Tag: Financial Freedom
Retirement Identity: Finding Purpose Beyond Work (Ep. 14)

Retirement Identity: Finding Purpose Beyond Work (Ep. 14)

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What does a fulfilling retirement really look like?

In this episode of License to Spend, Tim Whisler invites listeners to explore the psychological shift that accompanies retirement. Tim delves into the compelling story of Jim, a former executive, to illustrate common challenges retirees face and how finding purpose can lead to a fulfilling post-career life. 

You’ll discover strategies to combat the identity crisis that many retirees experience, learn the importance of structuring your days, and hear about ways to remain socially connected and active.

Tim discusses:

  • Insights from the “psychology of retirement” seen through Jim’s story
  • Common phases of emotional cycles in retirement and how to navigate them
  • Five practical steps to avoid an identity crisis and find purpose
  • The significance of writing goals and planning for an enriching retirement
  • And more!

Connect with Tim: 

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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Crafting a Fulfilling Retirement Plan (Ep. 5)

Crafting a Fulfilling Retirement Plan (Ep. 5)

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Many believe that retirement planning is all about saving enough money, but there’s so much more to it. It’s also about realizing what you want your retirement to look like and mapping out a path to get there.

Join Tim Whisler from the Whistler Agency as he delves into transforming your retirement visions into tangible, fulfilling experiences. Tim invites you to expand your imagination and break free from limitations to create the grandest version of your retirement life. He’ll explore practical tips for realizing these dreams, emphasizing the importance of having a proactive, purpose-driven plan for your golden years.

Tim discusses:

  • The concept of creating a “Dream Board” for retirement planning
  • Importance of purpose and maintaining an active lifestyle post-retirement
  • Strategies to finance your dream retirement
  • Discussing the significance of family conversations about future planning
  • And more

Connect with Tim: 

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.

Podcast: Play in new window | Download | Embed

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