Simplify Your Retirement

Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy

In the pursuit of financial freedom, retirement planning often revolves around achieving a specific nest egg or net worth target. However, true fulfillment...

Season 5 Episode 8 Tax Planning: A Lifetime Approach to Minimize Your Taxes

Tax Planning: A Lifetime Approach to Minimize Your Taxes

In today’s episode, we dive into the topic of taxes, drawing inspiration...

Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk

In this insightful conversation, Stephen Stricklin discusses the complexities of financial planning, focusing on the contrasting viewpoints regarding...

Season 5 Episode 6 Investment Planning: The 2 Key Ingredients to Success

Investment Planning: The 2 Key Ingredients to Success

Ever wondered what it takes to be a successful stock market investor? In this episode,...

Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind

Income Planning: Smart Investment Allocations for Maximum Peace of Mind

We understand that when retirees have a well-thought-out plan, they are...