License To Spend

Navigating America’s Retirement Dilemma (Ep. 4)

Listen Later

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.

Tim discusses:

  • The shift away from traditional pension plans to 401(k) and other defined contribution plans.
  • Insights from “The Baby Boomer Dilemma” documentary on the challenges and solutions for retirement planning.
  • Strategies for generating reliable retirement income and mitigating risks.
  • The importance of financial literacy and education in planning for a financially secure retirement.
  • And more

    • Resources:

    • Douglas Orchard Films

      • 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 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.

          ...more
          View all episodesView all episodes
          Download on the App Store
          License To SpendBy Tim Whisler
          • 5
          • 5
          • 5
          • 5
          • 5

          5

          3 ratings