Simplify Your Retirement

Stephen Stricklin, CFP®•simplifyyourretirement.blubrry.net

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.

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Episodes

S1: Episode 9 – The Bucket Approach to Financial Planning – Part 2

Planning for retirement requires knowledge of what you will need, and when you’ll need it. Do you really know how much your retirement will cost? In part two of this mini-series, Stephen Stricklin dives deep into the income bucket. He reveals the role it plays in retirement planning and how it works in relation to the other buckets. Discover the importance of planning when you will retire and how much retirement will cost. In this episode, you will learn: The role of the income bucket The import...

Dec 07, 2020•32 min

S1: Episode 8 – The Bucket Approach to Financial Planning – Part 1

One of the most common pieces of financial advice is that it’s important to diversify your portfolio. But did you know that there is a specific way that you should be strategically allocating funds when it comes to retirement income planning? In the first part of this three-part series, Stephen Stricklin reveals the three-bucket approach to retirement income planning. Stephen provides a holistic view of the approach, and dives into the first bucket, discussing the importance of liquid assets for...

Nov 30, 2020•26 min

S1: Episode 7- The Five Principles Of Retirement Income Planning

Financial planning products and methods can only benefit you if they have a solid foundation. By building a foundation of knowledge of the principles of retirement income planning, you are able to guide your decision-making when it comes to planning for your future. In this episode, Stephen Stricklin dives into the importance of the five principles of retirement income planning, discussing how they should guide your financial decisions and the benefits they provide. In this episode, you will lea...

Nov 23, 2020•28 min

S1: Episode 6 – Human Bias In Investing

It can be hard to look beyond our personal biases. But how does bias impact our investment choices? In this episode, Stephen Stricklin dives into human bias and more importantly, investor behavior bias. Discover how personal bias can impact investment choices and reactions to the stock market. In this episode, you will learn: The relationship between human behavior and investing The difference between past market crashes and the current investor reactions How human bias can impact your portfolio...

Nov 16, 2020•32 min

S1: Episode 5 – The Impact Of Market Volatility On Retirement Plans

Market volatility is a natural occurrence, one that can increase in risk the closer you are to retirement. In this episode of Simplify Your Retirement, Stephen Stricklin speaks about market volatility, different phases of investing and how volatility can impact your investments. In this episode, you will learn: The three phases of investing How your retirement timeline relates to market volatility The importance of remaining true to your financial plan What the real rate of return is on your inv...

Nov 09, 2020•30 min

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. He shares the importance of understanding the price of healthcare in retirement, how inflation could impact your budget and why you need to review risks. In this episode, you will learn: What medical care costs in retirement How long-term care can imp...

Nov 02, 2020•31 min

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 costs, taxes and longevity in your plan, and the benefit of creating goals to guide it. In this episode, you will learn: The 3 steps you must follow when creating a retirement plan The importance of factoring in health care costs How taxes may impact...

Oct 26, 2020•31 min

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 start to finish. In this episode, you will learn: The four steps of the WISE process What a client’s first meeting with Wise Wealth would look like The importance of creating a plan and setting goals The importance of keeping goals in mind The ongoing...

Oct 19, 2020•30 min

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 personally and professionally. He shares who he is as an advisor and as a person, In this episode, you will learn: Stephen’s ideal client The contributions Wise Wealth makes to the community Stephen’s financial philosophy Who Stephen is outside of the offic...

Oct 08, 2020•33 min

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