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

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

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

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

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

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.

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

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