Whisler While You Retire

Whisler While You Retire

Latest Episodes

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

Balancing The See-Saw Of Investment Planning (Ep.35)
June 09, 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 i

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

It’s All About Who You Know with Jeremy Houser (Ep. 33)
April 06, 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 InsurM

32. Retirement Planning in 2022
March 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

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

30. Navigating The RMDs Of Retirement Planning
December 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, discuss

29. The Life Of Money After Death
November 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 top

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

27. Prepare for the Future Without a Crystal Ball
October 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, detailin