Simplify Your Retirement

Planning for retirement is about more than just finances—it’s about protecting your future, your health, and your peace of mind. In this episode of the Simplify Your Retirement Podcast, host Paul Brock welcomes Aaron Love, Elder Care Attorney at Love Law Group, to discuss what it truly means to age well and prepare for life’s uncertainties. Together, they break down the critical difference between legacy planning (death planning) and incapacity planning (living planning), while highlighting the

In this episode, we’re joined by Brian Cook, owner of Right at Home in Lee’s Summit, Missouri. With nearly 20 years of experience in healthcare administration, Brian offers valuable insight into aging, long-term care, and how families can support loved ones in staying at home safely and comfortably. As financial advisors, we understand that one of the biggest threats to a retirement plan is the rising cost of long-term care. Brian’s work directly supports families in managing that risk — not ju

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 ne

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 re

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 typi

In this episode, Stephen Stricklin, Founder & President of Wise Wealth, is joined by Paul Brock, Vice President. They discuss the importance of having a comprehensive financial plan, focusing on key components such as a liquid plan, an income plan, and a growth plan. One major risk for retirees is long-term care, which should always be addressed in any financial plan. Additionally, the concept of short-term care is becoming increasingly relevant in retirement planning. Paul Brock, an insurance