Month: July 2024

Navigating Market Volatility in Retirement Planning (Ep. 6)

Navigating Market Volatility in Retirement Planning (Ep. 6)

Are you prepared for financial uncertainty in your retirement? How can you increase your sense of security as you move past your working years?

Tim Whisler dives into the importance of preparing for financial uncertainty, addressing how retirees can protect their assets from market volatility, ensure a stable income, and manage unexpected expenses like healthcare. 

Tim discusses:

  • What is the impact of market volatility on retirement savings
  • Why are reliable income streams important in retirement
  • What are the strategies for managing withdrawals and tax implications
  • How can you handle healthcare costs and long-term care planning
  • And more

 

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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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.