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.


November 30, 2022 33 min

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 and the considerations to consider when choosing to include them within retirement plans. He shares s...

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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 no obligation to them.

 Lisa discusses:

  • The benefits that the client receive when they go throug...
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    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 take before you become one. Cathay shares how to start the conversation, who to talk to about preparing financia...

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    September 1, 2022 34 min

    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 of the IRS in retirement income planning
  • How govern...
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    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 the future holds in planning financially. He reveals the impact of the war between Russia and U...

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    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 their funds and create confidence in their retirement plan.

    Tim discusses:

  • What fiduciar...
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    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 the struggle to balance the see-saw of investmen...

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    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 for the future by decoding current statistics.

    Laurence discusses:

  • Why he decodes indices over creating n...
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    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 industry experts when evolving your business.

    Jeremy discusses:

  • What retirees and soon to...
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    March 23, 2022 30 min

    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 those entering retirement. He also reveals how supply and demand increase the cost o...

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    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 … Continue reading 31. What’s Covered And What’s Not With Medicare →
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    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 … Continue reading 30. Navigating The RMDs Of Retirement Planning ...
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    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 … Continue reading 29. The Life Of Money After Death →
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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 … Continue reading 28. Social Security Beyond “Death Do Us Part” with Beth Ingle →
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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 … Continue reading 27. Prepare for the Future Without a Crystal Ball →
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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 … Continue reading 26. Optimizing Your Social Security With Beth Ingle →
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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 … Continue reading 25. Trust the Experts with Your Retirement Planning →
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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: … Continue reading 24. What is the Ideal Age of Retirement? →
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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 … Continue reading 23. The Psychology Behind Your Money Woes with Maggie Klokkenga →
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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 … Continue reading 22. The Gift Of Giving with Phil Newton →
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