Simplify Your Retirement Podcast Por Stephen Stricklin CFP® arte de portada

Simplify Your Retirement

Simplify Your Retirement

De: Stephen Stricklin CFP®
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In the Simplify Your Retirement podcast, Stephen Stricklin, CFP®, president and founder of Wise Wealth shares wisdom to help individuals and couples plan for a peaceful and enjoyable retirement. Stephen, with his years of experience and expertise in retirement income planning along with guest experts, will help you achieve “First Wisdom, Then Wealth!” For more information about Wise Wealth visit www.WiseWealth.com or email our team of professionals at info@wisewealth.com.© Simplify Your Retirement All Rights Reserved Economía Finanzas Personales
Episodios
  • The Key to Aging Well with Senior Advocacy Expert, Christina Wilkins

    The Key to Aging Well with Senior Advocacy Expert, Christina Wilkins
    Jul 3 2025
    Are you prepared for the "Silver Tsunami"? In this eye-opening episode, we sit down with Christina Wilkins, Chief Operating Officer of Advocates for Seniors, who reveals how their unique paralegal firm helps seniors navigate the complex challenges of aging. From managing finances when a spouse passes away to coordinating medical care during life transitions, Christina shares how their team provides critical "boots on the ground" assistance for seniors who either don't have children nearby or need specialized legal, health, and financial support. In This Episode, You’ll Learn: • Beyond Financial Planning: Discover why retirement planning must extend beyond finances to include preparation for the "go-go years," "slow-go years," and "no-go years" of retirement. • Advocates for Seniors: Learn about this unique paralegal firm that provides comprehensive support in three critical areas: legal, health, and financial matters for aging adults. • Crisis Prevention: Understand why establishing a relationship with advocates before a crisis occurs can make all the difference in your retirement journey. • Real Support Services: Christina explains how her team provides hands-on assistance - from paying bills and attending doctor's appointments to helping with transitions to assisted living. Christina and her team serve as trusted advocates for seniors who may not have family nearby or whose spouse handled finances before passing. Whether you're planning for your own retirement or caring for aging parents, this episode provides valuable insights on preparing for the later stages of life. www.advocates4seniors.com 913.200.4008 To learn more about Wise Wealth, visit our website at www.wisewealth.com. If you have questions, feel free to reach out to our team and we will schedule a complimentary 15-minute consultation with one of our qualified financial advisors.
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    34 m
  • How To Get To The 0% Tax Bracket with special guest, David McKnight

    How To Get To The 0% Tax Bracket with special guest, David McKnight
    May 8 2025
    If you're like many Americans, the bulk of your retirement savings likely sits in tax-deferred accounts like 401(k)s and IRAs. But when tax rates rise—as many experts predict they will—how much of your hard-earned money will you actually get to keep? With the national debt growing at an unsustainable pace and entitlement programs placing increasing pressure on the federal budget, significant tax increases appear inevitable. In this episode, we're honored to welcome David McKnight—nationally renowned tax expert and bestselling author of The Power of Zero, Tax-Free Income for Life, and The Guru Gap. David draws from years of experience and collaboration with leading tax authorities, including insights from his documentary film The Power of Zero: The Tax Train Is Coming. America has made financial promises it simply can’t keep. With the national debt projected to hit $62 trillion by 2034, no combination of tax hikes or spending cuts appears capable of reversing the course. The “tax train” is coming—and retirement savers must prepare. One of the most powerful tools for protecting your retirement income is converting tax-deferred accounts to Roth IRAs. Doing so—particularly within favorable brackets like the 24%—can dramatically reduce your long-term tax exposure. But it must be done strategically to avoid unnecessary tax consequences. In this episode, we explore: Rising Taxes as a Retirement Risk Strategic Tax Planning for Retirement Strategic Roth Conversions Why Timing – especially before 2034 – is critical As an independent & full-service financial planning firm, Wise Wealth gives truly objective advice. If you want a retirement plan tailored to your goals and your future, we’re here to help. 📞 816.246.WISE (9473) 📧 info@wisewealth.com 🔗 www.wisewealth.com/contact-us
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    46 m
  • Season 6 Episode 12 Answering Your Top Retirement Questions: FAQs from Our Listeners

    Season 6 Episode 12 Answering Your Top Retirement Questions: FAQs from Our Listeners
    Mar 28 2025
    Stephen Stricklin, Founder and President of Wise Wealth, LLC is joined by COO, Paul Brock to answer frequently asked questions from clients and podcast listeners. They cover common concerns such as: How often do you make changes or rebalance my portfolio? Do you watch the market and move assets out based on short-term volatility? How does my savings or retirement plan compare to others at this stage of life? Stephen and Paul discuss the importance of rebalancing portfolios, which they typically do once a year to maintain the desired asset allocation and capitalize on buying low and selling high. While portfolio managers adjust for short-term market trends, clients should stay disciplined and stick with their long-term plan, as short-term volatility shouldn't dictate investment decisions. Trusting the plan and remaining invested is key to achieving the desired rate of return over time. They also explain how investor behavior, such as trying to time the market, often hinders success more than market fluctuations themselves, as missing just a few of the best market days can drastically affect returns. The key is sticking with a long-term plan, trusting portfolio manager, and remaining disciplined regardless of short-term market volatility. The key is understanding your time frame and risk tolerance—investing in the market should align with your long-term goals. The episode also addresses the idea of “comparing” your savings and retirement plan to others. The truth is, your plan should be tailored to your unique goals, income needs, and lifestyle choices. Everyone has their own "number," which represents what they need to achieve their goals in retirement, and the only way to determine this is through a personalized plan. Ultimately, your retirement plan's success isn't about comparing it to others but ensuring it meets your individual needs and goals. True success is measured by the peace of mind and financial freedom it provides, allowing you to fully enjoy life in retirement. Ready to take the next step? www.wisewealth.com/contact-us info@wisewealth.com 816.246.WISE (9473)
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    40 m
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