May 8, 202546 minS0
<p >If you’re like many Americans, the bulk of your retirement savings likely sits in tax-deferred accounts like 401(k)s and IRAs. But when tax rates rise—as many experts predict they will—how much of your hard-earned...
About this Podcast:
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 info@wisewealth.com.
Pitch Analysis
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Contact path
Verified email
Booking probability
26%
Guest openness
Selective
80/100
Required Score
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What is Finance 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.
Who hosts Finance?
Finance is hosted by Stephen Stricklin, CFP®. The show has published 10 episodes to date.
What has Finance covered recently?
Recent episodes include "How To Get To The 0% Tax Bracket with special guest, David McKnight" (8 May 2025, 46 minutes), "Season 6 Episode 11 Preparing for the Unexpected: How to Handle a Nursing Care Crisis" (14 March 2025, 36 minutes), and "Season 6 Episode 10 The Blockchain Breakdown: Understanding Cryptocurrency" (27 February 2025, 47 minutes).
How often does Finance publish?
Finance publishes roughly monthly, with episodes averaging 38 minutes across 10 episodes.
How hard is it to get booked on Finance?
Booking probability for Finance is 26%, and the host is rated Selective on guests. Finance requires a Pod Score of 80 or higher. Finance's contact route on record: verified email.
Who should pitch Finance?
The strongest fits for Finance are Investing & Wealth Management. Finance has a business audience.
About the host
Stephen Stricklin, CFP® hosts Finance, a business podcast with 10 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Mar 14, 202536 minS0
<p >In this episode, Stephen Stricklin, Founder & President of Wise Wealth, is joined by Paul Brock, Vice President. They discuss the importance of having a comprehensive financial plan, focusing on key components such...
- Feb 27, 202547 minS0
<p >In this episode of The Blockchain Breakdown: Understanding Cryptocurrency, we explore the importance of understanding digital assets and cryptocurrency as they become mainstream.</p> <p >Digital assets, including...
- Feb 4, 202530 minS0
<p>Today, we’re joined by Starla Hendricks, Vice President of Intermediary Sales at KEEP by Stone Castle. With over 30 years in financial services, Starla works closely with RIAs and wealth managers to help them...
- Oct 24, 2024—S0
<p >In this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and...
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- Sep 13, 202435 minS0
<p >People often research financial products after hearing about them through various channels, but they may be swayed by either overly positive or negative information. This can lead to risky decisions, as news often...
Finance
Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement
Feb 28, 202434 minS0<p >It’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t wing a vacation, retirement planning requires careful consideration.</p> <p >With potential...
- Feb 1, 202440 minS0
<p >Tax Planning: A Lifetime Approach to Minimize Your Taxes</p> <p >In today’s episode, we dive into the topic of taxes, drawing inspiration from Benjamin Franklin’s famous quote: “There are only two things certain in...
- Jun 20, 202240 minS0
<p>In today’s episode, the last of Season 4, Stephen Stricklin, along with Paul Brock, answer FAQ’s surrounding retirement planning. In addition to their answers in this episode, we encourage you to look back through...
- Jun 6, 202239 minS0
<p>Have you ever considered the views of the companies you’ve invested in? Do they align with yours? Join Stephen Stricklin and Paul Brock, along with guests Ben Malick and David Sandhu, as they discuss Biblically...
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