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Dreaming of retirement at age 62? This episode of Retiring Today is packed with vital action steps to get you ready. Key topics include the power of Roth conversions, Social Security analysis, and optimizing your 401K. Whether it’s understanding investment risks, crafting a comprehensive retirement plan, or maximizing Social Security benefits, this episode equips you with the knowledge to make informed decisions.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®
https://merkleretirementplanning.com/staff-members/chawn-honkomp/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapters
00:00 Host Introduction
00:35 Mindset at Age 62
02:22 Comprehensive Planning, not just Investments
04:40 Roth Conversion Scenerio
09:01 Individualize Your Retirement Plan
13:27 Maximize Social Security
20:25 Action Step: Social Security Analysis
21:52 Action Step: Take a Close Look at 401k
25:05 The Journey To Retirement Workshop
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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.