Retiring Today

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com Hard working savers don’t deserve to be punished for doing all of the right things when it comes to saving for retirment. Discover three commonly overlooked tax savings opportunities (before they’re gone)! Loren Merkle, CERTIFIED FINANCIAL PLANNER™,...

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 Not all retirement income is taxed the same. We explore ten types of retirement income and how they are taxed. Avoid surprises and learn about steps you can take now to lower your retirement tax bill. Loren Merkle, CERTIFIED FINAN...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ A customized retirement plan – we talk about it all the time –but what do we mean? We break it down and explain why a customized plan is the only way to go when it comes to your retirement! Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INC...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ We are answering your most frequently asked Medicare questions with our Medicare Director AnnaMarie Morrow. From question to question - you asked – we answered. AnnaMarie Morrow, Director of Medicare Molly Nelson, Host of Retiring Today Jack Henry,...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠ You have to rethink the way you look at mutual funds as you get closer to retirement. What’s worked during the working years – may not cut it anymore. Find out the pros, cons, and alternatives to mutual funds. Haley Gutschenritter, CERTIFIED FINANCIA...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com You’ve been paying into Social Security your entire career. Now it’s almost time to start collecting. You have to make a big decision. Take it now or delay for bigger payments? We uncove...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ We are halfway through the year– so what can we learn from the first half of 2023? A lot! Loren breaks down this year’s financial news to help you make sense of the headlines, block out the noise, and find the opportunities ahead for 2023. Loren Me...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com A study finds many people fear retirement more than death. We talk about what you can do to face retirement fears and enter this stage of life with confidence. Loren Merkle, CERTIFIED FI...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com The threat of a recession has been hovering over the American economy since 2022. Knowing what to do during an...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com It’s the information you’ve been waiting for! Retire Your Way is more than just a mantra, it can be a reality with the right game plan. Learn more about what it means to stop dreaming an...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com . To schedule a 15 Minute Retirement Check-Up call go to MerkleRetire.com Retire your way – sounds great, right? But how do you do it? It takes a plan. We discuss how to build a retirement plan and why it’s the best way to live out your retirement vision. Lo...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠Those on the verge of retirement face a difficult pension payout decision. Take the lump sum or the monthly payments? Find out how interest rates, inflation, and taxes impact your pension decision. Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™...

Do you have questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ More than two-thirds of pre-retirees have not met with a financial advisor. This could be hurting their confidence when it comes to retirement. What’s holding you back? Is it the unknowns of the process? Uncertain of the benefits? These ten questions wil...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ This week we are rebroadcasting one of our most popular episodes! “You’ll need 70 to 80 percent of the income you made in your final years of employment in order to live a comfortable retirement.” Maybe you’ve heard of this rule before. But is it t...

Learn about everything you need to plan for in retirement! Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com — ABOUT THIS EPISODE Owning stocks, bonds, and annuities may feel like a retirement plan – but investments alone aren’t enough. Discover what else you need to live out your retirement vision. — Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFI...

Take advantage of our complimentary online workshop and watch from your couch! Sign up for Journey to Retirement at RetireWithMerkle.com — ABOUT THIS EPISODE Original Medicare covers many medical and hospital services. But some of the things it doesn't cover might surprise you. You’ll need to plan to pay for some common medical expenses. — AnnaMarie Morrow, Director of Medicare Molly Nelson, H...

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 e...

Are you wondering how to transform the way you think about taxes in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at  ⁠MerkleRetire.com⁠ -- ABOUT THIS EPISODE Retirement is a mindset shift. You are leaving the working years behind and looking forward to a new purpose – a new identity – and the time to pursue all the things you want to do in retireme...

Are you worried about how the debt limit crisis could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation at  ⁠MerkleRetire.com⁠ -- ABOUT THIS EPISODE The government has technically run out of money to meet its financial obligations and if the debt limit is not raised, it could lead to defaults on loans, unpaid...

Joy is such a big part of retirement, and studies show that those who enjoy retirement the most find things that bring them joy – it seems obvious but it can be difficult to find a new identity once you leave the working years behind. Today we are talking with speaker, coach, and joy connoisseur Lisa Even about how you can find joy in retirement. -- Lisa Even, Speaker, Coach, and Joy Connoisseur L...

Do you have a plan for retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation at  ⁠MerkleRetire.com⁠ -- ABOUT THIS EPISODE Ready or not – retirement will hit you with a lot of decisions! What if you had a plan for these decisions, how much better would your retirement be? Today we have a showdown: Plan vs Decision, and spoiler a...

This week we are rebroadcasting one of our most popular episodes! Follow along with Loren, AnnaMarie, Molly, and Richelle as they discuss the importance of staying organized with Your Retirement Checklist . This checklist could help you discover some important retirement action steps you can do right now. It could also help you decide if you are ready to retire. -- Are YOU ready to retire? Schedul...

What challenges could you as a woman face in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner or our Director of Medicare at  ⁠MerkleRetire.com⁠ -- ABOUT THIS EPISODE Retirement is different for women. You face many additional challenges that men may not in retirement. In this episode of Retiring Today, we dive into those obstacles and how you could be...

Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com -- ABOUT THIS EPISODE It makes sense that you may want to pass on some of your wealth to your children or grandchildren, but before you do it you should be aware of how the IRS may or may not tax those gifts and all the options you have for passing on your legacy. -- It is crucial to have a plan in place for yo...

Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com -- ABOUT THIS EPISODE Have you ever wondered how to decrease your retirement tax bill? It starts with knowing the ways each of your retirement accounts will be taxed based on your specific situation. In this episode of Retiring Today, we cover the taxing of Social Security, IRAs, 401(k)s, stocks, and more! Listen now to...