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 1, 2025 • 32 mins
Ladies, are you confident in your financial future? Whether married or single, being on top of your finances is crucial. Are you prepared for the unique challenges women face in retirement? Tim Whisler, CRPC®, CLTC® chats about the importance of women’s financial empowerment and understanding retirement planning. Delve into key areas like longevity concerns, the …
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April 22, 2025 • 26 mins
Are you ready to face the challenges of transforming your savings into a lasting income stream for your retirement years? This week, Tim Whisler explores the complexities retirees encounter when transitioning from earning a paycheck to generating a consistent income on their own. With valuable insights and practical strategies, he shines a light on the …
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March 18, 2025 • 31 mins
What does a fulfilling retirement really look like? In this episode of License to Spend, Tim Whisler invites listeners to explore the psychological shift that accompanies retirement. Tim delves into the compelling story of Jim, a former executive, to illustrate common challenges retirees face and how finding purpose can lead to a fulfilling post-career life. …
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February 19, 2025 • 30 mins
We all age, but some birthdays mean more than just another candle on the cake—they’re critical for retirement planning. This week, Tim Whisler dives into the crucial ages that play a pivotal role in retirement planning, from critical decisions starting at age 50 to the implications of reaching 70 ½ and beyond. You’ll learn how …
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Changes to the federal tax code could significantly impact your financial planning and retirement strategies. What changes might be coming to the Tax Cuts and Jobs Act? How can you prepare for potential tax increases? In this episode of Your License to Spend, Tim Whisler dives into the intricacies of the Tax Cuts and Jobs …
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December 18, 2024 • 34 mins
Are you confident in your financial strategy for retirement? Have you ever wondered who can help manage your day-to-day finances when life’s challenges make it difficult to keep up? Tim Whisler is joined by Michelle Brown, a daily money manager from Advocate Money Management, who shares her insights on how daily money management can provide …
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November 22, 2024 • 29 mins
Annuities often carry a bad reputation, but could they be the unsung hero of your retirement plan? In this episode, Tim Whisler breaks down the complexities of annuities, offering a comprehensive look at their various types and features. He explains how these financial tools can play a crucial role in generating retirement income. You’ll get …
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October 16, 2024 • 38 mins
Are you confident that you’ll have enough savings to last through retirement, or does the thought make you uneasy? Tim Whisler emphasizes the vital need for financial literacy early in life and explores how saving discipline and commitment can pave the way for a secure retirement. We discuss both the benefits and strategies for managing …
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September 17, 2024 • 36 mins
According to recent studies, using housing wealth strategically can extend your retirement savings by five to seven years. Are you prepared to maximize your home’s potential to secure your financial future? Tim Whistler is joined by Don Graves, President and Founder of the Housing Wealth Institute, to delve into incorporating housing wealth into your retirement …
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August 13, 2024 • 37 mins
Have you ever wondered if home equity could transform your retirement income? Tim Whistler welcomes Don Graves, President and Founder of the Housing Wealth Institute, to delve into the topic of using housing wealth as part of retirement income planning. Don discusses the concept of the “fourth bucket” represented by home equity and how incorporating …
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July 16, 2024 • 27 mins
Are you prepared for financial uncertainty in your retirement? How can you increase your sense of security as you move past your working years? Tim Whisler dives into the importance of preparing for financial uncertainty, addressing how retirees can protect their assets from market volatility, ensure a stable income, and manage unexpected expenses like healthcare. …
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June 26, 2024 • 19 mins
Many believe that retirement planning is all about saving enough money, but there’s so much more to it. It’s also about realizing what you want your retirement to look like and mapping out a path to get there. Join Tim Whisler from the Whistler Agency as he delves into transforming your retirement visions into tangible, …
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May 23, 2024 • 28 mins
Are you ready to navigate the shifting landscape of retirement planning? Tim shares insights on this topic from a documentary Tim Whisler dives into the critical shifts in retirement planning, highlighted in the revealing documentary “The Baby Boomer Dilemma” by Douglas Orchard. He explores the importance of protecting assets for retirement income, from defined benefits …
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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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