52 episodes

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.

License To Spend Tim Whisler

    • Business

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.

    Navigating Market Volatility in Retirement Planning (Ep. 6)

    Navigating Market Volatility in Retirement Planning (Ep. 6)

    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.  … Read More Read More

    • 27 min
    Crafting a Fulfilling Retirement Plan (Ep. 5)

    Crafting a Fulfilling Retirement Plan (Ep. 5)

    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, … Read More Read More

    • 19 min
    Navigating America’s Retirement Dilemma (Ep. 4)

    Navigating America’s Retirement Dilemma (Ep. 4)

    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 … Read More Read More

    • 28 min
    Understanding Tax Implications in Retirement Planning (Ep. 3)

    Understanding Tax Implications in Retirement Planning (Ep. 3)

    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 … Read More Read More

    • 29 min
    Navigating RMDs and Adapting to Legislative Changes with Andy Ives (Ep. 2)

    Navigating RMDs and Adapting to Legislative Changes with Andy Ives (Ep. 2)

    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 … Read More Read More

    • 31 min
    License To Spend: Budgeting for Retirement Fulfillment (Ep. 1)

    License To Spend: Budgeting for Retirement Fulfillment (Ep. 1)

    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 … Read More Read More

    • 22 min

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