Merkle Retirement Planning
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Retiring Today
Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession? Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will…
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244. 8 Retirement Mistakes That Could Leave You Broke (And How to Avoid Them)
243: You Have a Million-Dollar IRA. Is a Roth Conversion Worth It?
242. You Have More Control Over Your Retirement Tax Bill Than You Think
241. The Key Financial Decisions That Come With Each Decade of Retirement.
240. Annuities Explained: Pros, Cons, and How to Know If One Belongs in Your Retirement Plan
239. The Retirement Blueprint: How to Plan for Inflation, Taxes, and 30 Years of Income at the Same Time
238. You Have an Estate Plan. Here’s Why It May Not Work the Way You Think
237. The Three-Legged Retirement Stool Is Gone: How to Create a Personal Pension With Income Buckets, Tax Diversification, and Social Security Timing
236. The Great Wealth Transfer Is Happening: How to Start the Family Inheritance Conversation and The Tax Trap Retirees Need to Know About
235. The Biggest Mistakes People Make When Claiming Social Security
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