All Episodes

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

Aging Well by Staying Right at Home with Brian Cook

The Key to Aging Well with Senior Advocacy Expert, Christina Wilkins

Season 6 Episode 12 Answering Your Top Retirement Questions: FAQs from Our Listeners

Season 6 Episode 8 Part Two: Creating a Purposeful and Confident Life in Retirement

Season 6 Episode 7 Retire “Wellthy” Creating a Purposeful and Confident Life in Retirement

Season 6 Episode 6 Legacy Beyond Dollars: Sharing Wisdom, Values, and Family Stories

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

Special Episode: Post-Presidential Election Results Outlook

Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola

Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need

Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy

Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk

Season 5 Episode 6 Investment Planning: The 2 Key Ingredients to Success

Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind

Season 5 Episode 4 Liquidity Planning: How to Plan and Budget Expenses in Retirement

Season 5 Episode 3 Liquidity Planning: How to plan for short-term needs and where to invest

Season 5 Episode 2 The 7 Essential Components of a Retirement Plan

Season 5 Episode 1 A Retirement Plan That Leads to Confidence

S4: Episode 6 – Banking On Yourself With Mark Willis

S4: Episode 5 – A Mountain Climber’s Financial Advice With David Rosell – Part 2

S4: Episode 4 – A Mountain Climber’s Financial Advice With David Rosell – Part 1

S4: Episode 3 – Inflation’s Impact on Retirement Planning

S4: Episode 2 – Money Magic With Laurence Kotlikoff – Part 2

S4: Episode 1 – Money Magic With Laurence Kotlikoff – Part 1

S3: Episode 12 – How Wise Wealth Was Giving and Serving This Year With Bekah Stever

S3: Episode 11 – We Should Always Be Enjoying Life With Jonathan Dold, MBA

S3: Episode 10 – Enjoying Retirement Requires Planning

S3: Episode 9 – Give, Serve, And Above All, Enjoy Life With Mark Comfort

S3: Episode 8 – How Creating A Legacy of Giving Back to Others Can Be Passed On

S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth With Samantha Compton

S3: Episode 6 – What It Means To Be Free To Serve Others

S3: Episode 5 – What It Means to Give Through A Donor Advised Fund

S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

S3: Episode 3 – What It Means To Give With Evan Lange

S3: Episode 2 – Understanding The Wise Wealth Mission

S3: Episode 1 – Recapping Season 1 and 2

S2: Episode 12 – The Importance of Proper Document Implementation, Part Two – with Guest Aaron Love

S2: Episode 11 – The Importance of Proper Document Implementation: Part One — with Guest Aaron Love

S2: Episode 10 – Investment Advice from a Chartered Financial Analyst – with Guest Ben Malick

S2: Episode 9 – The Risks in the Three Phases of Investing — with Guest Samantha Compton

S2: Episode 8 – Seven Steps to Retirement Security, Part Two – with Guest Tom Hegna

S2: Episode 7 – Seven Steps to Retirement Security, Part One – with Guest Tom Hegna

S2: Episode 6 – Surviving the Distribution Phase – with Guest Waldean Wall

S2: Episode 5 – Inflation Rates Impacting Retirement

S2: Episode 4 – A Look at Medicare – With Guest Paul Brock

S2: Episode 3 – The Ins and Outs of Social Security – with Guest Larry Kotlikoff

S2: Episode 2 – The Ultimate Guide To Diversification

S2: Episode 1 – The Enemy of Progress is Procrastination

S1: Episode 12 – How to Choose the Right Financial Advisor for You

S1: Episode 11 – Protecting Your Retirement Plan

S1: Episode 10 – The Bucket Approach to Financial Planning – Part 3

S1: Episode 9 – The Bucket Approach to Financial Planning – Part 2

S1: Episode 8 – The Bucket Approach to Financial Planning – Part 1

S1: Episode 7- The Five Principles Of Retirement Income Planning

S1: Episode 6 – Human Bias In Investing

S1: Episode 5 – The Impact Of Market Volatility On Retirement Plans

S1: Episode 4 – Don’t Let Your Portfolio Take a HIT

S1: Episode 3 – Creating an Effective Retirement Plan

S1: Episode 2- Becoming a Client From Start to Finish

S1: Episode 1 – Get to Know Stephen Stricklin