Simplify Your Retirement

Simplify Your Retirement


Latest Episodes

S4: Episode 12 – Is there value in using multiple advisors? Answering Your Financial FAQ’s!
June 20, 2022

In todays episode, the last of Season 4, Stephen Stricklin, along with Paul Brock, answer FAQs 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
June 06, 2022

Have you ever considered the views of the companies youve 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
May 16, 2022

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
May 02, 2022

Are there better uses for your home equity? In todays 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
April 18, 2022

Host Stephen Stricklin and Co-Host Paul Brock take on the topic of taxes in retirement in todays 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
April 04, 2022

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
March 21, 2022

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
March 07, 2022

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
February 21, 2022

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
February 07, 2022

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