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Whisler While You Retire

Business & Economics Podcasts

Welcome to Whisler While You Retire with Tim Whisler from The Whisler Agency. Here you will learn how Tim helps clients avoid taking unnecessary risks in retirement. With a fiduciary responsibility, Tim’s mission is to help retirees and soon-to-be retirees create a greater sense of confidence about their retirement plan.

Welcome to Whisler While You Retire with Tim Whisler from The Whisler Agency. Here you will learn how Tim helps clients avoid taking unnecessary risks in retirement. With a fiduciary responsibility, Tim’s mission is to help retirees and soon-to-be retirees create a greater sense of confidence about their retirement plan.

Location:

United States

Description:

Welcome to Whisler While You Retire with Tim Whisler from The Whisler Agency. Here you will learn how Tim helps clients avoid taking unnecessary risks in retirement. With a fiduciary responsibility, Tim’s mission is to help retirees and soon-to-be retirees create a greater sense of confidence about their retirement plan.

Language:

English

Contact:

(309) 291-0491


Episodes

How To Confidently Hire A Financial Advisor (Ep.36)

6/22/2022
Before hiring a financial advisor and handing over control of years worth of savings, questions should be asked by both involved parties. In this episode, Tim Whisler dives into how he helps potential clients avoid unpleasant surprises before they sign on the dotted line. He shares some questions people should ask potential advisors to protect … Continue reading How To Confidently Hire A Financial Advisor (Ep.36) →

Duration:00:26:24

Balancing The See-Saw Of Investment Planning (Ep.35)

6/9/2022
Traditionally portfolios balance aggressive investments with bonds after retirement. The reality has both investment options on one side of the investment see-saw. In this episode, Tim Whisler dives into financial planning when faced with market bumps. He reveals market trends throughout history, discussing the importance of looking beyond the numbers when planning your portfolio and … Continue reading Balancing The See-Saw Of Investment Planning (Ep.35) →

Duration:00:30:37

Avoiding The Down While Earning The Up with Laurence Black (Ep. 34)

4/20/2022
Buy low, sell high is a phrase often used. What about learning how to avoid the down while earning on the up? In this episode, Tim Whisler is joined by Laurence Black, founder and index advisor at The Index Standard. Laurence shares his expertise in index strategies and investment planning, revealing the importance of planning … Continue reading Avoiding The Down While Earning The Up with Laurence Black (Ep. 34) →

Duration:00:26:49

It’s All About Who You Know with Jeremy Houser (Ep. 33)

4/6/2022
In any industry, it’s not just about what you know. It’s about who you know. In this episode, Tim Whisler is joined by Jeremy Houser, vice president and senior advisor development consultant at InsurMark and host of the Advisor Mentorship Podcast. Jeremy shares his knowledge as an outside mentorship source, revealing the benefits of leveraging … Continue reading It’s All About Who You Know with Jeremy Houser (Ep. 33) →

Duration:00:29:09

32. Retirement Planning in 2022

3/23/2022
The U.S. Federal Reserve continues to remain uncertain in the early months of 2022. Because of this, for those in or entering retirement, planning for the future is more important than ever. In this episode, Tim Whisler dives into retirement planning preparations for 2022, focusing on retirees and how inflation, market volatility, and taxes impact … Continue reading 32. Retirement Planning in 2022 →

Duration:00:30:16

31. What’s Covered And What’s Not With Medicare

12/29/2021
Medicare can seem like a foreign language to those who don’t look into it on a regular basis. In this episode, Tim Whisler discusses what you need to know about Medicare when planning for retirement. He reveals the different parts of Medicare plans, the role of each and the coverage they provide. Tim discusses the … Continue reading 31. What’s Covered And What’s Not With Medicare →

Duration:00:29:41

30. Navigating The RMDs Of Retirement Planning

12/15/2021
You may hear about RMDs from your retirement planner. But how do required minimum distributions impact your personal retirement plan? In this episode, Tim Whisler shares his knowledge of RMDs, discussing how pensions evolved to retirement accounts with RMDs and the differences between the withdrawal rules of different accounts. He reveals the importance of including … Continue reading 30. Navigating The RMDs Of Retirement Planning →

Duration:00:29:49

29. The Life Of Money After Death

11/24/2021
Death and taxes are the two most certain events in a person’s life. How can you continue the implementation of your financial plan after death? In this episode, Tim Whisler discusses the difficult topic of death and how to plan financially for this certainty in life. Tim shares two stories about death and the financial … Continue reading 29. The Life Of Money After Death →

Duration:00:26:50

28. Social Security Beyond “Death Do Us Part” with Beth Ingle

11/11/2021
Marriage vows always speak about “until death do us part”—Social Security works beyond death. In this episode, Tim Whisler is joined again by Beth Ingle, a certified senior advisor with Living By Your Design. Tim and Beth use examples to discuss spousal benefits and survivor benefits of Social Security and detail how different scenarios could … Continue reading 28. Social Security Beyond “Death Do Us Part” with Beth Ingle →

