Tag: Retirement Roadmap

Creating a Consistent Retirement Income (Ep. 15)

Creating a Consistent Retirement Income (Ep. 15)

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  • Understanding the pitfalls of the outdated 4% rule and market volatility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.