Read about the six pillars of a retirement plan
The Complete Guide to Medicare in 2025
In this episode of Retiring Today, Loren Merkle and AnnaMarie Morrow discuss the most critical Medicare updates that will help you make the best decisions for your retirement plan. –…
Year-End Tax Planning | 5 Strategies to Boost Your Retirement Income
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you…
Rethinking Your IRA Strategy
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you…
The Ultimate Guide to Help Beat Inflation in Retirement
Retirement is a phase in life that should be enjoyed, not spent worrying about running out of money. But with inflation spikes in recent years, many are concerned about sustaining…
There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence
Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her…
We’re Off to Plan Retirement | The Yellow Brick Road to Retirement
Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical…
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…
The Complete Guide to Medicare in 2025
In this episode of Retiring Today, Loren Merkle and AnnaMarie Morrow discuss the most critical Medicare updates that will help you make the best decisions for your retirement plan. – Complete explanation of the $2000 out-of-pocket maximums for Medicare Part D Key topics: – A comprehensive breakdown of Medicare Parts A, B, C, and D…
Year-End Tax Planning | 5 Strategies to Boost Your Retirement Income
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
Rethinking Your IRA Strategy
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
The Ultimate Guide to Help Beat Inflation in Retirement
Retirement is a phase in life that should be enjoyed, not spent worrying about running out of money. But with inflation spikes in recent years, many are concerned about sustaining their lifestyle in retirement. Here is a comprehensive guide to help you plan for and navigate inflation in retirement. Understanding the Impact of Inflation Why…
There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence
Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her reach her goal, you don’t have to navigate your retirement journey alone. We take a journey down the yellow brick road to help you build…
We’re Off to Plan Retirement | The Yellow Brick Road to Retirement
Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical yet informative journey along our own yellow brick road to plan for retirement with Dorothy (host Molly Nelson), the Lion (Retirement Planner Loren Merkle), and…
Year-End Tax Planning | 5 Strategies to Boost Your Retirement Income
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
Rethinking Your IRA Strategy
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
The Ultimate Guide to Help Beat Inflation in Retirement
Retirement is a phase in life that should be enjoyed, not spent worrying about running out of money. But with inflation spikes in recent years, many are concerned about sustaining their lifestyle in retirement. Here is a comprehensive guide to help you plan for and navigate inflation in retirement. Understanding the Impact of Inflation Why…
There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence
Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her reach her goal, you don’t have to navigate your retirement journey alone. We take a journey down the yellow brick road to help you build…
We’re Off to Plan Retirement | The Yellow Brick Road to Retirement
Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical yet informative journey along our own yellow brick road to plan for retirement with Dorothy (host Molly Nelson), the Lion (Retirement Planner Loren Merkle), and…
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…
Year-End Tax Planning | 5 Strategies to Boost Your Retirement Income
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
Rethinking Your IRA Strategy
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
The Ultimate Guide to Help Beat Inflation in Retirement
Retirement is a phase in life that should be enjoyed, not spent worrying about running out of money. But with inflation spikes in recent years, many are concerned about sustaining their lifestyle in retirement. Here is a comprehensive guide to help you plan for and navigate inflation in retirement. Understanding the Impact of Inflation Why…
There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence
Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her reach her goal, you don’t have to navigate your retirement journey alone. We take a journey down the yellow brick road to help you build…
We’re Off to Plan Retirement | The Yellow Brick Road to Retirement
Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical yet informative journey along our own yellow brick road to plan for retirement with Dorothy (host Molly Nelson), the Lion (Retirement Planner Loren Merkle), and…
Navigating Retirement at 62 | Essential Action Steps for a Confident Future
Reaching the age of 62 is a significant milestone, often bringing the dream of retirement within sight. However, with this anticipation comes a flurry of questions and decisions that can significantly impact the quality and security of your retirement years. Experienced retirement planners Chawn Honkomp and Loren Merkle, provide some essential action steps for individuals…
The Complete Guide to Medicare in 2025
In this episode of Retiring Today, Loren Merkle and AnnaMarie Morrow discuss the most critical Medicare updates that will help you make the best decisions for your retirement plan. – Complete explanation of the $2000 out-of-pocket maximums for Medicare Part D Key topics: – A comprehensive breakdown of Medicare Parts A, B, C, and D…
The Ultimate Guide to Help Beat Inflation in Retirement
Retirement is a phase in life that should be enjoyed, not spent worrying about running out of money. But with inflation spikes in recent years, many are concerned about sustaining their lifestyle in retirement. Here is a comprehensive guide to help you plan for and navigate inflation in retirement. Understanding the Impact of Inflation Why…
There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence
Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her reach her goal, you don’t have to navigate your retirement journey alone. We take a journey down the yellow brick road to help you build…
We’re Off to Plan Retirement | The Yellow Brick Road to Retirement
Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical yet informative journey along our own yellow brick road to plan for retirement with Dorothy (host Molly Nelson), the Lion (Retirement Planner Loren Merkle), and…
Navigating 2025 Medicare Changes | A Comprehensive Guide
Health care planning is a critical component of a secure retirement. With significant changes coming to Medicare in 2025, it’s essential to stay informed and prepared. Retirement Planner Loren Merkle and Director of Medicare AnnaMarie Morrow delve into the upcoming Medicare changes and their implications. Introduction to the 2025 Medicare Changes The landscape of Medicare…
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….
Rethinking Your IRA Strategy
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you navigate the complexities of IRAs, understand their evolution, and leverage effective strategies like Roth conversions and Qualified Charitable Distributions (QCDs). We discuss important IRA rules…
There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence
Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her reach her goal, you don’t have to navigate your retirement journey alone. We take a journey down the yellow brick road to help you build…
We’re Off to Plan Retirement | The Yellow Brick Road to Retirement
Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical yet informative journey along our own yellow brick road to plan for retirement with Dorothy (host Molly Nelson), the Lion (Retirement Planner Loren Merkle), and…
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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