Tag: Income Strategies
Creating a Consistent Retirement Income (Ep. 15)

Creating a Consistent Retirement Income (Ep. 15)

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Are you ready to face the challenges of transforming your savings into a lasting income stream for your retirement years? 

This week, Tim Whisler explores the complexities retirees encounter when transitioning from earning a paycheck to generating a consistent income on their own. With valuable insights and practical strategies, he shines a light on the importance of having a written financial plan tailored to individual needs and goals.

Key topics Tim discusses include:

  • The fading three-legged stool of retirement: pensions, Social Security, and personal savings
  • Why a written income plan is crucial to avoid overspending or underspending
  • Understanding the pitfalls of the outdated 4% rule and market volatility
  • The significance of a customized retirement roadmap and the role of a retirement income planner 
  • 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 Market Volatility in Retirement Planning (Ep. 6)

Navigating Market Volatility in Retirement Planning (Ep. 6)

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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

 

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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