Whisler While You Retire

Whisler While You Retire

Welcome to Whisler While You Retire with Tim Whisler from The Whisler Agency. Here you will learn how Tim helps clients avoid taking unnecessary risks in retirement. With a fiduciary responsibility, Tim’s mission is to help retirees and soon-to-be retirees create a greater sense of confidence about their retirement plan.

Episodes

November 24, 2021 26 min

Death and taxes are the two most certain events in a person’s life. How can you continue the implementation of your financial plan after death?

In this episode, Tim Whisler discusses the difficult topic of death and how to plan financially for this certainty in life. Tim shares two stories about death and the financial planning involved. He discusses how having a plan can not only ease the transition but also increase the legacy yo...

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Marriage vows always speak about “until death do us part”—Social Security works beyond death.

In this episode, Tim Whisler is joined again by Beth Ingle, a certified senior advisor with Living By Your Design. Tim and Beth use examples to discuss spousal benefits and survivor benefits of Social Security and detail how different scenarios could impact the benefits each party receives.

Beth discusses:

  • How Social Security spousal benef...
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    There is always a risk when entering the stock market. What will that risk be in 20, 30, 40 years when you retire?

    In this episode, Tim Whisler takes a deep dive into sequence of return risk, detailing what it is and how he helps clients prepare for the future without a crystal ball. Tim discusses how he turns potential losses into zeroes and the benefits of such transformations within your retirement plan.

    Tim discusses:

  • The two m...
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    With so many people in the US taking advantage of Social Security benefits within their retirement plan, it’s important to fully understand how to make the most of the program and ensure that you’re receiving the optimal benefit..

    In this episode, Tim Whisler is joined by Beth Ingle, a certified senior advisor with Living By Your Design. Beth shares her knowledge about Social Security benefits and discusses what could happen to you...

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    When you have a water leak, you call a plumber. When you need to create or manage a retirement plan, you call a retirement income specialist.

    In this episode, Tim Whisler discusses the role that a retirement expert plays within retirement planning. Tim shares the difficulties of self-managing a retirement plan and the different elements of a holistic financial plan.

    Tim discusses:

  • Why you should hire a retirement expert
  • The difficul...
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    September 15, 2021 27 min

    Your retirement age can impact the cost and benefits gained during your retirement.

    In this episode, Tim Whisler reveals the flow of retirement as you age, from high to low spending. Tim discusses the risks you should consider when planning retirement and how a delay in retirement could grant you huge financial benefits.

    Tim discusses:

  • The retirement spending smile
  • The importance of risk management when it comes to your retirement s...
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    Have you ever felt you were living paycheck to paycheck, or felt stressed when talking to a financial advisor about your financial situation?

    Did you know that these reactions have a scientific explanation?

    In this episode, Tim Whisler is joined by Maggie Klokkenga, CPA, CFP®, financial coach at Make A Money MindShift, LLC. Maggie shares her journey from financial planning to financial coaching and the fascinating psychology behind...

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    August 18, 2021 21 min

    When you hear the word legacy, what comes to mind? What do you want your legacy to be? The legacy you leave behind can begin with a simple donation.

    In this episode, Tim Whisler is joined by Phil Newton, founder and partner of Perennial Partners. Phil shares how charitable gifting can be beneficial for your retirement planning and your financial legacy.

    Phil and Tim discuss:

  • The benefit of donating your IRA distribution to charity
  • H...
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    With many working from home due to COVID, how can you maintain a healthy lifestyle while working in a less ergonomic environment?

    In this episode, Tim Whisler is joined by Pauline Pearson, a licensed massage therapist dedicated to helping others achieve their healthiest selves. She reveals what you can do while working from home to achieve a healthier lifestyle and the importance of relaxing and recharging yourself physically and m...

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    What is your magic number to create the retirement you dream about? Do you know how much you truly need to have saved to live your dream retirement?

