RETIRE YOUR WAY

Welcome to our blog filled with retirement strategies to help you live out your retirement vision.

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Elections and Your Retirement | Managing Market Uncertainty

In this episode of Retiring Today, Elections and Your Retirement, we dive into how market volatility is influenced by election cycles and effective strategies you can employ to safeguard your investments. Whether you’re apprehensive about the upcoming election’s impact on the stock market or curious about the potential changes to Social Security and how they…

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Early Retirement Strategies | 8 Reasons to Leave the Workforce Sooner

In this episode, Retirement Planners Clint Huntrods and Loren Merkle delve into the compelling reasons to consider retiring early. Discover the benefits of a more active retirement, the financial strategies to make it feasible, and how to plan for health care and Social Security.   – Learn about the significance of time as a crucial factor…

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Blue background thumbnail image, Chawn Honkomp smiling headshot wearing a suit

Simplifying Tax Strategies For Your Retirement

Discover simple yet effective tax strategies for retirement.  – Understanding the massive scope of the U.S. tax code and its implications on personal finance.  – Explore the concept of tax loss harvesting and how it can reduce your tax bill.  – Unravel the mysteries of Roth accounts, including contributions, growth, and distributions.  – Learn about…

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How to Combat Inflation for a Secure Retirement Lifestyle

Facing the challenges of inflation can be daunting, especially as you plan for retirement. Learn actionable strategies to maintain your lifestyle without falling victim to the rising costs.  – Discover how inflation has changed the cost of living over time, with a comparison of prices from the past to the present.  – Understand the difference…

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Plan Your Taxes in Retirement - Blue TV Set - YouTube Thumbnail Clint Huntrods Retirement Planner

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 billion in tax savings retirees could utilize each year with proper planning.  – Discover why traditional savings accounts, like IRAs and 401(k)s, could be a…

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Blue background with text "Is Your Income Enough" and headshot of Loren Merkle in a suit

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 options.  – Explore the difference between taking Social Security early vs. at Full Retirement Age (FRA) and how health and longevity play into this decision. …

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Early Retirement Strategies | 8 Reasons to Leave the Workforce Sooner

In this episode, Retirement Planners Clint Huntrods and Loren Merkle delve into the compelling reasons to consider retiring early. Discover the benefits of a more active retirement, the financial strategies to make it feasible, and how to plan for health care and Social Security.   – Learn about the significance of time as a crucial factor…

Read More...
Blue background with text "Where Should I Start?" with headshot of Clint Huntrods smiling in a suit

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 on track for retirement.  – Understand the impact of the baby boomer retirement wave on the economy and the financial industry.  – Discover the average…

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3 Ways to Overcome The Fear of Running Out of Money in Retirement

In this episode of Retiring Today with Loren Merkle, we discuss three practical ways to overcome the fear of running out of money in retirement. Experienced CERTIFIED FINANCIAL PLANNERsTM Loren Merkle and Chawn Honkomp discuss: – The number one money fear in retirement and the factors contributing to this fear. – Strategies for estimating your…

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Blue background thumbnail image, Chawn Honkomp smiling headshot wearing a suit

Simplifying Tax Strategies For Your Retirement

Discover simple yet effective tax strategies for retirement.  – Understanding the massive scope of the U.S. tax code and its implications on personal finance.  – Explore the concept of tax loss harvesting and how it can reduce your tax bill.  – Unravel the mysteries of Roth accounts, including contributions, growth, and distributions.  – Learn about…

Read More...
Plan Your Taxes in Retirement - Blue TV Set - YouTube Thumbnail Clint Huntrods Retirement Planner

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 billion in tax savings retirees could utilize each year with proper planning.  – Discover why traditional savings accounts, like IRAs and 401(k)s, could be a…

Read More...

Understanding Taxes in Retirement

In this episode of Retiring Today, Loren Merkle and Chawn Honkomp discuss the important mindset shift when it comes to taxes in retirement. They break down the current mindset, the need for control, and the value of thinking long term to save money on taxes. These experienced Retirement Planners cover: – The current mindset about…

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Elections and Your Retirement | Managing Market Uncertainty

In this episode of Retiring Today, Elections and Your Retirement, we dive into how market volatility is influenced by election cycles and effective strategies you can employ to safeguard your investments. Whether you’re apprehensive about the upcoming election’s impact on the stock market or curious about the potential changes to Social Security and how they…

Read More...
Blue Background with text "Protect Your Retirement" with headshot of Chawn Honkomp smiling in a suit

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 investments during retirement.  – Understand how to create a comprehensive retirement plan that goes beyond just investment advice.  – Hear how one couple’s intuition prompted…

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Blue background with text "It's Not That Easy" with headshot of host Molly Nelson smiling in a suit jacket

Retirement Planning | Why It’s Not an Easy 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 written plan to life changes and legislative updates.  Covered topics: – The need for ongoing attention to retirement plans  – Implications of legislative changes on…

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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 cover:  – Creating dependable income for retirement  – Rethinking risk and its impact on your retirement  – Portfolio construction and alternatives to the traditional 60/40…

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Early Retirement Strategies | 8 Reasons to Leave the Workforce Sooner

In this episode, Retirement Planners Clint Huntrods and Loren Merkle delve into the compelling reasons to consider retiring early. Discover the benefits of a more active retirement, the financial strategies to make it feasible, and how to plan for health care and Social Security.   – Learn about the significance of time as a crucial factor…

Read More...

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 reclaim your go-go years. Experienced Retirement Planner Loren Merkle and Merkle Retirement Planning Director of Medicare AnnaMarie Morrow cover:  – Reasons why you may not have…

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