From Confusion to Clarity: Steve Short & Mark Schlipman’s Simple Wealth Code

Ever feel like “investing” is code for confusion? This episode gives you a simple, step-by-step wealth plan you can actually follow—no jargon, no hype. If financial freedom, retirement planning, and 401(k) strategies have felt out of reach, this is your on-ramp.

💡 The Simple Roadmap That Actually Works

  • Save 20% using their flipped 50/20/30 budgeting rule and automate it.
  • Build three “buckets”: 0–2 years (emergency fund), 2–5 years (near-term goals), 5+ years (stock market). Emergency fund target: 3–6 months of expenses.
  • View market dips as “flash sales,” not failures—long-term stock market returns have averaged about 10% annually.

📈 Stay Invested: The Data That Kills Market-Timing

Schwab’s 20-year analysis shows investing immediately earned 92% of “perfect timing”—and crushed procrastination. Translation: time in the market beats timing the market.

🧰 Quick Wins You Can Use Today

  • Max your 401(k) match: common formula = 100% on 3% + 50% on next 2% (effective 4% extra); overall average employer contribution ~4.8%.
  • Start with 2–5% if 20% feels big; automate increases.
  • Use dollar-cost averaging to reduce stress and build consistent savings with a fiduciary advisor mindset guiding decisions.

If you’re interested in this, here’s a link to their book: www.simpleroadbook.com

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Testimonials

"I thought our webinar was great... and then Steve showed me a few small tweaks that I had never seen before. His advice added several percentage points to our close rate instantly"
Alina Vincent
Founder of Business Success Edge
"Working with you gave me the confidence to show up and perform my webinar in a way that really connected with my audience... and raised my conversion dramatically"
Marley Jaxx
CEO of Jaxx Productions
“Steve' coaching just literally changed everything for my upcoming Live Event!! I was a little nervous about how to structure it and fill it... Yikes. But Steve took my topics, broke down how each session should flow, the best times to talk about my big offer, as well as gave the BEST tips on how I could show up and deliver maximum value to the attendees! And then he gave me a specific strategy on how to FILL it! like...what? Thank you Steve Werner I'm going in confident to my live event ready to rock it!"
Eileen Wilder
Author & Business Coach
"That guy just exposed me 😱 I hired Steve Werner to help us execute our live event properly and he hit me with so many questions and ideas that would have been humiliating to learn the hard way and leave 100k+ on the table.

If you are holding a live event it is a disservice to your audience and bad business to not have a call with Steve first."
Jimmy Coleman
Founder at LeadBaller
"Steve was able to help us with one of the most stressful things I’ve ever done! He helped us pick speakers and craft our talks.

As an MC he kept the energy up and helped maximize sales."
Hunter Thompson
CEO at Raising Capital | Raise Masters
“I'm in a couple of masterminds with Steve and he has called me out on major mistakes I was making, helped me short cut processes, and give me advice on things none of my mentors saw. He is crazy talented!"
Carla White
Founder, Director, CEO at Hiro.fm
“Steve was a huge help in growing my business.

He helped me talk about my business in a way that attracted my ideal clients and allowed me to raise my prices...totally changing my business for the better.”
Carmen Gélinas
Spiritual Teacher and Energy Healer
"Steve was able to help me build a heart centered presentation that converts! His ability to help others build story based presentations is second to none"
Debbie Hoffman
CEO & Founder at Power-Up Your Follow-Up

Case Studies

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“You helped us make our language more natural and approachable—so it felt like a real conversation, not a script, and changed our conversion to over 50%.”

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“I tried webinars 3 other times and never was successful. You showed me how to craft a webinar that was authentic and felt good, and consistently closed 13%+ leading to my best year in business.”

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“You helped me structure my event for maximum impact, building momentum and aha moments that set the audience up for transformation, and ultimately led to much higher sales.”

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“Steve gave us the step-by-step strategy to choreograph our event—from the experience to the upsell. I had no idea there was such a science to it, but it works, and led to drastically more sales.”

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“I needed someone to pull me through this—and Steve did. He helped me structure the event in the right order and held me accountable to keep the event on track—leading to an over 35% close rate. His passion and authenticity made all the difference.”

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“Steve helped me refine my lead generation, event page, and sales strategy. His guidance on pricing alone brought in an extra $20K—game changer!”

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“Steve showed me 2 secrets that worked and kept my audience engaged and eager for more. He also helped me refine my webinar flow—removing the pressure while keeping people watching till the end and closing more sales!”

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“Steve gave me clear frameworks that removed the guesswork. I thought I knew events, but running my own was different. He showed me the right levers to pull, leading to an 8x growth rate and millions in sales from our event.”

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“Steve makes offers persuasive and undeniable to the right people. He helped me set boundaries, avoid low-commitment buyers, and focus on those who truly benefit. Now, I barely have to sell—people are eager to buy.”

Reviews

Steve Knows His Stuff

"I've hired Steve to help us with our online presentations and have seen him teach this same content on stage at 2 conferences I was speaking at. He's very knowledgeable, practical and actionable to get people moving from passion to profits quickly - highly recommended!"
Michael D. Butler
CEO at Beyond Book Publishing
Top Notch!

"Steve Werner is one of the most brilliant marketers I know. If you want to master the game of selling, definitely work with Steve. Highly recommend!"
Mark Stern
CEO at Custom Box Agency
Steve Werner brings value!

"I have listened to Steve speak on a few occasions. I always look forward to his session because he brings immense value. He is a great storyteller too. So not only is he keeping our attention with stories, he ties that in with value where we can walk away with something that can benefit our business."
Harry Spaight
Founder at Selling With Dignity
Tons of Value!

