Find Balance and Confidence in Your Retirement Plan | Retiring Today with Loren Merkle [Video]

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit – https://bit.ly/4dFSdRN

Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. – https://bit.ly/4aeNR1B

Navigating the transition to retirement can feel overwhelming, but in this episode of Retiring Today with Loren Merkle, we discuss how to find balance and confidence in your retirement decisions. Join us as we break down the key strategies for a successful retirement.

– Understanding and managing record inflation
– Creating a recession-resistant portfolio
– Strategies for a diversified income plan
– Utilizing the 59 1/2 in-service rollover
– Protecting against future inflation

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/

Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapter
00:00 Introduction

00:31 Balancing pre-retirement and parental concerns.

04:05 Prepare recession-resistant portfolio.

07:55 Jill’s income gap impacts her lifestyle goals.

12:32 401K in-service rollover to IRA for control.

13:55 Consider tax implications before 401K to Roth IRA rollover.

16:40 Workshop teaches recession-resistant portfolio for retirement planning.

21:09 Diversified income plan with different investment strategies.

25:22 Retirement workshop: strategies, goals, confidence, Social Security.

27:03 Retirement workshop offering answers and guidance. Register now.

—
This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.