Month: August 2023
The First Step in Working with a Retirement Income Planner (Ep. 45)

The First Step in Working with a Retirement Income Planner (Ep. 45)

By |

Are you nearing retirement and want a set of professional eyes to take a look at your plan? Uncertain about part of your current plan? Working with a retirement income planner could provide resources and information you never thought about.

In this episode, Tim Whisler shares his process of working with a client from the beginning. He discusses the paperwork involved, the timeline for moving funds, and how they track the progress of pending business, emphasizing the importance of communication and providing various ways for clients to reach him.

Tim discusses:

  • How he starts the retirement planning process
  • An example of what the retirement planning process looks like from the first meeting
  • The importance of consistent communication with clients
  • Why documentation of the retirement planning process is essential for both the advisor and the client
  • And more

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, an 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Creating the First Draft of Your Retirement Potential (Ep. 44)

Creating the First Draft of Your Retirement Potential (Ep. 44)

By |

You’ve talked with your financial advisor and shared your assets and financials. Now is the time for your advisor to transform that information into the first draft of your retirement plan.

In this episode, Tim Whisler dives into the second retirement planning discussion with clients, putting together the information given. He shares the strategies and technology used to build a retirement plan and analyzes various aspects of their financial details, including underperforming funds, market volatility, tax liability, and healthcare expenses.

Tim discusses:

  • The importance of transparency from the clients when it comes to their financial situation
  • How he uses the Retirement Analyzer to help create a first draft of the retirement plan and test it against future outcomes
  • The impact of health care and social security on the stability of the retirement plan
  • Why clients should treat their retirement plan as a living document to be reviewed and updated consistently
  • And more! 

Connect with Tim: 

 Book a Call with Tim:

Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories