So, you’ve implemented your documents, but now what? What do you need to do with your documents to be sure that when it comes time for someone to step in, they know how to access them? In this episode, Stephen Stricklin and Aaron Love dive into part tw...

When it comes to your financial documents, proper implementation can lead you to greater peace of mind. If you follow the right steps, this peace of mind is real, and not just imagined.  In part one of this two part series,

What goes into creating a good investment portfolio? How should you be comparing the investments you want to make? What are the risks?  We can help you answer all of these questions!  In this episode, Stephen Stricklin is joined with Ben Malik,

There are always things that could derail your financial plans, however, there are things you can be doing to avoid that from happening.  In this episode, Stephen Stricklin is joined by Samantha Compton, financial advisor at Wise Wealth,

Following the steps that we outline in this podcast will help you retire happier. How? In this episode, Stephen Stricklin sits down with Tom Hegna, an international economist, as they continue their conversation about Tom’s seven-step process to retire...

Following the steps that we outline in this podcast can actually lead you to retiring happier. How? In part one of this two-part series, Stephen Stricklin sits down with Tom Hegna, international economist, and author,

Some of the most important decisions you will make about retirement actually come when you are retired.  In this episode, Stephen Stricklin is joined with Waldean Wall, VP of Advanced Markets and Solutions at Allianz Life Insurance,

Many times, people can forget to plan for inflation rates when it comes to retirement planning.  In this episode, Stephen Stricklin dives into the topic of inflation rates and how they might sneak up on you when you retire.

We often hear the same questions from clients when it comes to Medicare and Medicare planning. We are here to help you answer some of these questions.  In this episode, Stephen Stricklin is joined by Wise Wealth’s Paul Brock as they answer some of the ...

Many people have burning questions about Social Security but don’t know where to go to find the answers.  In this episode, Stephen Stricklin is joined by Larry Kotlikoff, professor of economics at Boston University,