In this season of Simplify Your Retirement, we focused on the Wise Wealth mission of guiding investors on the path to financial significance, where they are free to give and serve and to enjoy a life like never before.

In this episode, Stephen Stricklin is joined by Bekah Stever, AAMS®, chief growth officer & director of compliance at Wise Wealth. Bekah helps us tie up the season as we look back at how Wise Wealth has given and served this past year. Bekah also shares why giving and serving is special to her.

Bekah discusses:

  • Why she chose to work at Wise Wealth
  • How Wise Wealth was involved in giving this year
  • How Wise Wealth served widows and widowers
  • The client appreciation event, and why giving and serving is special to her

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Being free to enjoy life in retirement is one of the missions of Wise Wealth. But you should be enjoying life all the time.

In this episode, Stephen Stricklin is joined by Jonathan Dold, a financial advisor at Wise Wealth. Jon is not retired, but he has been living the Wise Wealth mission of enjoying life for quite some time. He shares his background in finance, how he’s been enjoying life, and his experience with First Tee, a youth development golf organization that he is involved with.

Jon discusses:

  • Why he became a financial advisor
  • How he chooses to enjoy life
  • His experience with First Tee
  • What giving and serving means for organizations and those involved

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What does retirement look like to you? How do you plan to enjoy your retirement?

In this episode, Stephen Stricklin is joined by clients Barry and Linda, who share how they are enjoying retirement, and how planning has made their retirement successful. He is also joined by a client, Jeff, who discusses the plans he and his wife Janie have for their own retirement.

They discuss:

  • Barry and Linda’s experience living in an RV and travelling around the United States in retirement
  • Jeff’s experience living on a lake with his family and what their future retirement plans hold
  • Barry and Linda’s advice for retirement planning and what they wish they had done sooner
  • Jeff shares what he’s been doing to ensure his daughter’s future, and why having a plan is so important

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Everyone wants to go on vacation. But work often limits the amount of time you can spend away.

In this episode, Stephen Stricklin is joined by Mark Comfort, owner of Cruise Holiday and Comfort Tours & Travel. Mark dives into the third part of the Wise Wealth mission statement, the ability to be free to enjoy life, and the role of vacations within your retirement goals.

Mark discusses:

  • The importance of saving disposable income for retirement
  • Mental and physical benefits of vacation
  • Why retirees go on more vacations
  • Mark shares his favorite vacation spots

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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, Stephen Stricklin is joined by his client Bruce. Bruce is a retiree, and formerly worked at Hallmark. In his retirement he has taken up the Wise Wealth mission of serving. Bruce shares the details of his involvement with a community organization and how his father inspired him to give back to others.

Bruce discusses:

  • His background working for Hallmark and how he got into serving
  • How his father influenced his desire to serve
  • Why he encourages others to seek a retirement planner early
  • The freedom his financial plan provides and how that enables him serve

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

With the Wise Wealth mission to serve in mind, Samantha Compton created Wise Women, LLC.

In this episode, Stephen Stricklin is joined by Samantha Compton of Wise Wealth and founder of Wise Women, LLC. Samantha shares the history of Wise Women and the mission for the organization. She also speaks about what serving means to her, and how she has made a personal commitment to serve.

Samantha discusses:

  • How the pandemic impacted her willingness to serve and why she’s finding the purpose and desire to serve again
  • The types of education events available at the Wise Women meetings
  • Wise Women’s involvement in giving and serving

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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 to talking about being free to serve.

In this episode, Stephen Stricklin is joined by his client Brad. Brad shares a little about himself and how he gives back to others, and is free to serve. He is chairman of the board at Children International in Kansas City, a humanitarian organization.

Brad discusses:

  • When he knew it was the right time to retire
  • How he serves both in his community and internationally
  • How you can work through foundations to multiply what you’re doing and how you’re serving
  • A detailed dive into his work and the work of Children International

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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: donor advised funds.

In this episode, Stephen Stricklin is joined by clients Larry and John, who each run a donor advised fund. They discuss how these funds work, and the primary advantages to giving through a donor advised fund. Larry and John share a few details about their own donor advised funds, why they were started and why they like to give.

Stephen, Larry, and John discuss:

  • What a donor advised fund is
  • Three primary advantages to using a donor advised fund
  • Their thoughts about what it means to be free to give

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Charitable donations have tax benefits, but that’s not the primary reason you should be generous.

In this episode, Stephen Stricklin is joined by Evan Lange, president of the Midwest Region for The Signatry. Evan shares what makes giving so great, looks at tax deductions individuals receive when they make a donation and explains what a donor advised fund is.

Evan discusses:

  • The primary motivation for why people give
  • Giving appreciated property to charitable organizations
  • Why you should be itemizing your deductions
  • Using donor advised funds
  • Best funds to use for Charitable Donations after age 72
  • How to experience the joy, peace and purpose of giving

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Stephen Stricklin, Wise Wealth

Stephen Stricklin, Wise Wealth

Stephen Stricklin shares wisdom to help baby boomers plan for a peaceful and enjoyable retirement.