Why You Should Test Drive Your Retirement [Video]

Planning for retirement can be daunting, but test-driving your retirement budget may offer peace of mind. Here’s how you can ensure your financial readiness by living on your projected expenses.

– Spend a year living on your projected retirement budget.
– Evaluate whether your projected monthly budget meets your lifestyle needs.
– Gain confidence in your financial plan ahead of retirement.
– Identify and address potential financial gaps or issues.
– Avoid unexpected surprises by adjusting your plan in advance.

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

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

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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.