Simplify Your Retirement

Latest Episodes
Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola
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
Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need
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
Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools
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,
Season 6 Episode 1: Navigating Non-Traditional Financial Planning Tools
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,
Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement
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
Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy
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
Season 5 Episode 8 Tax Planning: A Lifetime Approach to Minimize Your Taxes
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
Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk
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
Season 5 Episode 6 Investment Planning: The 2 Key Ingredients to Success
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
Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind
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