License To Spend

License To Spend


Latest Episodes

Navigating RMDs and Adapting to Legislative Changes with Andy Ives (Ep. 2)
April 17, 2024

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? Explo

License To Spend: Budgeting for Retirement Fulfillment (Ep. 1)
April 04, 2024

You dont 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 r

Improve Breathing for Better Health with Dr. Daniel Klauer (Ep. 46)
September 13, 2023

Everyone knows sleep and air are some of the most important things in life. How can you maximize the benefits of breathing when awake and asleep? How can that increase in air improve other aspects of

The First Step in Working with a Retirement Income Planner (Ep. 45)
August 23, 2023

Are you nearing retirement and want a set of professional eyes to take a look at your plan? Uncertain about part of your current plan? Working with a retirement income planner could provide resources

Creating the First Draft of Your Retirement Potential (Ep. 44)
August 16, 2023

Youve talked with your financial advisor and shared your assets and financials. Now is the time for your advisor to transform that information into the first draft of your retirement plan. In this ep

Navigating Financial Change (Ep. 43)
May 03, 2023

Change can be a tough process, even if it has the potential to improve our lives, especially when it comes to our finances and retirement planning. But why is this the case? What is the right mindset

What People Think About Life After Work and the Planning Behind it (Ep. 42)
April 19, 2023

Retirement comes for everyone eventually. How you prepare for it will dictate your life after work. What are pre-retirees focusing on today? In this episode, Tim Whisler shares how his company provide

Deep Diving Into Roth IRAs (Ep.41)
November 30, 2022

It is no secret that Roth IRAs are popular. How much have you heard? How deep into the information have you considered when thinking about including Roth IRA accounts in your retirement plan? In this

Land As Your Legacy Program For Farmers With Lisa Quist NFM-22448AO (10/22) (Ep.40)
October 19, 2022

One of the most significant challenges that farmers and ranchers face is having a transition planning program in place. In this episode Tim Whisler chats with Lisa Quist, Regional Vice President of N

Becoming A Caregiver with Cathy Sikorski (Ep.39)
September 29, 2022

Preparing to become a caregiver means more than physically caring for a loved one; preparing for the future is just as important as preparing for the present. In this episode, Tim Whisler is joined by