“Can I afford retirement?” “What are my plans for this phase of life?” – These are two of the many questions we all have when it comes to planning for retirement. 

In this episode of Whisler While You Retire, Tim Whisler will help you navigate these questions, and many others, and shares his six-step retirement checklist to ensure you’re prepared for this milestone. 

In this episode, you will learn:

• The difference between the defined benefit and the defined contribution plan
• Why longevity is a retirement risk 
• Why it is important to prepare for retirement “what if’s”
• How to determine the right age to elect retirement-related benefits 
• And more!

Tune in as Tim reminds you to prepare for retirement so that you can later enjoy the ride! 

Resources: Tim Whisler | The Whisler Agency | (309) 291-0491 

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.

 

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Leaving a life insurance policy in place for your spouse in case something happens to you is the ultimate final love letter.  

In this episode, Tim Whisler explains why life insurance can be considered an expression of love and refers to the importance of planning collaboratively with your partner so that both parties are prepared when the time comes. 

In this episode, you will learn:

• The types of life insurance and how to choose the right one for you 
• The benefits of a term policy 
• How premiums and insurance allow cash building 
• What a “Second-to-Die” policy is, and how it impacts your overall death benefit 
• And more!

Tune in to learn why your life insurance policy is the ultimate love letter! 

Resources: The Whisler Agency

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.

Podcast: Play in new window | Download | Embed

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