『License To Spend』のカバーアート

License To Spend

License To Spend

著者： Tim Whisler
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 Get ready to unlock your License To Spend with Tim Whisler from The Whisler Agency! Tune in for expert insights on financial strategies that will empower you to confidently navigate your way to retirement freedom. Embark on a personalized financial adventure where your goals, dreams, and legacy become the main event. Let’s navigate the complexities together and ensure your retirement is not just a destination but a rewarding journey.Copyright © 2024 License To Spend マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Estate Planning: The Gift Your Family Deserves (Ep. 18)

    Estate Planning: The Gift Your Family Deserves (Ep. 18)
    2026/01/06

    Estate planning isn’t just for the wealthy. It’s a way to protect loved ones, avoid unnecessary conflict, and honor your wishes.

    In this episode of License to Spend, Tim Whisler unpacks the importance of having clear legal documents in place before life’s unexpected events occur. From powers of attorney to trusts, Tim explains how these tools reduce stress, prevent family disputes, and keep your legacy intact.

    With relatable stories and practical steps, he shows why starting the conversation now is one of the most loving things you can do for your family.

    Tim discusses:

    • Why estate planning is about caring for loved ones, not just dividing assets
    • The essential roles of financial and healthcare powers of attorney
    • How wills, trusts, and up-to-date beneficiaries work together to honor your wishes
    • Real-life examples of how planning (or lack of it) affects families
    • Tips for finding and working with the right estate planning attorney
    • And more!

    Connect with Tim:

    • (309) 291-0491
    • Email: Tim Whisler
    • LinkedIn: Tim Whisler, CRPC®, CLTC®
    • The Whisler Agency
    • LinkedIn: The Whisler Agency

    Book a Call with Tim:

    • Schedule a call

    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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    38 分
  • Protect Your Retirement: Cybersecurity Tips with Kirk Hasty, CEH, MCSE (Ep. 17)

    Protect Your Retirement: Cybersecurity Tips with Kirk Hasty, CEH, MCSE (Ep. 17)
    2025/06/04
    Are you aware of the invisible threat lurking in your retirement planning? Cybercrime isn’t only a menace to tech giants; it’s now a real risk for retirees and pre-retirees too. Tim Whisler sits down with Kirk Hasty, a seasoned professional in cybersecurity and a Certified Ethical Hacker, to discuss the emerging threats in the digital …

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

    Empowering Women in Retirement: Navigating Unique Financial Challenges (Ep. 16)
    2025/05/01
    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 …

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    33 分
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