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 h

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

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

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. Mee

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

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,

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,

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