License To Spend
Latest Episodes
Planning For Taxes And Retirement (Ep.38)
Retirement planning is ever changing, from government planning to your neighbours opinions. What are the considerations of retirement planning from a financial advisors perspective? In this episode,
Preparing Your Financial Plan After Market Volatility (Ep.37)
During the first six months of 2022, the S&P 500 experienced the worst decrease since 1970. With many mentally prepared for a recession or a depression, it is essential to understand what is currently
How To Confidently Hire A Financial Advisor (Ep.36)
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)
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)
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)
In any industry, its not just about what you know. Its 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
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
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
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
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