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Episode 18 – Retirement Planning 101—Part 1
You don’t have to be a professional financial advisor to understand the basics of planning.
In part one of this two-part series, Tim Whisler dives into five of the most common mistakes 401(k) and IRA owners make. Tim helps you discover the taxes you are paying but shouldn’t be, and shares ways you could save even more.
You will learn:
Listen now as Tim Whisler reveals the taxes you could avoid when planning your retirement!
Resources: Tim Whisler | The Whisler Agency: (309) 291-0491
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.
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By Tim Whisler
5
33 ratings
You don’t have to be a professional financial advisor to understand the basics of planning.
In part one of this two-part series, Tim Whisler dives into five of the most common mistakes 401(k) and IRA owners make. Tim helps you discover the taxes you are paying but shouldn’t be, and shares ways you could save even more.
You will learn:
Listen now as Tim Whisler reveals the taxes you could avoid when planning your retirement!
Resources: Tim Whisler | The Whisler Agency: (309) 291-0491
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.