Retiring Today

Dreaming of retirement at age 62? This episode of Retiring Today is packed with vital action steps to get you ready. Key topics include the power of Roth conversions, Social Security analysis, and optimizing your 401K. Whether it's understanding investment risks, crafting a comprehensive retirement plan, or maximizing Social Security benefits, this episode equips you with the knowledge to make inf...

If you're 59 and looking to improve your retirement readiness, you're in the right place. Join hosts Loren Merkle, Clint Huntrods, and Molly Nelson as they discuss actionable strategies for a secure retirement. Learn about the benefits of in-service rollovers, managing market volatility, and maximizing catch-up contributions. Discover the powerful impact of Roth conversions and fixed index...

Are you 57 and dreaming of retirement? In today's episode of Retiring Today with Loren Merkle, we give actionable steps to put yourself in a better position to plan for a successful retirement journey. - The challenges and opportunities of retiring at age 57 - What holds people back from serious retirement planning - Understanding and creating a recession-resistant portfolio - How to optimize...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/44LdPbC Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this episode of Retiring Today with Loren Merkle, Retirement Planner Clint Huntrods and Loren Merkle are talking abo...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3wmPOLl Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Retire early! Does it feel like a pipe dream? Maybe you just need a reason! We discuss 8 Reasons to Retire Early and th...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4ageQtz Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B The IRS tax code is more than 6,000 pages – it would take more than 9 days to read! While the laws may be complicated,...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3 Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Retiring Today with Loren Merkle Host Molly Nelson share insight into inflation and retirement planning.- Discover why...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3 Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Retirement Planner Loren Merkle discusses important income and investment strategies that can help you prepare for risi...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3 Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Facing the challenges of inflation can be daunting, especially as you plan for retirement. Learn actionable strategies...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xK7HnC Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this video, Retiring Today Host Molly Nelson recaps our eye-opening episode of Retiring Today with Loren Merkle. Acc...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xK7HnC Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B According to ThinkAdvisor.com, retirees leave $650 billion on the table in tax savings each year because of missed tax...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xK7HnC Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Billions of dollars are left on the table each year that could be in the hands of retirees due to a lack long-term tax...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4cLg96d Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Will Social Security go broke? Retiring Today With Loren Merkle Host Molly Nelson recaps predictions of Social Security...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4cLg96d Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/4aeNR1B Knowing when to elect Social Security can feel overwhelming. With the possibility of 81 different...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xpdWx6 Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this episode of Retiring Today discuss Social Security and the role it plays in a comprehensive...

Learn more about building a retirement plan and take the first step of your retirement journey by booking a Retire Ready Call today: https://bit.ly/4adDED6 In this episode recap, Loren Merkle discusses how you can protect your retirement savings by choosing the right financial advisor who specializes in the financial services that are best suited for your stage in life and by creating a retirement...

Learn more about how you can prepare yourself for retirement by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/ Imagine a $10 million difference between financial plans. That's right, $10 million. Alarming, right? We recently met with a couple who experienced just that. Hear a recap of their story and find out what questi...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/43rlPhp Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Retirement is one of the most important decisions that you will make and there is a lot of conflicting retirement infor...

Learn more about building a retirement plan and take the first step of your retirement journey by booking a Retire Ready Call today: https://bit.ly/3TlkB2q Retirement is so much more than investments. Did you know there are six pillars that hold up a comprehensive retirement plan? Retirement Planner Loren Merkle discusses each pillar, how they work together, and why they are the foundation of your...

Learn more about building a retirement plan and take the first step of your retirement journey by registering for our online Journey to Retirement Workshop: https://bit.ly/3ve5nUV Nothing about retirement is a straight line. There are twists and turns along the way. You don't feel the same, spend the same, or even invest the same during a 20 or 30-year retirement. That's why you can't...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3vozpFB Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this episode of Retiring Today we talk about how you can't just set your retirement plan an...

Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3Tblc70 This recap video includes a list of questions you can ask your financial advisor to ensure you have the right person on your team as you head into retirement. Not all advisors do the same things, and not all teams specialize in retirement. Find out what to look for in a retirement...

Learn more about how you can prepare yourself for retirement by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/ What is your advisor's succession plan? It can feel like a difficult conversation to have, but it's an important one. After all, this is your retirement savings. If the person you are working with doesn'...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4ay3D8f Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this episode of Retiring Today we give you some steps you can take if your financial advisor is...

Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D How does probate work? Do you need a will or a trust to avoid probate? Retirement Planner Loren Merkle breaks down the probate process, plus tips on how to make sure you don't make a common trust mistake. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED P...