Tag: Proactive Planning
Empowering Women in Retirement: Navigating Unique Financial Challenges (Ep. 16)

Empowering Women in Retirement: Navigating Unique Financial Challenges (Ep. 16)

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Ladies, are you confident in your financial future?

Whether married or single, being on top of your finances is crucial. Are you prepared for the unique challenges women face in retirement?

Tim Whisler, CRPC®, CLTC® chats about the importance of women’s financial empowerment and understanding retirement planning. Delve into key areas like longevity concerns, the impact of career choices, and vital financial misconceptions that women often encounter. This episode offers a refreshing perspective, emphasizing proactivity and learning.

Tim discusses:

  • Unique challenges women face in retirement planning
  • Misconceptions and common financial planning mistakes
  • Effective strategies to overcome financial overwhelm
  • Ways to optimize Social Security benefits
  • 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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