Month: May 2021
Episode 16 – Is It Really A Financial Sugar Rush?!

Episode 16 – Is It Really A Financial Sugar Rush?!

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Considering the stimulus spending rates, debt issues, GDP ratios, and market factors—is the economy truly on a sugar rush? 

In this episode, Tim Whisler explains what’s going on in the market now with all the big changes that have happened recently, and how you can potentially benefit from them!

You will learn:

  • The stimulus spending rates and reasons Tim believes it has become a “desensitized” issue 
  • The truth about debt in the United States 
  • The current Gross Domestic Product (GDP) scenario
  • Why the market is “hyper” rather than volatile 
  • Reasons why you should make zero your hero
  • And more!

Tune in and discover exactly how to make the most out of these existing components in today’s economy! 

Resources:  Episode 2: Zero Is The Hero   | Tim Whisler | The Whisler Agency: (309) 291-0491 | US Debt Clock | Stress-Free Retirement

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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Episode 15 – So You’re Retiring or Switching Jobs: What Do You Do With Your 401(k)?

Episode 15 – So You’re Retiring or Switching Jobs: What Do You Do With Your 401(k)?

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A 401(k) retirement plan offered by your employer can be a great savings tool, as long as you take advantage of it, and manage it correctly.

However, 401(k) questions surrounding employment, retirement, taxes, and the IRS arise all the time, and to clarify potential doubts, Tim Whisler reviews them all to explain the different 401(k) uses, whether you are moving on to new opportunities or simply retiring. 

In this episode, you will learn:

  • The five available options for someone with a 401(k) who is switching jobs 
  • What you should know about leaving and moving your 401(k) plan from your previous to your current employer
  • Why you shouldn’t cash your 401(k) plan early
  • How to roll your 401(k) plan into an IRA
  • The role of taxes and income streams when it comes to your 401(k) and retirement
  • And more!

Tune in to find out how to efficiently handle and make use of your 401(k) retirement plan! 

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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