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

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

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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.

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Episode 12 – Growing Spiritually Through Athletic Programs – With Chad Bailey

Episode 12 – Growing Spiritually Through Athletic Programs – With Chad Bailey

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Since 1948, The Christian Center, in Peoria, Illinois, has had a mission to provide a place where Christians could grow and the lost could find Christ.

But how is this related to sports and recreational activities?

In the latest episode of Whisler While You Retire, Tim Whisler sits down with the organization’s managing director, Chad Bailey. Chad explains how The Christian Center serves the community by offering programs for people (of all ages) to enjoy recreational activities while sharing the gospel of Christ.

In this episode, you will learn:

  • Why church-related partnerships are so important for The Christian Center 
  • How the organization recruits basketball, baseball, and soccer coaches 
  • Real-life experience: Why Chad believes that God always ends up providing
  • How the facility keeps up with all the financial costs associated with The Christian Center  
  • From ping-pong to bowling, soccer, and basketball: the programs offered by The Christian Center 
  • And more!

Listen in to discover how The Christian Center helps people of all ages develop a greater sense of spirituality and faith through sports and recreation! 

Resources: Tim Whisler | The Whisler Agency | (309) 291-0491 | The Christian Center  | 309-685-4218 | Chad Bailey | Location and Hours Information 

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.

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Episode 9 – What You Should Know About Annuities

Episode 9 – What You Should Know About Annuities

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Believe it or not, annuities don’t have a middle ground – you either disregard them entirely or embrace them wholeheartedly.

In this episode, Tim Whisler navigates the path of annuities, explaining the differences between what can be a beneficial, but complicated, option for retirement. 

In this episode, you will learn:

  • Why people have negative opinions about annuities 
  • The difference between immediate and fixed annuities  
  • Why variable annuities are similar to investments in the stock market 
  • What’s the role of volatility when it comes to a fixed index annuity 
  • How to use a rider as an annuity enhancement policy 
  • And more!

Tune in and discover some of the questions you MUST consider if you’re planning to lean on annuities for retirement! 

Resources: Tim Whisler | The Whisler Agency | (309) 291-0491 

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.

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