License To Spend

License To Spend


Latest Episodes

Preparing for Tax Changes: How the Expiration of the Tax Cuts and Jobs Act Could Affect Your Retirement (Ep.12)
January 22, 2025

Changes to the federal tax code could significantly impact your financial planning and retirement strategies. What changes might be coming to the Tax Cuts and Jobs Act? How can you prepare for potenti

How Daily Money Managers Can Help You Maintain Financial Independence with Michelle Brown (Ep. 11)
December 18, 2024

Are you confident in your financial strategy for retirement? Have you ever wondered who can help manage your day-to-day finances when lifes challenges make it difficult to keep up? Tim Whisler is joi

How Annuities Work; the Good, the Bad, and the Ugly (Ep.10)
November 22, 2024

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

How to Kickstart Your Financial Journey (Ep. 9)
October 16, 2024

Are you confident that youll 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 explor

Integrating Housing Wealth into Your Retirement Plan with Don Graves (Ep. 8)
September 17, 2024

According to recent studies, using housing wealth strategically can extend your retirement savings by five to seven years. Are you prepared to maximize your homes potential to secure your financial f

Understanding Home Equity as a Retirement Asset with Don Graves (Ep. 7)
August 13, 2024

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

Navigating Market Volatility in Retirement Planning (Ep. 6)
July 16, 2024

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 f

Crafting a Fulfilling Retirement Plan (Ep. 5)
June 26, 2024

Many believe that retirement planning is all about saving enough money, but theres so much more to it. Its also about realizing what you want your retirement to look like and mapping out a path to g

Navigating America’s Retirement Dilemma (Ep. 4)
May 23, 2024

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, highlig

Understanding Tax Implications in Retirement Planning (Ep. 3)
May 02, 2024

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 r