License To Spend

We all age, but some birthdays mean more than just another candle on the cake—they’re critical for retirement planning. This week, Tim Whisler dives into the crucial ages that play a pivotal role in retirement...

Changes to the federal tax code could significantly impact your financial planning and retirement strategies. What changes might be coming to the Tax Cuts and Jobs Act? How can you prepare for potential tax increases...

Are you confident in your financial strategy for retirement? Have you ever wondered who can help manage your day-to-day finances when life’s challenges make it difficult to keep up? Tim Whisler is joined by...

Annuities often carry a bad reputation, but could they be the unsung hero of your retirement plan? In this episode, Tim Whisler breaks down the complexities of annuities, offering a comprehensive look at their various...

Are you confident that you’ll have enough savings to last through retirement, or does the thought make you uneasy? Tim Whisler emphasizes the vital need for financial literacy early in life and explores how saving...

According to recent studies, using housing wealth strategically can extend your retirement savings by five to seven years. Are you prepared to maximize your home’s potential to secure your financial future? Tim...

Have you ever wondered if home equity could transform your retirement income? Tim Whistler welcomes Don Graves, President and Founder of the Housing Wealth Institute, to delve into the topic of using housing wealth as...

Are you prepared for financial uncertainty in your retirement? How can you increase your sense of security as you move past your working years? Tim Whisler dives into the importance of preparing for financial...

Many believe that retirement planning is all about saving enough money, but there’s so much more to it. It’s also about realizing what you want your retirement to look like and mapping out a path to get...

Are you ready to navigate the shifting landscape of retirement planning? Tim shares insights on this topic from a documentary Tim Whisler dives into the critical shifts in retirement planning, highlighted in the...

Are taxes posing a threat to your retirement income? Are you prepared for the challenges of retirement planning, including taxation and legislative risks? Tim Whisler sheds light on the significant role taxes play in...

How well do you understand required minimum distributions (RMDs) and their impact on retirement planning? Are your plans up to date between the evolving regulations and your own changes in life? Explore the nitty-gritty...

You don’t want to be worrying about money during retirement. How can budgeting today help your financial plan last into retirement? Will your money be safe against potential challenges leading up to retirement? Tim...

Everyone knows sleep and air are some of the most important things in life. How can you maximize the benefits of breathing when awake and asleep? How can that increase in air improve other aspects of your life? In this...

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 and information you...