License To Spend

License To Spend


Latest Episodes

Episode 16 – Is It Really A Financial Sugar Rush?!
May 26, 2021

Considering the stimulus spending rates, debt issues, GDP ratios, and market factors—is the economy truly on a sugar rush?  In this episode, Tim Whisler explains what’s going on in the market now with all the big changes that have happened recently,

Episode 15 – So You’re Retiring or Switching Jobs: What Do You Do With Your 401(k)?
May 12, 2021

A 401(k) retirement plan offered by your employer can be a great savings tool, as long as you take advantage of it, and manage it correctly. However, 401(k) questions surrounding employment, retirement, taxes, and the IRS arise all the time,

Episode 14 – A Deep Dive Into Longevity Planning – Part 2 – With Bill Comfort, CSA®, CLTC®
April 28, 2021

By now, you know that you MUST prepare for longevity as you approach retirement.  But what does the process look like? What are the available options for long-term care policies?  How to fund a plan?  What are the key policy elements?

Episode 13 – Planning for Long-Term Care as You Plan For Longevity in Retirement – With Bill Comfort, CSA®, CLTC®
April 07, 2021

When approaching retirement, retirees and pre-retirees should focus on learning new things, having a comfortable income stream, and most importantly, planning for longevity. In this episode, Tim Whisler sits down with the president of Comfort Long Term...

Episode 12 – Growing Spiritually Through Athletic Programs – With Chad Bailey
March 24, 2021

Since 1948, The Christian Center, in Peoria, Illinois, has had a mission to provide a place where Christians could grow and the lost could find Christ. But how is this related to sports and recreational activities?

Episode 11 – Brace for IMPACT 46 — with Guest Kyle McClellan
March 10, 2021

Following the end of former MLB pitcher Kyle McClellan’s career with the St. Louis Cardinals, he and his wife founded Brace for IMPACT 46, a non-profit organization following a life-changing mission to Haiti.  In this episode,

Episode 10 – Get Your Finances Back on Track Today [4 Easy Steps!]
February 10, 2021

Has your spending got a little out of hand as a result of COVID-19? Don’t worry, we’re here to help!  In this episode, Tim Whisler gives you an easy four-step plan to help you get your finances back on track,

Episode 9 – What You Should Know About Annuities
December 30, 2020

Believe it or not, annuities don’t have a middle ground – you either disregard them entirely or embrace them wholeheartedly. In this episode, Tim Whisler navigates the path of annuities, explaining the differences between what can be a beneficial,

Episode 8 – The IOU in your IRA to the IRS
November 18, 2020

When it comes to retirement accounts, what’s the difference between tax-free and tax-deferred? In this episode, Tim Whisler discusses key points about retirement accounts, IRAs and 401(k)s. He does this to explain the “silent partner” involved in a por...

Episode 7 – Understanding Retirement Accounts
October 29, 2020

Having multiple savings vehicles or accounts with a purpose is a wise strategy when it comes to stepping into your retirement years. In this episode, Tim Whisler discusses retirement accounts for individuals making the transition from their working yea...