Read about the six pillars of a retirement plan
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…
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…
The Road to Retirement at 64: Strategies, Tips, and Real-Life Examples
If you’re 64 years old and dreaming of retirement, you’re not alone. Many people find themselves teetering on the edge of this new chapter, filled with excitement and anxiety. Good planning can make the difference between a smooth transition to a financially secure retirement and running out of money in your golden years. Experienced retirement…
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…
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 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…
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…
The Road to Retirement at 64: Strategies, Tips, and Real-Life Examples
If you’re 64 years old and dreaming of retirement, you’re not alone. Many people find themselves teetering on the edge of this new chapter, filled with excitement and anxiety. Good planning can make the difference between a smooth transition to a financially secure retirement and running out of money in your golden years. Experienced retirement…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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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