"Working with Steve has been such a positive experience. Besides just being an all around good guy who is invested in helping you succeed, he brings wealth of research and experience to helping you shape your story and expand your sales. After being disappointed by many who promise value but don't quite deliver, working with Steve was such a breath of fresh air."
Erin Arnold
PT, MPT, LMT
All the right tools

"I recommend Steve because he has helped me with ideas to grow my brand. Steve adds value into our conversations all the time and I have learned to generate more income by using his tactics and tools as a monetization expert. My perspective with money has changed! Thank you so much for all of your help Steve!!"
Maria Rodriguez
Owner of Girl Code Fitness & Nutrition
Steve is brilliant!

"Have you ever met a person and think to yourself, "That man is doing EXACTLY what he was meant to do for this world!" When it comes to sharing of his gifts and helping others share theirs through the gift of story-telling, Steve is the best there is. Steve paid a visit to my Wealth Minded Mastermind and shared his brilliance. He enabled us all to serve our various tribes in even greater ways by finding OUR authentic story. We all have one right?! God bless you Steve and thanks again!"
Lisa Williams
Psychic Medium, Spiritual Teacher & Bestselling Author
Do whatever you can to get to Steve's events!

"Steve's events are like no other I've attended. They are personal, interactive and loaded with actual, behind the scenes stories combined with step-by-step instruction applied to attendee's business.

Somehow he manages to keep the details of each his attendee's businesses in his head and offers real-time examples of how to apply each concept... and his speakers! ... teach, so you come away feeling like you have something you can put into action right away. His care and integrity are apparent. If you are interested in reaching more people and accelerating the growth of your business... Do whatever you can to make it to one (or many) of his events. You will not regret!"
Barbera Aimes
Marketing Strategist, Business Coach
Amazing speaker

"Steve is powerful speaker. He will leave your audience inspired and ready to take action. The knowledge he brings to the stage is life changing. I highly recommend him for your next event!"
Jesse Cruz
CEO Merge Worldwide
Steve rocked his talk to my clients

"Hired Steve to talk to my clients at an online event and it was amazing. He consistently engaged the audience and delivered tons of value to my clients. Would definitely hire again."
Yigal Adato
Founder of Leaderato

Blog Posts

From Confusion to Clarity: Steve Short & Mark Schlipman’s Simple Wealth Code

October 20, 2025

Most people think financial freedom is complicated — but what if it’s actually simple? In this episode, Steve Short and Mark Schlipman, co-authors of The Simple Road Towards Financial Freedom, share how small, consistent steps can lead to massive results. They break down their “Simple Wealth Code,” the mindset that makes saving automatic, and why it’s never too late to start building your financial freedom.

From Chaos to Cash Flow: Jennifer Fizer’s Financial Awakening for Every Business Owner

October 13, 2025

Ever feel like your business is thriving on paper but broke in reality? In this eye-opening episode, Jennifer Fizer, CEO of MKB and Fractional CFO, exposes the hidden money habits that quietly drain your business. From shiny-object spending to “reinvesting” gone wrong, Jen reveals how simple financial awareness and a forward-focused mindset can transform chaos into predictable cash flow. Whether you’re scraping by or scaling fast, this conversation will change how you see—and manage—your money forever.

Why Carly Kass Says ‘The Customer Isn’t Always Right’—And How That Grows Business Faster

October 6, 2025

When does great customer service actually start hurting your business? Hospitality expert Carly Kass challenges one of the oldest rules in the book—“the customer is always right.” From managing casinos to consulting law firms and financial planners, Carly reveals how empathy, awareness, and genuine connection—not blind agreement—create loyal clients, happier teams, and stronger profits. This conversation will change how you think about service, leadership, and what it truly means to make people feel seen.

The Best Event Agendas Aren’t Built Around Content—They’re Built Around Beliefs

October 1, 2025

Most event agendas are built around content. The best ones are built around beliefs. In this post, Steve Werner shares what the best motivational speakers do to create lasting impact, and how to structure your next keynote or motivational speaking event around transformation, not just information. If you’re planning your next event and want real change, this is the framework to follow.

Stop Pitching to the Room—Start Pitching to the Identity They Want to Step Into

September 30, 2025

Most pitches fail because they target who the audience is—not who they want to become. In this post, Steve Werner breaks down how to craft a great pitch that speaks to identity, not just information. Whether you’re refining your book pitch, working on your elevator pitch, or learning how to resonate with your ideal buyer, this guide shows you how to tell a story, make a connection, and pitch the transformation—not just the product.

You Don’t Need a Better Pitch—You Need Better Permission

September 27, 2025

Most founders obsess over building a better pitch, but the real issue is pitching before earning permission. Whether you’re speaking to a potential investor, editor, or publicist, dropping a cold elevator pitch without context leads to rejection—even if your business idea is gold. This blog unpacks why smart founders ask before they pitch, how to avoid forced monologues at networking events, and what actually gets people to say yes.

Stop Relying on Slides to Keep People Awake—Use a Professional MC Instead

September 26, 2025

Most events lean too hard on slides, hoping they’ll keep the audience engaged. But here’s the truth: a professional MC does more than introduce speakers—they drive your key goals, boost engagement, and guide your entire audience through an unforgettable experience. Backed by systematic reviews and meta-analyses, this blog explains why the master of ceremonies is the smartest move you can make if you’re serious about meeting your KPIs and delivering on your event goals.

Most Hosts Only Sell Once—The Smart Ones Sell Across All 3 Days

September 25, 2025

Most hosts only sell tickets once—before the event. But smart hosts design their entire 3-day experience to build relationships, boost engagement, and sell tickets online across all sessions. In this blog, Steve Werner reveals a proven event marketing strategy to increase event ROI, improve the attendee experience, and keep ticket revenue flowing during and after your live events.