License To Spend

“Can I afford retirement?” “What are my plans for this phase of life?” – These are two of the many questions we all have when it comes to planning for retirement. 

In this episode of Whisler While You Retire, Tim Whisler will help you navigate these questions, and many others, and shares his six-step retirement checklist to ensure you’re prepared for this milestone. 

In this episode, you will learn:

Tune in as Tim reminds you to prepare for retirement so that you can later enjoy the ride! 

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.

Leaving a life insurance policy in place for your spouse in case something happens to you is the ultimate final love letter.  

In this episode, Tim Whisler explains why life insurance can be considered an expression of love and refers to the importance of planning collaboratively with your partner so that both parties are prepared when the time comes. 

In this episode, you will learn:

Tune in to learn why your life insurance policy is the ultimate love letter! 

Resources: The Whisler Agency

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.

“Zero is the hero” is all about replacing the worry, fear, and anxiety that comes from watching a retirement account. 

In this episode, Tim Whisler explains everything you need to know about the “zero is the hero” retirement strategy and how it can help baby boomers achieve positive income and asset results.

In this episode, you will learn:

Tune in as Tim explains why retirement is not about assets but income! 

Resources: Tim Whisler | The Whisler Agency 

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.

The Whisler Agency is proud to present: Whisler While You Retire with Tim Whisler! 

In this podcast, get to know Tim Whisler, president and founder of The Whisler Agency, and discover what led him to his career in finance. Tim shares how The Whisler Agency can help clients of all ages plan for their financial futures. 

In this episode, you will learn:

Tune in to get to know Tim Whisler and The Whisler Agency! 

Resources: Tim Whisler | The Whisler Agency

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.