Tag: Fiduciary
What People Think About Life After Work and the Planning Behind it (Ep. 42)

What People Think About Life After Work and the Planning Behind it (Ep. 42)

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Retirement comes for everyone eventually. How you prepare for it will dictate your life after work. What are pre-retirees focusing on today?

In this episode, Tim Whisler shares how his company provides a fiduciary service for clients and his views on financial planning. Tim dives into his views on financial services, from income to the financial house and the questions he asks clients that no one else does. 

Tim discusses:

  • The difference between you dictating your lifestyle and your portfolio dictating your lifestyle
  • How advisors worked to mitigate loss early in the pandemic and how these plans have adapted to the market volatility
  • The building blocks of the portfolio house
  • How his fiduciary responsibility guides his financial advice for clients

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.

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It’s All About Who You Know with Jeremy Houser (Ep. 33)

It’s All About Who You Know with Jeremy Houser (Ep. 33)

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In any industry, it’s not just about what you know. It’s about who you know.

In this episode, Tim Whisler is joined by Jeremy Houser, vice president and senior advisor development consultant at InsurMark and host of the Advisor Mentorship Podcast. Jeremy shares his knowledge as an outside mentorship source, revealing the benefits of leveraging industry experts when evolving your business.

Jeremy discusses:

  • What retirees and soon to be retirees should look for from their advisors
  • How financial advisors help clients understand investment alternatives
  • Some of the most common considerations for potential clients
  • The importance of adaptation to the current market
  • And more!

Connect with Tim: 

Book a Call with Tim:

Connect with Jeremy Houser:

About our Guest: 

As a trusted consultant and partner to the advisors, Jeremy Houser serves in retirement planning, he helps provide practice management through our process to help unlock an advisor’s full potential. Through his proven successful process, he works to help advisors professionalize all phases of their business and focus on growth that is achievable year after year.

 

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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