License To Spend

Creating the First Draft of Your Retirement Potential (Ep. 44)

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You’ve talked with your financial advisor and shared your assets and financials. Now is the time for your advisor to transform that information into the first draft of your retirement plan.

In this episode, Tim Whisler dives into the second retirement planning discussion with clients, putting together the information given. He shares the strategies and technology used to build a retirement plan and analyzes various aspects of their financial details, including underperforming funds, market volatility, tax liability, and healthcare expenses.

Tim discusses:

  • The importance of transparency from the clients when it comes to their financial situation
  • How he uses the Retirement Analyzer to help create a first draft of the retirement plan and test it against future outcomes
  • The impact of health care and social security on the stability of the retirement plan
  • Why clients should treat their retirement plan as a living document to be reviewed and updated consistently
  • And more! 

    • Connect with Tim: 

    • Email: Tim Whisler 
    • LinkedIn: Tim Whisler, CRPC®, CLTC®
    • The Whisler Agency
    • LinkedIn: The Whisler Agency

      •  Book a Call with Tim:

      • Schedule a call

        • Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser.

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        License To SpendBy Tim Whisler
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