Simplify Your Retirement

Latest Episodes
S4: Episode 12 – Is there value in using multiple advisors? Answering Your Financial FAQ’s!
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
S4: Episode 11 – Aligning Your Faith With Your Investments With Ben Malick And David Sandhu
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
S4: Episode 10 – The Myths and Misconceptions of Fees and Costs
You may have heard the terms “fee” and “cost” used as synonyms, but there is a distinction that could make all the difference in the world of investing. In this episode, Stephen Stricklin and Paul Bro
S4: Episode 9 – How A Reverse Mortgage Can Enhance Your Retirement With Gabrielle Welter
Are there better uses for your home equity? In today’s episode special guest Gabrielle Welter, along with host Stephen Stricklin, discuss everything reverse mortgages. Gabrielle is a reverse mortgage
S4: Episode 8 – Taxes in Retirement – 5 Topics to Be Aware of
Host Stephen Stricklin and Co-Host Paul Brock take on the topic of taxes in retirement in today’s episode, appropriately released on the tax filing deadline date of 2021. An exciting day for some, and
S4: Episode 7 – Non-Financial Mistakes to Avoid in Retirement Planning with Samantha Lane
Retirement is not a cliff to jump off of, but an opportunity to build bridges grounded with your values and strengths. - In this episode, Stephen Stricklin is joined by guest Samantha Lane, an Associa
S4: Episode 6 – Banking On Yourself With Mark Willis
Joining host Stephen Stricklin is guest Mark Willis, financial advisor and owner of Late Growth Financial Services in Chicago IL, and Co-Host of his podcast Not Your Average Financial Podcast, on the
S4: Episode 5 – A Mountain Climber’s Financial Advice With David Rosell – Part 2
Joining Stephen Stricklin for another podcast episode is our guest, David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and avid tra
S4: Episode 4 – A Mountain Climber’s Financial Advice With David Rosell – Part 1
Stephen Stricklin is joined by guest David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and world-wide traveler, as they discuss th
S4: Episode 3 – Inflation’s Impact on Retirement Planning
Should inflation cause panic? Are spikes in inflation a new phenomenon? How will it impact my retirement? - Join our hosts Stephen Stricklin and Paul Brock for Season 4, Episode 3 as they answer these