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 years to their retirement years. 

In this episode, you will learn:

• 401(k)’s as accumulation and distribution machines 
• The role of a sequence of returns strategy, and how it impacts retirement
• How return on investment (ROI) changes to reliability of income when approaching retirement 
• And more!

Tune in to learn why retirement is all about income and cash flow rather than assets! 

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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How much do you really know about the different Medicare coverages offered in each part? Are you looking for an opportunity to bundle different levels of coverage?

In part two of this mini-series, Tim navigates Medicare’s part C, also known as Medicare Advantage Plans, and explains how it allows consumers to bundle the coverage from the other parts of Medicare. 

In this episode, you will learn:

• The coverages offered in Part C of Medicare
• The different types of Medicare Advantage Plans
• Pros and cons of Medicare Supplement Plans
• The role of the “annual notice of change” when switching between Medicare Advantage and Supplement Plans
• And more!

Tune in as Tim discusses various coverages of part C of Medicare!  

Resources: Tim Whisler | The Whisler Agency | (309) 291-0491 | Part 1

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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Medicare is a short-term health insurance for those who are 65-years-old and/or receive Social Security Disability Insurance. It can be overwhelming and confusing, but with the right education, it doesn’t need to be.

In part one of this mini-series about Medicare, Tim Whisler helps you navigate Medicare to help ease your mind about the health care coverage. Tim explains the different phases so that you can better understand this type of health insurance.

In this episode, you will learn:

• The importance of education around Medicare and finding the right plan for you
• Who is eligible for Medicare
• The four parts of Medicare and what they each cover
• What the “donut hole” is and how it is related to the Medicare catastrophic phase 
• And more!

Tune in as Tim discusses potential advantages and drawbacks of Medicare as a health care coverage! 

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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