In the Simplify Your Retirement podcast, Stephen Stricklin, CFP®, president and founder of Wise Wealth shares wisdom to help individuals and couples plan for a peaceful and enjoyable retirement. Stephen, with his years of experience and expertise in retirement income planning along with guest experts, will help you achieve “First Wisdom, Then Wealth!” For more information about Wise Wealth visit www.WiseWealth.com or email our team of professionals at info@wisewealth.com.
Aging Well: Legal Planning You Can’t Afford to Ignore with guest, Aaron Love
Planning for retirement is about more than just finances—it’s about protecting your future, your health, and your peace of mind. In this episode of the Simplify Your Retirement Podcast, host Paul Brock welcomes Aaron Love, Elder Care Attorney at Love Law Group, to discuss what it truly means to age well and prepare for life’s uncertainties.
Together, they break down the critical difference between legacy planning (death planning) and incapacity planning (living planning), while highlighting the essential legal and financial steps you should take today to avoid crisis tomorrow.
In This Episode You’ll Learn:
Why incapacity planning is just as important as estate planning.
The essential documents you need in place
Common mistakes with “do-it-yourself” online legal documents—and how they can fail when you need them most.
The importance of planning ahead vs. crisis planning, and what options remain if families wait too long.
Why communication and a clear senior planning checklist can bring peace of mind for loved ones.
And more!
Whether you’re approaching retirement yourself or helping aging parents, this episode will give you clarity, confidence, and practical steps to simplify your planning.
Contact Love Law Group:
planning@lovelawgroup.com
LoveLawGroup.com
816.554.3330
Contact Wise Wealth:
info@wisewealth.com
WiseWealth.com
816.246.WISE (9473)
7 Aug 2025
Aging Well by Staying Right at Home with Brian Cook
In this episode, we’re joined by Brian Cook, owner of Right at Home in Lee’s Summit, Missouri. With nearly 20 years of experience in healthcare administration, Brian offers valuable insight into aging, long-term care, and how families can support loved ones in staying at home safely and comfortably.
As financial advisors, we understand that one of the biggest threats to a retirement plan is the rising cost of long-term care. Brian’s work directly supports families in managing that risk — not just financially, but emotionally and practically — by helping seniors age in place with dignity and independence. His organization focuses on helping clients age in place by providing non-medical home care services, including assistance with daily activities, transportation, and companionship. They are dedicated to improving the quality of life for aging adults while also being a trusted resource for families navigating the challenges of caregiving.
Equally important is the financial side of care — knowing how to plan for it and how to ensure your loved ones are protected. It all starts with a conversation. Whether you're preparing for your own future or helping aging parents, there's no better time to plan than now.
Contact Wise Wealth: www.wisewealth.com/contact-us, by email at info@wisewealth.com, or by phone at 816.246.WISE (9473)
Right at Home (816) 277-0837 www.rightathome.net/lees-summit
3 Jul 2025
The Key to Aging Well with Senior Advocacy Expert, Christina Wilkins
Christina Wilkins, COO of Advocates for Seniors, discusses how her firm supports seniors through legal, health, and financial challenges, offering crucial assistance during aging and life transitions in this interview.
Inside a recent episode
Aging Well: Legal Planning You Can’t Afford to Ignore with guest, Aaron Love
Published 21 Aug 2025 · Transcript excerpt
[…] The other thing that goes along with that is a HIPAA authorization. So it's important that those are updated. HIPAA though is huge. It's a big deal because it gives right to get your protected health care information, but it's not a decision making document. It still allows you to be a good consultant, even if your loved one is not yet incapacitated. For the financial side, this document is called many things and as part of the confusion, it could be called a general durable power attorney durable meaning it's good through incapacity. It could be called a financial durable power attorney. They mean the same thing that's dealing with non -health care basically, your financial affairs. […]
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