    In this episode, Tim Whisler shares his process for helping clients create a retirement plan around their personal retirement number. Tim discusses the important questions you should be asking yourself and how the answers could benefit your retirement plan.

    Tim discusses:

  • The importanc...
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    How much are you paying in fees and taxes on your retirement plan? Do you know how much less you could be paying when you learn about other retirement accounts? In part two of this two-part series, Tim Whisler reveals the last five mistakes that could jeopardize your retirement. He discusses how fees and taxes … Continue reading 19. Mistakes That Could Jeopardize Your Retirement — Part 2 →
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    You don’t have to be a professional financial advisor to understand the basics of planning. In part one of this two-part series, Tim Whisler dives into five of the most common mistakes 401(k) and IRA owners make. Tim helps you discover the taxes you are paying but shouldn’t be, and shares ways you could save … Continue reading Episode 18 – Retirement Planning 101—Part 1 →
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    In the digital age, hackers are expected. How can you ensure that you are protected online? In this episode, Tim Whisler is joined by Kirk Hasty, senior client solution architect at VMware Carbon Black, to discuss cyber security and the threat of online attackers. Tim and Kirk share steps you can take to keep your … Continue reading Episode 17 – Protection In The Digital Age – With Kirk Hasty →
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    Considering the stimulus spending rates, debt issues, GDP ratios, and market factors—is the economy truly on a sugar rush?  In this episode, Tim Whisler explains what’s going on in the market now with all the big changes that have happened recently, and how you can potentially benefit from them! You will learn: The stimulus spending … Continue reading Episode 16 – Is It Really A Financial Sugar Rush?! →
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    A 401(k) retirement plan offered by your employer can be a great savings tool, as long as you take advantage of it, and manage it correctly. However, 401(k) questions surrounding employment, retirement, taxes, and the IRS arise all the time, and to clarify potential doubts, Tim Whisler reviews them all to explain the different 401(k) … Continue reading Episode 15 – So You’re Retiring or Switching Jobs: What Do You Do With Your 401(...
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    By now, you know that you MUST prepare for longevity as you approach retirement.? But what does the process look like? What are the available options for long-term care policies?? How to fund a plan?? What are the key policy elements? In part two of this mini-series, Tim Whisler is once again joined by the … Continue reading Episode 14 – A Deep Dive Into Longevity Planning – Part 2 – With Bill Comfort, CSA?, CLTC? ?
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    When approaching retirement, retirees and pre-retirees should focus on learning new things, having a comfortable income stream, and most importantly, planning for longevity. In this episode, Tim Whisler sits down with the president of Comfort Long Term Care, and the director of training and development for the certification in long-term care designation, Bill Comfort, CSA®, … Continue reading Episode 13 – Planning for Long-Term Car...
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    Since 1948, The Christian Center, in Peoria, Illinois, has had a mission to provide a place where Christians could grow and the lost could find Christ. But how is this related to sports and recreational activities? In the latest episode of Whisler While You Retire, Tim Whisler sits down with the organization’s managing director, Chad … Continue reading Episode 12 – Growing Spiritually Through Athletic Programs – With Chad Bailey →
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    Following the end of former MLB pitcher Kyle McClellan’s career with the St. Louis Cardinals, he and his wife founded Brace for IMPACT 46, a non-profit organization following a life-changing mission to Haiti.  In this episode, Tim Whisler sits down with Kyle McClellan to review his journey as a baseball player, and discuss his non-profit … Continue reading Episode 11 – Brace for IMPACT 46 — with Guest Kyle McClellan →
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    Has your spending got a little out of hand as a result of COVID-19? Don’t worry, we’re here to help!  In this episode, Tim Whisler gives you an easy four-step plan to help you get your finances back on track, so you can keep heading towards your ideal retirement. As relatable as ever, Tim gives … Continue reading Episode 10 – Get Your Finances Back on Track Today [4 Easy Steps!] →
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