stricklin is joined by Samantha Compton, financial advisor at Wise Wealth, as they discuss the risks involved throughout the three…
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S2: Episode 8 – Seven Steps to Retirement Security, Part Two – with Guest Tom Hegna
Following the steps that we outline in this podcast will help you retire happier. How? In this episode, Stephen Stricklin sits down with Tom Hegna, an international economist, as they continue their conversation about Tom’s seven-step process to retire not just comfortable, but happy. Tom shares...
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S2: Episode 7 – Seven Steps to Retirement Security, Part One – with Guest Tom Hegna
Following the steps that we outline in this podcast can actually lead you to retiring happier. How? In part one of this two-part series, Stephen Stricklin sits down with Tom Hegna, international economist, and author, as they begin to dissect the first four steps of Tom’s seven-step process! Tom...
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S2: Episode 6 – Surviving the Distribution Phase – with Guest Waldean Wall
Some of the most important decisions you will make about retirement actually come when you are retired. In this episode, Stephen Stricklin is joined with Waldean Wall, VP of Advanced Markets and Solutions at Allianz Life Insurance, as they dive into conversations about what planning looks like in...
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S2: Episode 5 – Inflation Rates Impacting Retirement
Many times, people can forget to plan for inflation rates when it comes to retirement planning. In this episode, Stephen Stricklin dives into the topic of inflation rates and how they might sneak up on you when you retire. Stephen offers some insights of things you should be thinking about and…
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S2: Episode 4 – A Look at Medicare – With Guest Paul Brock
We often hear the same questions from clients when it comes to Medicare and Medicare planning. We are here to help you answer some of these questions. In this episode, Stephen Stricklin is joined by Wise Wealth’s Paul Brock as they answer some of the most common things they hear from clients...
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S2: Episode 3 – The Ins and Outs of Social Security – with Guest Larry Kotlikoff
Many people have burning questions about Social Security but don’t know where to go to find the answers. In this episode, Stephen Stricklin is joined by Larry Kotlikoff, professor of economics at Boston University, and expert on all things Social Security, as they dive into some common questions...
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S2: Episode 2 – The Ultimate Guide To Diversification
Are you looking for a long-term strategy that is both effective and valuable for your portfolio? Your answer is diversification! In this episode, Stephen Stricklin talks about diversification. He shares his expertise on what diversification is, what it isn’t, why it’s valuable and why it’s...
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S2: Episode 1 – The Enemy of Progress is Procrastination
Success comes from activity, not from analysis. Procrastination is one of the biggest reasons why people don’t move forward, rather maintaining the status quo, doing the same thing they’ve always done with the same results. In this episode, Stephen Stricklin discusses how procrastination can hold...
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S1: Episode 12 – How to Choose the Right Financial Advisor for You
Choosing the right financial advisor for you and your needs is key to developing your most effective plan. But how do you know who the right advisor is for you? What makes the different types of advisors different? In this episode, Stephen Stricklin dives into the importance of choosing the right...
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ABOUT THIS SHOW
In the Simplify Your Retirement podcast, Stephen Stricklin, CFP®, president and founder of Wise Wealth shares wisdom to help individuals and couples plan for a peaceful and enjoyable retirement. Stephen, with his years of experience and expertise in retirement income planning along with guest experts, will help you achieve “First Wisdom, Then Wealth!” For more information about Wise Wealth visit www.WiseWealth.com or email our team of professionals at [email protected].
HOSTED BY
Stephen Stricklin, CFP®
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Frequently Asked Questions
How many episodes does Simplify Your Retirement have?
Simplify Your Retirement currently has 75 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Simplify Your Retirement about?
In the Simplify Your Retirement podcast, Stephen Stricklin, CFP®, president and founder of Wise Wealth shares wisdom to help individuals and couples plan for a peaceful and enjoyable retirement. Stephen, with his years of experience and expertise in retirement income planning along with guest...
How often does Simplify Your Retirement release new episodes?
Simplify Your Retirement has 75 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Simplify Your Retirement?
You can listen to Simplify Your Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Simplify Your Retirement?
Simplify Your Retirement is created and hosted by Stephen Stricklin, CFP®.
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