All Blog Posts

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Navigating Your Financial Future When Your Advisor Retires

March 24th, 2024

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 […]

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Essential Legacy Planning Documents for a Secure Retirement

March 17th, 2024

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.  […]

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Understanding Retirement Income Strategies | A Mindset Shift

March 3rd, 2024

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 […]

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Retire Before 65 by Rethinking Your Health Care Options

February 25th, 2024

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 […]

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How to Build Your Investment Portfolio for Retirement

February 18th, 2024

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 […]

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Understanding Taxes in Retirement

February 11th, 2024

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 […]

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3 Ways to Overcome The Fear of Running Out of Money in Retirement

February 4th, 2024

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 […]

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