Simplify Your Retirement

Recent Episodes

Season 6 Episode 7 Retire "Wellthy" Creating a Purposeful and Confident Life in Retirement

Posted December 26, 2024 • 00:35:09

In this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life transition...

Season 6 Episode 6 Legacy Beyond Dollars: Sharing Wisdom, Values, and Family Stories

Posted December 23, 2024 • 00:31:27

In this episode, we are joined by Kim Berwald, owner of Celebrating Personal Treasures. Founded 22 years ago, she has a passion...

Season 6 Episode 5 Biblically Responsible Investing: A Deeper Look at Values-Driven Portfolios

Posted November 27, 2024 • 00:32:55

“Every client deserves the right to invest according to their values.” This is a quote from one of our guests, Mark Reifer. He’s a financial advisor,...

Special Episode: Post-Presidential Election Results Outlook

Posted November 8, 2024 • 00:24:07

In this special edition of the Simplify Your Retirement Podcast, Stephen Stricklin, CFP® President of Wise Wealth, and Vice President Paul Brock discuss...

Season 6 Episode 4 Principles of Investing: Buiding a Portfolio with Purpose

Posted October 24, 2024 •

In this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio...