Estate planning isnt just for the wealthy. Its a way to protect loved ones, avoid unnecessary conflict, and honor your wishes.In this episode of License to Spend, Tim Whisler unpacks the importance of having clear legal documents in place before lifes

Are you aware of the invisible threat lurking in your retirement planning?Cybercrime isn’t only a menace to tech giants; it’s now a real risk for retirees and pre-retirees too.Tim Whisler sits down with Kirk Hasty, a seasoned professional i

Ladies, are you confident in your financial future?Whether married or single, being on top of your finances is crucial. Are you prepared for the unique challenges women face in retirement?Tim Whisler, CRPC, CLTC chats about the importance of women&#82

Are you ready to face the challenges of transforming your savings into a lasting income stream for your retirement years?This week, Tim Whisler explores the complexities retirees encounter when transitioning from earning a paycheck to generating a consi

What does a fulfilling retirement really look like?In this episode of License to Spend, Tim Whisler invites listeners to explore the psychological shift that accompanies retirement. Tim delves into the compelling story of Jim, a former executive, to illu

We all age, but some birthdays mean more than just another candle on the cakethey’re critical for retirement planning.This week, Tim Whisler dives into the crucial ages that play a pivotal role in retirement planning, from critical decisions start

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 potential tax increases?In this episode of Your License to Sp

Are you confident in your financial strategy for retirement? Have you ever wondered who can help manage your day-to-day finances when life’s challenges make it difficult to keep up?Tim Whisler is joined by Michelle Brown, a daily money manager from

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 at their various types and features. He explains how t

Are you confident that you’ll 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 explores how saving discipline and commitment can pave