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

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

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

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

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

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

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

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,

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

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