Month: July 2021
20. How To Find Your Personal Retirement Number

20. How To Find Your Personal Retirement Number

By |

What is your magic number to create the retirement you dream about? Do you know how much you truly need to have saved to live your dream retirement?

In this episode, Tim Whisler shares his process for helping clients create a retirement plan around their personal retirement number. Tim discusses the important questions you should be asking yourself and how the answers could benefit your retirement plan.

Tim discusses:

  • The importance of understanding your expected expenses in retirement
  • How taxes could impact your retirement income
  • Five risks you face when planning for retirement
  • And more!

Connect with Tim: 

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
19. Mistakes That Could Jeopardize Your Retirement — Part 2

19. Mistakes That Could Jeopardize Your Retirement — Part 2

By |

How much are you paying in fees and taxes on your retirement plan? Do you know how much less you could be paying when you learn about other retirement accounts?

In part two of this two-part series, Tim Whisler reveals the last five mistakes that could jeopardize your retirement. He discusses how fees and taxes could impact your retirement planning, along with the different types of accounts that could benefit you in your retirement.

You will learn:

  • The account fees you are paying instead of saving
  • How taxes impact your retirement planning
  • The benefit of rolling your 401(k)
  • The importance of assigning specific roles to your retirement accounts
  • And more!

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories