License To Spend
Get ready to unlock your License To Spend with Tim Whisler from The Whisler Agency! Tune in for expert insights on financial strategies that will empower you to confidently navigate your way to retirement freedom. Embark on a personalized financial adventure where your goals, dreams, and legacy become the main event. Let’s navigate the complexities together and ensure your retirement is not just a destination but a rewarding journey.
Episodes
May 2, 2024 • 29 mins
Are taxes posing a threat to your retirement income? Are you prepared for the challenges of retirement planning, including taxation and legislative risks? Tim Whisler sheds light on the significant role taxes play in retirement planning. He emphasizes the importance of having a strategic plan in place to address taxes and how they can impact …
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April 17, 2024 • 31 mins
How well do you understand required minimum distributions (RMDs) and their impact on retirement planning? Are your plans up to date between the evolving regulations and your own changes in life? Explore the nitty-gritty of required minimum distributions(RMDs) with Tim Whisler and his guest Andy Ives, IRA analyst with Ed Slott and Company. They discuss …
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April 4, 2024 • 22 mins
You don’t want to be worrying about money during retirement. How can budgeting today help your financial plan last into retirement? Will your money be safe against potential challenges leading up to retirement? Tim Whisler dives into the idea of a “License To Spend” during one’s golden years, with a focus on the criticality of …
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September 13, 2023 • 29 mins
Everyone knows sleep and air are some of the most important things in life. How can you maximize the benefits of breathing when awake and asleep? How can that increase in air improve other aspects of your life? In this episode, Tim Whisler speaks with Dr. Daniel Klauer, the clinical director of TMJ, on the …
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August 23, 2023 • 27 mins
Are you nearing retirement and want a set of professional eyes to take a look at your plan? Uncertain about part of your current plan? Working with a retirement income planner could provide resources and information you never thought about. In this episode, Tim Whisler shares his process of working with a client from the …
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August 16, 2023 • 24 mins
You’ve talked with your financial advisor and shared your assets and financials. Now is the time for your advisor to transform that information into the first draft of your retirement plan. In this episode, Tim Whisler dives into the second retirement planning discussion with clients, putting together the information given. He shares the strategies and …
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May 3, 2023 • 31 mins
Change can be a tough process, even if it has the potential to improve our lives, especially when it comes to our finances and retirement planning. But why is this the case? What is the right mindset to adopt when facing these changes? In this episode, Tim Whisler chats about the challenges of adapting to …
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April 19, 2023 • 36 mins
Retirement comes for everyone eventually. How you prepare for it will dictate your life after work. What are pre-retirees focusing on today? In this episode, Tim Whisler shares how his company provides a fiduciary service for clients and his views on financial planning. Tim dives into his views on financial services, from income to the …
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November 30, 2022 • 33 mins
It is no secret that Roth IRAs are popular. How much have you heard? How deep into the information have you considered when thinking about including Roth IRA accounts in your retirement plan? In this episode, Tim Whisler focuses on Roth IRAs, explaining the different aspects of Roth accounts, how they fit within retirement planning …
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October 19, 2022 • 24 mins
One of the most significant challenges that farmers and ranchers face is having a transition planning program in place. In this episode Tim Whisler chats with Lisa Quist, Regional Vice President of Nationwide’s Land As Your Legacy Program. Lisa share’s the program’s purpose and how it helps family farms plan their transition at no cost …
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September 29, 2022 • 32 mins
Preparing to become a caregiver means more than physically caring for a loved one; preparing for the future is just as important as preparing for the present. In this episode, Tim Whisler is joined by Cathy Sikorski, a Family Caregiver, Elder Law Attorney, author and keynote speaker, on being a caregiver and the steps to …
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September 1, 2022 • 34 mins
Retirement planning is ever changing, from government planning to your neighbours opinions. What are the considerations of retirement planning from a financial advisor’s perspective? In this episode, Tim Whisler shares insight gained from a recent IRA workshop and how it changed his thinking towards basic retirement planning accounts, distribution and taxes. Tim discusses: The role …
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July 27, 2022 • 34 mins
During the first six months of 2022, the S&P 500 experienced the worst decrease since 1970. With many mentally prepared for a recession or a depression, it is essential to understand what is currently happening to prepare for the future. In this episode, Tim Whisler dives into market volatility, the current economic standing and what …
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June 22, 2022 • 26 mins
Before hiring a financial advisor and handing over control of years worth of savings, questions should be asked by both involved parties. In this episode, Tim Whisler dives into how he helps potential clients avoid unpleasant surprises before they sign on the dotted line. He shares some questions people should ask potential advisors to protect …
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June 9, 2022 • 30 mins
Traditionally portfolios balance aggressive investments with bonds after retirement. The reality has both investment options on one side of the investment see-saw. In this episode, Tim Whisler dives into financial planning when faced with market bumps. He reveals market trends throughout history, discussing the importance of looking beyond the numbers when planning your portfolio and …
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April 20, 2022 • 26 mins
Buy low, sell high is a phrase often used. What about learning how to avoid the down while earning on the up? In this episode, Tim Whisler is joined by Laurence Black, founder and index advisor at The Index Standard. Laurence shares his expertise in index strategies and investment planning, revealing the importance of planning …
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April 6, 2022 • 29 mins
In any industry, it’s not just about what you know. It’s about who you know. In this episode, Tim Whisler is joined by Jeremy Houser, vice president and senior advisor development consultant at InsurMark and host of the Advisor Mentorship Podcast. Jeremy shares his knowledge as an outside mentorship source, revealing the benefits of leveraging …
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March 23, 2022 • 30 mins
The U.S. Federal Reserve continues to remain uncertain in the early months of 2022. Because of this, for those in or entering retirement, planning for the future is more important than ever. In this episode, Tim Whisler dives into retirement planning preparations for 2022, focusing on retirees and how inflation, market volatility, and taxes impact …
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December 29, 2021 • 29 mins
Medicare can seem like a foreign language to those who don’t look into it on a regular basis. In this episode, Tim Whisler discusses what you need to know about Medicare when planning for retirement. He reveals the different parts of Medicare plans, the role of each and the coverage they provide. Tim discusses the …
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December 15, 2021 • 29 mins
You may hear about RMDs from your retirement planner. But how do required minimum distributions impact your personal retirement plan? In this episode, Tim Whisler shares his knowledge of RMDs, discussing how pensions evolved to retirement accounts with RMDs and the differences between the withdrawal rules of different accounts. He reveals the importance of including …
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