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

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

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

With so many people in the US taking advantage of Social Security benefits within their retirement plan, it’s important to fully understand how to make the most of the program and ensure that you’re r

When you have a water leak, you call a plumber. When you need to create or manage a retirement plan, you call a retirement income specialist. In this episode, Tim Whisler discusses the role that a ret

Your retirement age can impact the cost and benefits gained during your retirement. In this episode, Tim Whisler reveals the flow of retirement as you age, from high to low spending. Tim discusses the

Have you ever felt you were living paycheck to paycheck, or felt stressed when talking to a financial advisor about your financial situation? Did you know that these reactions have a scientific explan

When you hear the word legacy, what comes to mind? What do you want your legacy to be? The legacy you leave behind can begin with a simple donation. In this episode, Tim Whisler is joined by Phil Newt

With many working from home due to COVID, how can you maintain a healthy lifestyle while working in a less ergonomic environment? In this episode, Tim Whisler is joined by Pauline Pearson, a licensed

What is your magic number to create the retirement you dream about? Do you know how much you truly need to have saved to live your dream retirement? In this episode, Tim Whisler shares his process for