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

How much are you paying in fees and taxes on your retirement plan? Do you know how much less you could be paying when you learn about other retirement accounts? In part two of this two-part series, Ti

You don’t have to be a professional financial advisor to understand the basics of planning. In part one of this two-part series, Tim Whisler dives into five of the most common mistakes 401(k) and IRA owners make.

In the digital age, hackers are expected. How can you ensure that you are protected online? In this episode, Tim Whisler is joined by Kirk Hasty, senior client solution architect at VMware Carbon Black, to discuss cyber security and the threat of onlin...