Duration:00:24:32

27. Prepare for the Future Without a Crystal Ball

10/27/2021
There is always a risk when entering the stock market. What will that risk be in 20, 30, 40 years when you retire? In this episode, Tim Whisler takes a deep dive into sequence of return risk, detailing what it is and how he helps clients prepare for the future without a crystal ball. Tim … Continue reading 27. Prepare for the Future Without a Crystal Ball →

Duration:00:23:12

26. Optimizing Your Social Security With Beth Ingle

10/13/2021
With so many people in the US taking advantage of Social Security benefits within their retirement plan, it’s important to fully understand how to make the most of the program and ensure that you’re receiving the optimal benefit.. In this episode, Tim Whisler is joined by Beth Ingle, a certified senior advisor with Living By … Continue reading 26. Optimizing Your Social Security With Beth Ingle →

Duration:00:23:17

25. Trust the Experts with Your Retirement Planning

9/29/2021
When you have a water leak, you call a plumber. When you need to create or manage a retirement plan, you call a retirement income specialist. In this episode, Tim Whisler discusses the role that a retirement expert plays within retirement planning. Tim shares the difficulties of self-managing a retirement plan and the different elements … Continue reading 25. Trust the Experts with Your Retirement Planning →

Duration:00:20:17

24. What is the Ideal Age of Retirement?

9/15/2021
Your retirement age can impact the cost and benefits gained during your retirement. In this episode, Tim Whisler reveals the flow of retirement as you age, from high to low spending. Tim discusses the risks you should consider when planning retirement and how a delay in retirement could grant you huge financial benefits. Tim discusses: … Continue reading 24. What is the Ideal Age of Retirement? →

Duration:00:27:35

23. The Psychology Behind Your Money Woes with Maggie Klokkenga

9/1/2021
Have you ever felt you were living paycheck to paycheck, or felt stressed when talking to a financial advisor about your financial situation? Did you know that these reactions have a scientific explanation? In this episode, Tim Whisler is joined by Maggie Klokkenga, CPA, CFP®, financial coach at Make A Money MindShift, LLC. Maggie shares … Continue reading 23. The Psychology Behind Your Money Woes with Maggie Klokkenga →

Duration:00:32:51

22. The Gift Of Giving with Phil Newton

8/18/2021
When you hear the word legacy, what comes to mind? What do you want your legacy to be? The legacy you leave behind can begin with a simple donation. In this episode, Tim Whisler is joined by Phil Newton, founder and partner of Perennial Partners. Phil shares how charitable gifting can be beneficial for your … Continue reading 22. The Gift Of Giving with Phil Newton →

Duration:00:21:02

21. The Ergonomic Lifestyle At Home With Pauline Pearson

8/4/2021
With many working from home due to COVID, how can you maintain a healthy lifestyle while working in a less ergonomic environment? In this episode, Tim Whisler is joined by Pauline Pearson, a licensed massage therapist dedicated to helping others achieve their healthiest selves. She reveals what you can do while working from home to … Continue reading 21. The Ergonomic Lifestyle At Home With Pauline Pearson →

Duration:00:26:25

20. How To Find Your Personal Retirement Number

7/21/2021
What is your magic number to create the retirement you dream about? Do you know how much you truly need to have saved to live your dream retirement? In this episode, Tim Whisler shares his process for helping clients create a retirement plan around their personal retirement number. Tim discusses the important questions you should … Continue reading 20. How To Find Your Personal Retirement Number →

Duration:00:28:43

19. Mistakes That Could Jeopardize Your Retirement — Part 2

7/7/2021
How much are you paying in fees and taxes on your retirement plan? Do you know how much less you could be paying when you learn about other retirement accounts? In part two of this two-part series, Tim Whisler reveals the last five mistakes that could jeopardize your retirement. He discusses how fees and taxes … Continue reading 19. Mistakes That Could Jeopardize Your Retirement — Part 2 →

Duration:00:30:44

Episode 18 – Retirement Planning 101—Part 1

6/23/2021
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 … Continue reading Episode 18 – Retirement Planning 101—Part 1 →

Duration:00:30:20

Episode 17 – Protection In The Digital Age – With Kirk Hasty

6/9/2021
In the digital age, hackers are expected. How can you ensure that you are protected online? In this episode, Tim Whisler is joined by Kirk Hasty, senior client solution architect at VMware Carbon Black, to discuss cyber security and the threat of online attackers. Tim and Kirk share steps you can take to keep your … Continue reading Episode 17 – Protection In The Digital Age – With Kirk Hasty →

Duration:00:46:30