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Retirement Strategies | How to Stop Leaving Money on the Table
Don’t leave retirement money on the table due to taxes! We’re diving deep into strategic planning to save you potentially thousands in tax dollars. – Learn about the whopping $650 […]
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Maximizing Your Social Security | Strategies for a Smart Election
Navigating Social Security benefits can be daunting, especially when you’re on the cusp of retirement. Experienced Retirement Planner Loren Merkle breaks down the complexities to help you maximize Social Security […]
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Navigating Retirement | A Couple’s $12 Million Lesson
Discover how to navigate the complexities of retirement planning with Retirement Planners Loren Merkle and Chawn Honkomp. Learn key strategies to live comfortably, protect your nest egg, and grow your […]
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Retirement Planning | Why It’s Not a Set It and Forget It Scenario
We look at why you can’t simply “set it and forget it” when it comes to retirement planning. We highlight the importance of ongoing maintenance and adjustments to adapt your […]
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Navigating Your Financial Future When Your Advisor Retires
Navigating the transition when your financial advisor is heading into retirement can be daunting. Retirement Planners Loren Merkle and Clint Huntrods discuss what steps to take and how to stay […]
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Essential Legacy Planning Documents for a Secure Retirement
Retirement Planner Loren Merkle discusses the critical topic of legacy planning and retirement. Discover the essential documents and strategies that can ensure your legacy is preserved according to your wishes. […]
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The Truth About 401(k)s | Why It’s Not A Complete Retirement Plan
Discover the ins and outs of your 401(k) and its role in your retirement plan. Retirement Planners Loren Merkle and Chawn Honkomp dive into what a 401(k) is and, more […]
Read > Understanding Retirement Income Strategies | A Mindset Shift
CERTIFIED FINANCIAL PLANNER™ Loren Merkle discusses the crucial mindset shifts needed when rethinking retirement income. He emphasizes the importance of understanding how retirement income works and strategies needed to navigate […]
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Retire Before 65 by Rethinking Your Health Care Options
Reclaim your Go-Go years! In this episode of Retiring Today, we’ll be discussing how to rethink retirement and discover strategies for health care, Medicare, and long-term care so you can […]
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How to Build Your Investment Portfolio for Retirement
CERTIFIED FINANCIAL PLANNERTM Loren Merkle discusses the important investment mindset shift needed for retirement planning. Learn about building a recession resistant portfolio, creating dependable income, rethinking risk, and more. Loren will […]
Read >Ready to take your retirement to the next level?
Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.
Ready to take your retirement to the next level?
Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.