Read about the six pillars of a retirement plan
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. – Learn why almost everyone needs a legacy plan, regardless of the size of their assets. – Understand the misconceptions surrounding wills and trusts and…
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 importantly, what it isn’t. They cover: – The difference between a 401(k) investment account and a comprehensive retirement plan. – Understanding your 401(k)’s benefits, including…
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 this phase of life, including: – The downfall of using Rules of Thumb in retirement planning – The upside of controlling your own paycheck in…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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 importantly, what it isn’t. They cover: – The difference between a 401(k) investment account and a comprehensive retirement plan. – Understanding your 401(k)’s benefits, including…
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…
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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