Month: September 2021
25. Trust the Experts with Your Retirement Planning

25. Trust the Experts with Your Retirement Planning

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When you have a water leak, you call a plumber. When you need to create or manage a retirement plan, you call a retirement income specialist.

In this episode, Tim Whisler discusses the role that a retirement expert plays within retirement planning. Tim shares the difficulties of self-managing a retirement plan and the different elements of a holistic financial plan.

Tim discusses:

  • Why you should hire a retirement expert
  • The difficulties of taking financial advice from friends and family
  • The importance of understanding the different stages of life and how your spending will change
  • The role of liaising gains and relieving pains in your retirement plan
  • 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.

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24. What is the Ideal Age of Retirement?

24. What is the Ideal Age of Retirement?

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Your retirement age can impact the cost and benefits gained during your retirement.

In this episode, Tim Whisler reveals the flow of retirement as you age, from high to low spending. Tim discusses the risks you should consider when planning retirement and how a delay in retirement could grant you huge financial benefits.

Tim discusses:

  • The retirement spending smile
  • The importance of risk management when it comes to your retirement spending
  • How delaying your RMDs to a certain age could increase your benefits
  • 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.

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23. The Psychology Behind Your Money Woes with Maggie Klokkenga

23. The Psychology Behind Your Money Woes with Maggie Klokkenga

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Have you ever felt you were living paycheck to paycheck, or felt stressed when talking to a financial advisor about your financial situation?

Did you know that these reactions have a scientific explanation?

In this episode, Tim Whisler is joined by Maggie Klokkenga, CPA, CFP®, financial coach at Make A Money MindShift, LLC. Maggie shares her journey from financial planning to financial coaching and the fascinating psychology behind our understanding and relationship with money.

Maggie discusses:

  • The importance of understanding your relationship with money
  • The psychology behind monetary struggles
  • How money scripts subconsciously influence everyone
  • And more!

Connect with Tim: 

Connect with Maggie Klokkenga

About our Guest: 

Maggie Klokkenga is a CERTIFIED FINANCIAL PLANNER™ professional and CPA and has worked in the financial industry for almost 25 years. In that time, she’s worked with couples to help them make their money work for them. She’s studying for the Accredited Financial Counselor (AFC) designation because she knows how emotional talking about money can be. Maggie seeks out and continues to receive training that best helps clients use their money to reach their financial goals.

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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