How to Kickstart Your Financial Journey (Ep. 9)
Are you confident that you’ll have enough savings to last through retirement, or does the thought make you uneasy?
Tim Whisler emphasizes the vital need for financial literacy early in life and explores how saving discipline and commitment can pave the way for a secure retirement. We discuss both the benefits and strategies for managing 401(k)s, IRAs, and the burgeoning significance of Roth accounts, ensuring you have the right financial plan set for the decades ahead.
Tim discusses:
- Differences and benefits of traditional and Roth 401(k) plans.
- The importance of starting an IRA, both traditional and Roth.
- Managing Social Security concerns for future financial stability.
- The critical role life insurance plays in financial planning.
- And more
Connect with Tim:
- Email: Tim Whisler
- LinkedIn: Tim Whisler, CRPC®, CLTC®
- The Whisler Agency
- LinkedIn: The Whisler Agency
Book a Call with Tim:
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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