Monthly Archives: April 2022

Avoiding The Down While Earning The Up with Laurence Black (Ep. 34)



Buy low, sell high is a phrase often used. 

What about learning how to avoid the down while earning on the up?

In this episode, Tim Whisler is joined by Laurence Black, founder and index advisor at The Index Standard. Laurence shares his expertise in index strategies and investment planning, revealing the importance of planning for the future by decoding current statistics.

Laurence discusses:

  • Why he decodes indices over creating new ones
  • How inflation impacts investment planning
  • The importance of diversity within portfolios
  • The risk factor within portfolios
  • And more!

Connect with Tim: 

Book a Call with Tim:

Connect with Laurence Black

About our Guest: 

Laurence Black is the founder of The Index Standard and an index advisor to Professor Robert J Shiller. The Index Standard is an information portal providing ratings, forecasts and guides unmasking the mystique behind indices and making finance more approachable. Earlier in his career Laurence instigated the Shiller Barclays Index family with Barclays and Professor Shiller. He has appeared interviews with the Financial Times, Bloomberg and Structured Retail Products and is a frequent contributor on index thought leader pieces.

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Simplicity Solutions, 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 and Simplicity Solutions.


It’s All About Who You Know with Jeremy Houser (Ep. 33)



In any industry, it’s not just about what you know. It’s about who you know.

In this episode, Tim Whisler is joined by Jeremy Houser, vice president and senior advisor development consultant at InsurMark and host of the Advisor Mentorship Podcast. Jeremy shares his knowledge as an outside mentorship source, revealing the benefits of leveraging industry experts when evolving your business.

Jeremy discusses:

  • What retirees and soon to be retirees should look for from their advisors
  • How financial advisors help clients understand investment alternatives
  • Some of the most common considerations for potential clients
  • The importance of adaptation to the current market
  • And more!

Connect with Tim: 

Book a Call with Tim:

Connect with Jeremy Houser:

About our Guest: 

As a trusted consultant and partner to the advisors, Jeremy Houser serves in retirement planning, he helps provide practice management through our process to help unlock an advisor’s full potential. Through his proven successful process, he works to help advisors professionalize all phases of their business and focus on growth that is achievable year after year.

 

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.