Episodios

  • Estate Planning: The Gift Your Family Deserves (Ep. 18)

    Estate Planning: The Gift Your Family Deserves (Ep. 18)
    Jan 6 2026

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

    Protect Your Retirement: Cybersecurity Tips with Kirk Hasty, CEH, MCSE (Ep. 17)
    Jun 4 2025
    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 m
  • Empowering Women in Retirement: Navigating Unique Financial Challenges (Ep. 16)

    Empowering Women in Retirement: Navigating Unique Financial Challenges (Ep. 16)
    May 1 2025
    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 m
  • Creating a Consistent Retirement Income (Ep. 15)

    Creating a Consistent Retirement Income (Ep. 15)
    Apr 22 2025
    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 …

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    27 m
  • Retirement Identity: Finding Purpose Beyond Work (Ep. 14)

    Retirement Identity: Finding Purpose Beyond Work (Ep. 14)
    Mar 18 2025
    What does a fulfilling retirement really look like? In this episode of License to Spend, Tim Whisler invites listeners to explore the psychological shift that accompanies retirement. Tim delves into the compelling story of Jim, a former executive, to illustrate common challenges retirees face and how finding purpose can lead to a fulfilling post-career life. …

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    31 m
  • Retirement Milestones: Key Birthdays That Shape Your Financial Future (Ep. 13)

    Retirement Milestones: Key Birthdays That Shape Your Financial Future (Ep. 13)
    Feb 19 2025
    We all age, but some birthdays mean more than just another candle on the cake—they’re critical for retirement planning. This week, Tim Whisler dives into the crucial ages that play a pivotal role in retirement planning, from critical decisions starting at age 50 to the implications of reaching 70 ½ and beyond. You’ll learn how …

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    30 m
  • Preparing for Tax Changes: How the Expiration of the Tax Cuts and Jobs Act Could Affect Your Retirement (Ep.12)

    Preparing for Tax Changes: How the Expiration of the Tax Cuts and Jobs Act Could Affect Your Retirement (Ep.12)
    Jan 22 2025
    Changes to the federal tax code could significantly impact your financial planning and retirement strategies. What changes might be coming to the Tax Cuts and Jobs Act? How can you prepare for potential tax increases? In this episode of Your License to Spend, Tim Whisler dives into the intricacies of the Tax Cuts and Jobs …

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    30 m
  • How Daily Money Managers Can Help You Maintain Financial Independence with Michelle Brown (Ep. 11)

    How Daily Money Managers Can Help You Maintain Financial Independence with Michelle Brown (Ep. 11)
    Dec 18 2024
    Are you confident in your financial strategy for retirement? Have you ever wondered who can help manage your day-to-day finances when life’s challenges make it difficult to keep up? Tim Whisler is joined by Michelle Brown, a daily money manager from Advocate Money Management, who shares her insights on how daily money management can provide …

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    35 m
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