Asset Protection – License To Spend

Navigating Market Volatility in Retirement Planning (Ep. 6)

By License To Spend | July 16, 2024

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.

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Navigating America’s Retirement Dilemma (Ep. 4)

By License To Spend | May 23, 2024

Are you ready to navigate the shifting landscape of retirement planning? Tim shares insights on this topic from a documentary

Tim Whisler dives into the critical shifts in retirement planning, highlighted in the revealing documentary “The Baby Boomer Dilemma” by Douglas Orchard. He explores the importance of protecting assets for retirement income, from defined benefits to defined contribution plans. Tim dives into the dwindling availability of defined benefit plans and the increasing responsibility placed on employees to save for retirement.

Tim discusses:

The shift away from traditional pension plans to 401(k) and other defined contribution plans.
Insights from “The Baby Boomer Dilemma” documentary on the challenges and solutions for retirement planning.
Strategies for generating reliable retirement income and mitigating risks.
The importance of financial literacy and education in planning for a financially secure retirement.
And more

Resources: