License To Spend

Tim Whisler
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License To Spend Podcast

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.

  1. 17 SEPT

    Integrating Housing Wealth into Your Retirement Plan with Don Graves (Ep. 8)

    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 … Read More Read More

    36 min

  2. 13 AUG

    Understanding Home Equity as a Retirement Asset with Don Graves (Ep. 7)

    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 … Read More Read More

    37 min

  3. 16 JUL

    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

  4. 26 JUN

    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

  5. 23 MAY

    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

    29 min

  6. 2 MAY

    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

    30 min

  7. 17 APR

    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

  8. 4 APR

    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

    23 min
See All (54)

About

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.

Information

  • Creator
    Tim Whisler
  • Years Active
    2020 - 2024
  • Episodes
    54
  • Rating
    Clean
  • Copyright
    Copyright © 2024 License To Spend
  • Show Website
    License To Spend

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