“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!
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.