Simplify Your Retirement

Simplify Your Retirement

Latest Episodes

S4: Episode 2 – Money Magic With Laurence Kotlikoff – Part 2
January 17, 2022

"The biggest risk we face in old age, or maybe the second biggest apart from healthcare costs, is longevity risk - out running our money." - Laurence Kotlikoff - In this episode, Stephen Stricklin con

S4: Episode 1 – Money Magic With Laurence Kotlikoff – Part 1
January 03, 2022

Welcome to season 4 of the Simplify Your Retirement Podcast! Season 4 will be packed with exciting guests, and popular FAQ’s Stephen gets from clients.   - In part one of this two-part interview, Step

S3: Episode 12 – How Wise Wealth Was Giving and Serving This Year With Bekah Stever
December 20, 2021

In this season of Simplify Your Retirement, we focused on the Wise Wealth mission of guiding investors on the path to financial significance, where they are free to give and serve and to enjoy a life

S3: Episode 11 – We Should Always Be Enjoying Life With Jonathan Dold, MBA
December 06, 2021

Being free to enjoy life in retirement is one of the missions of Wise Wealth. But you should be enjoying life all the time. - In this episode, Stephen Stricklin is joined by Jonathan Dold, a financial

S3: Episode 10 – Enjoying Retirement Requires Planning
November 22, 2021

What does retirement look like to you? How do you plan to enjoy your retirement?  - In this episode, Stephen Stricklin is joined by clients Barry and Linda, who share how they are enjoying retirement,

S3: Episode 9 – Give, Serve, And Above All, Enjoy Life With Mark Comfort
November 08, 2021

Everyone wants to go on vacation. But work often limits the amount of time you can spend away.  - In this episode, Stephen Stricklin is joined by Mark Comfort, owner of Cruise Holiday and Comfort Tour

S3: Episode 8 – How Creating A Legacy of Giving Back to Others Can Be Passed On
October 25, 2021

Creating a legacy of serving others can inspire your children and those around you to serve and give back to their community. - In this episode, Stephen Stricklin is joined by his client Bruce. Bruce

S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth With Samantha Compton
October 11, 2021

Women are a notoriously underserved demographic in the financial industry, even though they are often the ones in the family who make the financial decisions.  - With the Wise Wealth mission to serve

S3: Episode 6 – What It Means To Be Free To Serve Others
September 27, 2021

This season Stephen talked about being free to give and spoke to several clients about what it means to give in their eyes. This episode Stephen transitions to talking about being free to serve. - In

S3: Episode 5 – What It Means to Give Through A Donor Advised Fund
September 13, 2021

If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so.  - Enter: donor advised funds. - In this episode, Stephen Strickli