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Unlock the secrets to retiring your way with insights from retirement experts. In this episode of Retiring Today with Loren Merkle, we delve into key strategies and solutions to be confident and feel secure in retirement.
– Step-by-step retirement planning process for financial security
– Strategies to combat inflation’s impact on retirement income
– Importance of a comprehensive retirement plan including income, taxes, healthcare, and legacy planning
– Real-life examples of how proper planning can alleviate anxiety and ensure a fulfilling retirement.
Get a free digital copy of Loren’s book, “Retire Your Way” in the toolkit download above.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Clint Huntrods, PhD, Retirement Planner
https://merkleretirementplanning.com/staff-members/clint-huntrods/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 Introduction to retirement planning
05:03 Social Security
07:27 Protecting savings from inflation
13:21 Simplified retirement guide
16:35 Ensuring long-lasting retirement income
18:07 Optimizing retirement plans and investments
23:25 Early planning and flexibility
24:57 Key retirement considerations
27:38 Comprehensive retirement workshop overview
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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.