Simplify Your Retirement
Latest Episodes
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 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
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
S4: Episode 2 – Money Magic With Laurence Kotlikoff – Part 2
"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
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
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
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