Month: November 2021
29. The Life Of Money After Death

29. The Life Of Money After Death

By |

Death and taxes are the two most certain events in a person’s life. How can you continue the implementation of your financial plan after death?

In this episode, Tim Whisler discusses the difficult topic of death and how to plan financially for this certainty in life. Tim shares two stories about death and the financial planning involved. He discusses how having a plan can not only ease the transition but also increase the legacy you leave behind for future generations.

Tim discusses:

  • The importance of having a conversation about death with your loved ones and your advisor
  • What could happen to your estate without a proper plan
  • How simple planning can ease the transition of your estate after you’re gone
  • How to increase the legacy you leave behind
  • 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
28. Social Security Beyond “Death Do Us Part” with Beth Ingle

28. Social Security Beyond “Death Do Us Part” with Beth Ingle

By |

Marriage vows always speak about “until death do us part”—Social Security works beyond death.

In this episode, Tim Whisler is joined again by Beth Ingle, a certified senior advisor with Living By Your Design. Tim and Beth use examples to discuss spousal benefits and survivor benefits of Social Security and detail how different scenarios could impact the benefits each party receives.

Beth discusses:

  • How Social Security spousal benefits are calculated
  • What survivor benefits means for your own Social Security
  • The difference between a widow and a divorcee when calculating Social Security benefits
  • The transition from survivor benefits to personal Social Security benefits
  • And more!

Resources:

Connect with Tim: 

Connect with Beth:

About our Guest: 

Beth Ingle has 40+ years of working with people and helping them make life changing decisions. The first 37 years were spent working as a Service Representative, Claims Representative and a Technical Expert with the Social Security Administration. It was a rewarding but challenging career and helped her realize that she wanted to continue helping others, particularly Older Americans, after she retired. Beth has spent the past 5 years working for Living By Your Design helping others make some very difficult, life altering decisions for themselves or their parents. By treating them with compassion and respect she hopes that she has been able to give them Peace of Mind as they navigate the journey of aging.

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