S3: Episode 1 – Recapping Season 1 and 2

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!  Additionally, Paul Brock, COO for Wise Wealth is reintroduced as our new co-host. Don’t miss this first episode of our new season! Stephen discusses: A review of the different phases of your investment life; accumulation, preservation & distribution Why a paradigm shift is needed between each phase and which phases have the most risk Understanding all the challenges and risks specific to the stage of your investment life Risks associated to each phase; inflation, average vs real rate of return; sequence of return, healthcare, taxes, long term-care Requirements of a sound retirement plan Discussion of various industry experts included in season 2 that complete the planning process What to look forward to with season 3 And more Resources:  Season 1, Episode 5 Season 1, Episode 8 Season 1, Episode 9 Season 1, Episode 10 Season 2, Episode 3 Connect With Stephen Stricklin: stephen@wisewealth.com  816-246-9473 WiseWealth.com Simplify Your Retirement  Stephen Stricklin on LinkedIn