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. With potential

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

Tax Planning: A Lifetime Approach to Minimize Your Taxes In today's episode, we dive into the topic of taxes, drawing inspiration from Benjamin Franklin's famous quote: "There are only two things cert

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 plan

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 es

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 goa

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 e

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 withi

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), pens

A Retirement Plan That Leads to Confidence - If you have a plan thats simple and easy to understand, implement, and follow, you will feel better about your retirement plan. This, after all, is the o