Episode 7 – Understanding Retirement Accounts

Episode 7 – Understanding Retirement Accounts

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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