June 2022 – License To Spend

How To Confidently Hire A Financial Advisor (Ep.36)

By License To Spend | June 22, 2022

Before hiring a financial advisor and handing over control of years worth of savings, questions should be asked by both involved parties.

In this episode, Tim Whisler dives into how he helps potential clients avoid unpleasant surprises before they sign on the dotted line. He shares some questions people should ask potential advisors to protect their funds and create confidence in their retirement plan.

Tim discusses:

What fiduciary responsibilities an advisor has to their clients
Why financial advisors should be open about their compensation with their clients
Why it’s important for advisors to tell their clients where their money is going
How to mitigate and address risks when developing a retirement income plan
And more!

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Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting, and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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Balancing The See-Saw Of Investment Planning (Ep.35)

By License To Spend | June 9, 2022

Traditionally portfolios balance aggressive investments with bonds after retirement. The reality has both investment options on one side of the investment see-saw.

In this episode, Tim Whisler dives into financial planning when faced with market bumps. He reveals market trends throughout history, discussing the importance of looking beyond the numbers when planning your portfolio and the struggle to balance the see-saw of investment planning.

Tim discusses: