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…
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…
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 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…
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…
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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