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,

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

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

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

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

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

This season we want to bring on our clients and share some of their stories of giving. - In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealt

Charitable donations have tax benefits, but that’s not the primary reason you should be generous.  In this episode, Stephen Stricklin is joined by Evan Lange, president of the Midwest Region for The S

What does it mean to be free to give, serve, and to enjoy life in retirement? In this episode, Stephen Stricklin explores the Wise Wealth mission statement and explains each component. He shares how W

Welcome to a brand-new season of Simplify Your Retirement! In this episode, Stephen Stricklin recaps seasons 1 & 2 of Simplify Your Retirement to get you up-to-date and ready for season 3!  Additional