Tag: Investment Planning
How To Confidently Hire A Financial Advisor (Ep.36)

How To Confidently Hire A Financial Advisor (Ep.36)

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Before hiring a financial advisor and handing over control of years worth of savings, questions should be asked by both involved parties. 

In this episode, Tim Whisler dives into how he helps potential clients avoid unpleasant surprises before they sign on the dotted line. He shares some questions people should ask potential advisors to protect their funds and create confidence in their retirement plan.

Tim discusses:

  • What fiduciary responsibilities an advisor has to their clients
  • Why financial advisors should be open about their compensation with their clients
  • Why it’s important for advisors to tell their clients where their money is going
  • How to mitigate and address risks when developing a retirement income plan
  • And more!

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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Balancing The See-Saw Of Investment Planning (Ep.35)

Balancing The See-Saw Of Investment Planning (Ep.35)

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Traditionally portfolios balance aggressive investments with bonds after retirement. The reality has both investment options on one side of the investment see-saw.

In this episode, Tim Whisler dives into financial planning when faced with market bumps. He reveals market trends throughout history, discussing the importance of looking beyond the numbers when planning your portfolio and the struggle to balance the see-saw of investment planning.

Tim discusses:

  • How longevity impacts the risks of financial planning
  • The illusion of diversification
  • Why retirement investment focuses on conservative investments over yields
  • Planning for increased health costs during retirement
  • And more!

Resources:

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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Avoiding The Down While Earning The Up with Laurence Black (Ep. 34)

Avoiding The Down While Earning The Up with Laurence Black (Ep. 34)

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Buy low, sell high is a phrase often used. 

What about learning how to avoid the down while earning on the up?

In this episode, Tim Whisler is joined by Laurence Black, founder and index advisor at The Index Standard. Laurence shares his expertise in index strategies and investment planning, revealing the importance of planning for the future by decoding current statistics.

Laurence discusses:

  • Why he decodes indices over creating new ones
  • How inflation impacts investment planning
  • The importance of diversity within portfolios
  • The risk factor within portfolios
  • And more!

Connect with Tim: 

Book a Call with Tim:

Connect with Laurence Black

About our Guest: 

Laurence Black is the founder of The Index Standard and an index advisor to Professor Robert J Shiller. The Index Standard is an information portal providing ratings, forecasts and guides unmasking the mystique behind indices and making finance more approachable. Earlier in his career Laurence instigated the Shiller Barclays Index family with Barclays and Professor Shiller. He has appeared interviews with the Financial Times, Bloomberg and Structured Retail Products and is a frequent contributor on index thought leader pieces.

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Simplicity Solutions, 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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