Simplify Your Retirement

Recent Episodes

Season 5 Episode 4 Liquidity Planning: How to Plan and Budget Expenses in Retirement

Posted November 22, 2023 • 00:34:08

In planning for retirement, creating a budget is crucial for ensuring financial security and making work optional. The simplified approach involves...

Season 5 Episode 3 Liquidity Planning: How to plan for short-term needs and where to invest

Posted November 8, 2023 • 00:42:14

Liquidity Planning: How to Plan for Short-Term Needs and Where to Invest

Liquidity is important for everyone, no matter what phase of investing...

Season 5 Episode 2 The 7 Essential Components of a Retirement Plan

Posted October 25, 2023 • 00:32:51

In this episode, we take a big-picture view of what planning is, and what a retirement plan should include.

Products are not a plan.

Someone...

Season 5 Episode 1 A Retirement Plan That Leads to Confidence

Posted October 18, 2023 • 00:31:23

A Retirement Plan That Leads to Confidence

If you have a plan that’s simple and easy to understand, implement, and follow, you will feel better...

S4: Episode 12 – Is there value in using multiple advisors? Answering Your Financial FAQ’s!

Posted June 20, 2022 • 00:39:35

In today’s episode, the last of Season 4, Stephen Stricklin, along with Paul Brock, answer FAQ’s surrounding retirement planning. In addition to...