Simplify Your Retirement

<p >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.</p> <p >They cover common concerns such as:</p> How...

<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...

<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...

<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...

<p >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...

<p>In this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life transition coach specializing in helping people navigate significant life changes, particularly...

<p>In this episode, we are joined by Kim Berwald, owner of Celebrating Personal Treasures. Founded 22 years ago, she has a passion for helping others tell their life stories. Watch the full episode to learn about the...

<p>“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...

<p>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...

<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...

<p >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.</p> <p >Meet our...

<p>Guest Phil Graham | CEO @ The Beneficiary Liquidity Plan®</p> <p>Phil Graham is the driving force behind the development and innovation of The Beneficiary Liquidity Plan®. Phil brings more than 25 years of financial...

<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...

<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...

<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...