Simplify Your Retirement

S3: Episode 8 – How Creating A Legacy of Giving Back to Others Can Be Passed On

Creating a legacy of serving others can inspire your children and those around you to serve and give back to their community.

In this episode,...

S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth With Samantha Compton

Women are a notoriously underserved demographic in the financial industry, even though they are often the ones in the family who make the financial...

S3: Episode 6 – What It Means To Be Free To Serve Others

This season Stephen talked about being free to give and spoke to several clients about what it means to give in their eyes. This episode Stephen transitions...

S3: Episode 5 – What It Means to Give Through A Donor Advised Fund

If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so. 

Enter:...

S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

This season we want to bring on our clients and share some of their stories of giving.

In this episode, Stephen Stricklin is joined by his client...