The 3-Bucket Approach

Unlock the keys to financial peace of mind and freedom with the 3-Bucket Approach, ensuring your goals are met, assets properly allocated, and a personalized plan crafted for a life well-lived.

Simplify Your Retirement® was written with the intention of sharing decades of retirement planning experience with pre-retirees and retirees who are ready to:

Clarify their retirement goals

Create a retirement plan that supports their desired lifestyle

Develop a holistic plan that goes beyond saving and investments

You only get one chance to retire. Simplify Your Retirement® explains how to plan for it.
Meet the Author
As Seen On

Stephen Stricklin, CFP®, CKA®

President & CEO

Stephen is the president and founder of Wise Wealth, LLC, an independent, full-service, education-based, wealth management firm. As a former teacher and coach, he took his passion for education and his enthusiasm for helping others reach their potential to the financial planning industry. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth. 

Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and holds insurance and securities licenses. He is the author of the book, SIMPLIFY YOUR RETIREMENT and host of the Simplify Your Retirement podcast. He has been a finalist for National Retirement Advisor of the Year from Retirement Advisor magazine and has been seen in Forbes, U.S. News and World Report, and on ABC, NBC, and FOX TV networks. In 2022, he earned the national award of “Advisor to Watch” for being one of the fastest-growing firms, among other criteria. Stephen has been married for more than 25 years and has four children. 

Ready to take the next step?

Let’s have a conversation about how we might be able to help you achieve retirement confidence. Fill out the form below, or give us a call at 816.246.9473 to schedule your no-obligation 15-minute consultation.