Read about the six pillars of a retirement plan
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…
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 Planning at Age 59: Taking Action Steps for a Secure Future
Planning for retirement is a journey filled with anticipation, excitement, and certainly a fair share of apprehension. At age 59, the runway to retirement becomes increasingly clearer, yet the path may be strewn with uncertainties. Experienced retirement planners Loren Merkle and Clint Huntrods, explored actionable strategies for those on the brink of this exciting transition….
Navigating Your Path to Early Retirement at Age 57
Are you 57 and dreaming of retirement? You’re not alone. Many individuals in their late 50s begin to seriously envision their retirement. Yet, transitioning from dreaming to doing can feel overwhelming. With numerous moving pieces and uncertainties, it’s crucial to start your journey with a plan. Experienced retirement planners Loren Merkle and Chawn Honkomp dive…
How to Fill Your Time and Find Joy in Retirement
In this episode, experienced retirement planner Chawn Honkomp and host Molly Nelson sit down with special guest Lisa Even, a joy connoisseur, author, and coach. They discuss the emotional and financial aspects of retirement, emphasizing how to find joy in this new life stage. Lisa shares her insights on making joy a priority, creating a…
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…
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 investment strategies | Exploring the Role of Annuities and CDs
In this episode of “Retiring Today,” experienced retirement planners Loren Merkle and Chawn Honkomp dive deep into making sense of annuities. With the backdrop of a volatile stock market and record-high interest rates, annuities have become a hot topic for those nearing retirement. This blog post will unravel the intricate details, benefits, and considerations surrounding…
Unlocking $93,000 More From Social Security: John and Sue’s Journey
In this episode of Retiring Today, experienced retirement planners Loren Merkle and Chawn Honkomp delve into how to get an extra $93,000 out of Social Security. Get insights on maximizing benefits and learn about important Social Security basics through the case study of John and Sue from the Journey to Retirement Workshop. Discover how different…
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…
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…
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…
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…
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…
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…
Retirement Planning at Age 59: Taking Action Steps for a Secure Future
Planning for retirement is a journey filled with anticipation, excitement, and certainly a fair share of apprehension. At age 59, the runway to retirement becomes increasingly clearer, yet the path may be strewn with uncertainties. Experienced retirement planners Loren Merkle and Clint Huntrods, explored actionable strategies for those on the brink of this exciting transition….
Navigating Your Path to Early Retirement at Age 57
Are you 57 and dreaming of retirement? You’re not alone. Many individuals in their late 50s begin to seriously envision their retirement. Yet, transitioning from dreaming to doing can feel overwhelming. With numerous moving pieces and uncertainties, it’s crucial to start your journey with a plan. Experienced retirement planners Loren Merkle and Chawn Honkomp dive…
Retirement investment strategies | Exploring the Role of Annuities and CDs
In this episode of “Retiring Today,” experienced retirement planners Loren Merkle and Chawn Honkomp dive deep into making sense of annuities. With the backdrop of a volatile stock market and record-high interest rates, annuities have become a hot topic for those nearing retirement. This blog post will unravel the intricate details, benefits, and considerations surrounding…
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…
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…
Retirement Planning at Age 59: Taking Action Steps for a Secure Future
Planning for retirement is a journey filled with anticipation, excitement, and certainly a fair share of apprehension. At age 59, the runway to retirement becomes increasingly clearer, yet the path may be strewn with uncertainties. Experienced retirement planners Loren Merkle and Clint Huntrods, explored actionable strategies for those on the brink of this exciting transition….
Navigating the Complexities of Medicare: 7 Things You Need to Know
Medicare is a vital component of retirement planning, but it can be a complex and confusing topic for many. With numerous options, enrollment periods, and potential penalties, it’s essential to have a clear understanding of how Medicare works. We explore seven crucial aspects of Medicare that you might not be aware of with experienced retirement…
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…
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…
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…
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