Month: June 2021
Episode 18 – Retirement Planning 101—Part 1

Episode 18 – Retirement Planning 101—Part 1

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You don’t have to be a professional financial advisor to understand the basics of planning.

In part one of this two-part series, Tim Whisler dives into five of the most common mistakes 401(k) and IRA owners make. Tim helps you discover the taxes you are paying but shouldn’t be, and shares ways you could save even more.

You will learn:

  • 5 of the most common errors 401(k) and IRA owners make
  • The potential advantages and drawbacks of withdrawing IRA inheritance
  • How the SECURE Act impacted retirement income
  • The taxes you can avoid paying for different planning mistakes
  • And more!

Listen now as Tim Whisler reveals the taxes you could avoid when planning your retirement!

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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Episode 17 – Protection In The Digital Age – With Kirk Hasty

Episode 17 – Protection In The Digital Age – With Kirk Hasty

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In the digital age, hackers are expected. How can you ensure that you are protected online?

In this episode, Tim Whisler is joined by Kirk Hasty, senior client solution architect at VMware Carbon Black, to discuss cyber security and the threat of online attackers. Tim and Kirk share steps you can take to keep your information safe and secure.

You will learn:

  • The importance of cyber security in a highly technological time
  • The security dangers of posting on social media
  • Simple steps to protect yourself online
  • How to keep your kids secure as they begin to spend time online
  • And more!

Discover how you could be targeted online and ways to protect your digital identity with Kirk Hasty!

Resources:

Tim Whisler | The Whisler Agency: (309) 291-0491 | VMware Carbon Black | Kirk Hasty | Have I Been Pwned | Last Pass | 1 Password | Kee Pass | Nord VPN | Privacy | Qustodio | Net Nanny

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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