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In this week’s episode of Retiring Today, host Molly Nelson and retirement planners Loren Merkle and Clint Huntrods, discuss the six essential pillars of a comprehensive retirement plan. They dive into the “RetireSecure Roadmap,” a visual representation of the retirement plans we help families and individuals build.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Clint Huntrods, CERTIFIED FINANCIAL FIDUCIARY®, 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 of Host and Retirement Planners
00:50 RetireSecure Roadmap Overview
02:44 Retirement Lifestyle
06:11 Retirement Income
10:19 Retirement Taxes
15:28 Retirement Investments
17:53 Retirement Health Care
20:37 Create a Meaningful Legacy
21:55 Outro
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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.
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