Why Making Key Retirement Decisions is Crucial [Video]

Ready to make the most of your retirement? These are some of the crucial decisions you’ll face as you approach retirement.

– Key retirement decisions and their permanency
– Managing Social Security options
– Transitioning from group healthcare plans to Medicare
– Determining monthly withdrawal amounts from your investments

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit – https://bit.ly/3zRa1uq

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

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

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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.