41 episodes

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.

Whisler While You Retire Tim Whisler

    • Business

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.

    Deep Diving Into Roth IRAs (Ep.41)

    Deep Diving Into Roth IRAs (Ep.41)

    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 … Continue reading Deep Diving Into Roth IRAs (Ep.41) →

    • 33 min
    Land As Your Legacy Program For Farmers With Lisa Quist NFM-22448AO (10/22) (Ep.40)

    Land As Your Legacy Program For Farmers With Lisa Quist NFM-22448AO (10/22) (Ep.40)

    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 … Continue reading Land As Your Legacy Program For Farmers With Lisa Quist NFM-22448AO (10/22) (Ep.40) →

    • 24 min
    Becoming A Caregiver with Cathy Sikorski (Ep.39)

    Becoming A Caregiver with Cathy Sikorski (Ep.39)

    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 … Continue reading Becoming A Caregiver with Cathy Sikorski (Ep.39) →

    • 32 min
    Planning For Taxes And Retirement (Ep.38)

    Planning For Taxes And Retirement (Ep.38)

    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 … Continue reading Planning For Taxes And Retirement (Ep.38) →

    • 34 min
    Preparing Your Financial Plan After Market Volatility (Ep.37)

    Preparing Your Financial Plan After Market Volatility (Ep.37)

    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 … Continue reading Preparing Your Financial Plan After Market Volatility (Ep.37) →

    • 34 min
    How To Confidently Hire A Financial Advisor (Ep.36)

    How To Confidently Hire A Financial Advisor (Ep.36)

    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 … Continue reading How To Confidently Hire A Financial Advisor (Ep.36) →

    • 26 min

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