By Tim Whisler
5
33 ratings
The podcast currently has 56 episodes available.
Annuities often carry a bad reputation, but could they be the unsung hero of your retirement plan?
In this episode, Tim Whisler breaks down the complexities of annuities, offering a comprehensive look at their various types and features. He explains how these financial tools can play a crucial role in generating retirement income. You’ll get a balanced perspective on the benefits and drawbacks of annuities, helping you make more informed decisions for your financial future.
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This episode will leave you with a clearer understanding of how annuities might fit into your retirement strategy.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
Are you confident that you’ll have enough savings to last through retirement, or does the thought make you uneasy?
Tim Whisler emphasizes the vital need for financial literacy early in life and explores how saving discipline and commitment can pave the way for a secure retirement. We discuss both the benefits and strategies for managing 401(k)s, IRAs, and the burgeoning significance of Roth accounts, ensuring you have the right financial plan set for the decades ahead.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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 income plan through the use of modern reverse mortgages. They explore the fundamentals of reverse mortgages, the benefits of a growing line of credit, and practical case studies on how retirees can utilize this often-misunderstood financial tool to enhance their retirement security.
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About our Guest:
Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the president and founder of the Housing Wealth Institute, an Author of three books, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning.
Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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 it into your retirement strategy can make a significant difference.
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About our Guest:
Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the president and founder of the Housing Wealth Institute, an Author of three books, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning.
Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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, fulfilling experiences. Tim invites you to expand your imagination and break free from limitations to create the grandest version of your retirement life. He’ll explore practical tips for realizing these dreams, emphasizing the importance of having a proactive, purpose-driven plan for your golden years.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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 to defined contribution plans. Tim dives into the dwindling availability of defined benefit plans and the increasing responsibility placed on employees to save for retirement.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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 your retirement income.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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 how recent legislative shifts could shake up your retirement planning strategies, from the CARES Act to the Secure Act’s new ten-year rule.
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About our Guest:
Andy Ives, CFP®, AIF®, IRA Analyst at Ed Slott and Company, has over 20 years of experience in the financial services industry where he has engaged in a wide range of duties. Andy was a relationship manager at a mutual fund company and sold short duration investment products to institutional clients. Ives wholesaled 401(k) record keeping solutions to financial advisors and direct to business owners.
Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
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 retirees grasping their incoming funds, outgoings, and the various risks that could arise. Tim shares his wisdom on the financial hurdles that often trip up professional sportspeople and those who strike it lucky with lottery wins, pointing out the significance of managing finances with a firm hand.
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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.
The podcast currently has 56 episodes available.