It is no secret that Roth IRAs are popular. How much have you heard? How deep into the information have you considered when thinking about including Roth IRA accounts in your retirement plan? In this episode, Tim Whisler focuses on Roth IRAs, explaining the different aspects of Roth accounts, how they fit within retirement planning … Continue reading Deep Diving Into Roth IRAs (Ep.41) →

One of the most significant challenges that farmers and ranchers face is having a transition planning program in place.  In this episode Tim Whisler chats with Lisa Quist, Regional Vice President of Nationwide’s Land As Your Legacy Program. Lisa share’s the program’s purpose and how it helps family farms plan their transition at no cost … Continue reading Land As Your Legacy Program For Farmers With Lisa Quist NFM-22448AO (10/22) (Ep.40) →

Preparing to become a caregiver means more than physically caring for a loved one; preparing for the future is just as important as preparing for the present. In this episode, Tim Whisler is joined by Cathy Sikorski, a Family Caregiver, Elder Law Attorney, author and keynote speaker, on being a caregiver and the steps to … Continue reading Becoming A Caregiver with Cathy Sikorski (Ep.39) →

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 … Continue reading Planning For Taxes And Retirement (Ep.38) →

During the first six months of 2022, the S&P 500 experienced the worst decrease since 1970. With many mentally prepared for a recession or a depression, it is essential to understand what is currently happening to prepare for the future. In this episode, Tim Whisler dives into market volatility, the current economic standing and what … Continue reading Preparing Your Financial Plan After Market Volatility (Ep.37) →

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 … Continue reading How To Confidently Hire A Financial Advisor (Ep.36) →

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 … Continue reading Balancing The See-Saw Of Investment Planning (Ep.35) →

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 … Continue reading Avoiding The Down While Earning The Up with Laurence Black (Ep. 34) →

In any industry, it’s not just about what you know. It’s about who you know. In this episode, Tim Whisler is joined by Jeremy Houser, vice president and senior advisor development consultant at InsurMark and host of the Advisor Mentorship Podcast. Jeremy shares his knowledge as an outside mentorship source, revealing the benefits of leveraging … Continue reading It’s All About Who You Know with Jeremy Houser (Ep. 33) →

The U.S. Federal Reserve continues to remain uncertain in the early months of 2022.  Because of this, for those in or entering retirement, planning for the future is more important than ever. In this episode, Tim Whisler dives into retirement planning preparations for 2022, focusing on retirees and how inflation, market volatility, and taxes impact … Continue reading 32. Retirement Planning in 2022 →