Episodes

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 impac...

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 ongoin...

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 offi...