Retiring Today

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3Zqh7i3 Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Collecting Social Security benefits is an important part of every retirement income plan, but the process can be compli...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/49mxO2z  Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Overwhelmed with all the options when it comes to Medicare in 2025? In this episode of Retiring Today, we break down t...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4eC5nPh Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B April 15th is an important tax date, but it may not be the most important when it comes to tax planning. In this episod...

In this episode of Retiring Today, host Molly Nelson and retirement planner Loren Merkle discuss the basics of Individual Retirement Accounts (IRAs). Learn about the evolution of IRAs since their creation in 1974, the tax advantages of making contributions, and the significance of rollover strategies from employer-sponsored plans, like a 401(k) or 403(b). They also discuss the impact of the sequen...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3AByl3Q Register for our next Journey to Retirement Online Workshop to learn about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B  In this episode of Retiring Today, we explore how inflation affects your retirement savings and discuss strategies to prote...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4eaBLrW Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this week's episode of Retiring Today, host Molly Nelson and retirement planners Loren Merkle and Clint Huntrods, di...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3Uq21rg 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, Dorothy (Molly Nelson) is looking to retire and needs some help from her friends, th...

In this episode of Retiring Today, Dorothy (Molly Nelson) is looking to retire and needs some help from her friends, the Lion (Loren Merkle) and the Tin Man (Chawn Honkomp). Join Dorothy as she discovers the six essential pillars along the yellow brick road - lifestyle, income, taxes, investments, health care, and legacy - to create her retirement plan. After a long journey, Dorothy eventually rea...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4gXJY5o 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, Molly Nelson and Loren Merkle, along with AnnaMarie Morrow, Director of Medicare at...

In this episode of Retiring Today, host Molly Nelson and retirement planners Clint Huntrods and Loren Merkle dive into essential tips, strategies, and action steps for those aged 64 and dreaming of retirement. The team discusses the common mindset and concerns of individuals nearing retirement and emphasizes the importance of long-term planning through an insightful example of a hypothetical retir...

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...