Tag Archives: Retirement Income

Planning For Taxes And Retirement (Ep.38)

September 1, 2022Finance, Financial, Retire, Retirement, UncategorizedAge Groups, Distribution, IRA, IRS, Retirement Accounts, Retirement Income, Retirement Planning, Retirement Spending, Taxes, The Whisler Agency, Tim Whisler, Whisler While You Retirewhislerwhileyouretire

Retirement planning is ever changing, from government planning to your neighbours opinions. What are the considerations of retirement planning from a financial advisor’s perspective?

In this episode, Tim Whisler shares insight gained from a recent IRA workshop and how it changed his thinking towards basic retirement planning accounts, distribution and taxes.

Tim discusses:

The role of the IRS in retirement income planning
How government spending could impact retirement accounts
Why and how do specific age groups impact retirement planning and distribution phase
What order should you withdraw from different retirement accounts
And more

Resources:

Don’t be tricked into voluntarily paying higher taxes on your IRA

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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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25. Trust the Experts with Your Retirement Planning

September 29, 2021Finance, Financial, Retire, Retirement, UncategorizedFinancial Advisor, Financial Planning, Retirement Income, Retirement Income Specialist, Retirement Planning, Stage In Life, The Whisler Agency, Tim Whisler, Whisler While You Retirewhislerwhileyouretire

When you have a water leak, you call a plumber. When you need to create or manage a retirement plan, you call a retirement income specialist.

In this episode, Tim Whisler discusses the role that a retirement expert plays within retirement planning. Tim shares the difficulties of self-managing a retirement plan and the different elements of a holistic financial plan.

Tim discusses:

Why you should hire a retirement expert
The difficulties of taking financial advice from friends and family
The importance of understanding the different stages of life and how your spending will change
The role of liaising gains and relieving pains in your retirement plan
And more!

Connect with Tim:

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

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24. What is the Ideal Age of Retirement?

September 15, 2021Finance, Financial, Retire, Retirement, UncategorizedInflation, Retirement Income, Retirement Planning, Retirement Saving, Risk Management, The Whisler Agency, Tim Whisler, Whisler While You Retirewhislerwhileyouretire

Your retirement age can impact the cost and benefits gained during your retirement.

In this episode, Tim Whisler reveals the flow of retirement as you age, from high to low spending. Tim discusses the risks you should consider when planning retirement and how a delay in retirement could grant you huge financial benefits.