Simplify Your Retirement
Latest Episodes
S1: Episode 4 – Don’t Let Your Portfolio Take a HIT
Have you taken healthcare costs or inflation into account when planning for retirement? In this episode of Simplify Your Retirement, Stephen Stricklin discusses the three aspects of retirement you need to plan for — healthcare, inflation and taxes.
S1: Episode 3 – Creating an Effective Retirement Plan
Have you thought of everything that could impact your retirement plan? In this episode of Simplify Your Retirement, Stephen Stricklin reveals the various factors that can impact your retirement plan. Discover the importance of including medical care co...
S1: Episode 2- Becoming a Client From Start to Finish
Starting a new financial plan with a new company doesn’t need to be complicated. It can (and should) be simple and efficient. In this episode of Simplify Your Retirement, Stephen Stricklin explains the client on-boarding process at Wise Wealth from sta...
S1: Episode 1 – Get to Know Stephen Stricklin
For some, entering the financial services industry is more than a job, it is a calling. This was the case for Wise Wealth’s Stephen Stricklin! In this inaugural episode of Simplify Your Retirement, get to know Stephen as he introduces himself personall...