Month: September 2022

Becoming A Caregiver with Cathy Sikorski (Ep.39)

Becoming A Caregiver with Cathy Sikorski (Ep.39)

Preparing to become a caregiver means more than physically caring for a loved one; preparing for the future is just as important as preparing for the present.

In this episode, Tim Whisler is joined by Cathy Sikorski, a Family Caregiver, Elder Law Attorney, author and keynote speaker, on being a caregiver and the steps to take before you become one. Cathay shares how to start the conversation, who to talk to about preparing financially and the paperwork needed to let you make decisions.

Cathy discusses:

  • How she started as a caregiver and why she expanded her practice to help others
  • The difference between executor and power of attorney
  • The role of advisors in establishing a plan if a spouse becomes ill
  • Why advisors need to expand into elder care

Resources:

Connect with Tim: 

 Book a Call with Tim:

Connect with Cathy Sikorski

About our Guest: 

Cathy Sikorski has been a significant caregiver for the last 20 years. In addition to that, she has been a practicing attorney in her own practice, dealing largely in Elder Law, with over 12 years of education in issues dealing with Medicare, Medicaid and Social Security. She began her legal career in general practice in a small town where she grew up and was known to a large contingent of the population through her family. Many of her clients were older adults, which lent her practice to dealing with elder issues. 

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.

Planning For Taxes And Retirement (Ep.38)

Planning For Taxes And Retirement (Ep.38)

Retirement planning is ever changing, from government planning to your neighbours opinions. What are the considerations of retirement planning from a financial advisor’s perspective?

In this episode, Tim Whisler shares insight gained from a recent IRA workshop and how it changed his thinking towards basic retirement planning accounts, distribution and taxes.

Tim discusses:

  • The role of the IRS in retirement income planning
  • How government spending could impact retirement accounts
  • Why and how do specific age groups impact retirement planning and distribution phase
  • What order should you withdraw from different retirement accounts
  • And more

Resources:

Connect with Tim: 

Book a Call with Tim:

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.