Retiring Today

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...

Learn more about building a legacy plan and take the first step of your retirement journey by booking a Retire Ready Call today: https://bit.ly/4a6ffiZ What are you putting off - a dentist appointment, mending a relationship, thinking about what happens to your assets when you're gone? You are not alone. In this episode recap, Host Molly Nelson highlights the importance of a building a legacy...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D 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/49NrPn2 In this episode of Retiring Today we discuss important mindset shifts when it comes to legacy plan...

Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ At age 59 1/2, many people have an important retirement to make: leave your money in a 401(k) or roll it into an IRA. In this recap video, Retirement Planner Loren Merkle talks about the advantages of leaving your money in your 401(k), including when it could...

Learn more about retirement income and assessing risk by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/ Using terms like moderate, aggressive, and conservative to assess investment risk are subjective. What's aggressive to one person might be moderate to another and vice versa. When it comes to your 401(k), real numbers...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3wQnVLh 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/3wHyTTp In this episode of Retiring Today we dive into the 401(k) retirement account and explore common 40...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/42YU8Mw 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/49CaTzG In this episode of Retiring Today we discuss important mindset shifts when it comes to your retire...

Discover more health care and Medicare tips by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ To make the most of retirement you have to think differently about EVERYTHING – including h...

Discover more tips to help you get started with your retirement investment plan by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ To make the most of retirement you have to think differ...

Discover more retirement tax saving strategies in the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ Retirement is a mindset shift – EVERYTHING changes including the way you should think about taxes. I...

Learn more about how to retire confidently by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop - https://merkleretirementplanning.com/workshops/ Retirement can be an exciting and stressful time in your life. In this episode of Retiring Today with Loren Merkle we help you understand how...

Are you worried about having a plan in place when you pass? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠ ABOUT THIS EPISODEDo you think you have to work until 65 because of the high cost of health care? Maybe not. In this episode, we discuss how you can reclaim your retirement! Medicare Director AnnaMarie Morrow runs the numbers to show y...

Don’t wait! Have a plan in place and DOWNLOAD your Succession Plan Checklist now at SuccessionChecklist.com Are you worried about having a plan in place when you pass? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ ABOUT THIS EPISODE When it comes to planning for retirement – we preach being prepared – and we emphasize “act now.” Your end...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ ABOUT THIS EPISODE Everything changes in retirement – including how you think about the legacy you want to leave behind. Find out which three legacy planning documents are often overlooked and how to make sure all of your ducks are in a row when it...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ ABOUT THIS EPISODE Whether this is your first year on Medicare or you’ve been on it for several years, you should take a look at your plan each year. In this rebroadcast we discuss how revisiting your coverage and supplement could save you money an...

To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE Many Americans fear they will outlive their retirement savings. We discuss three ways to overcome your fear of running out of money in retirement – including often overlooked factors like inflation and taxes. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FIN...