John welcomes his wife Lori to the show this week as we count down to end of 2020! The Merkel's talk about how often they talk about finances, Lori talks about having different financial concerns as woman and John talks about working with couples. Finally, what end-of-year planning do you need to be doing NOW?

John welcomes his wife Lori to the show this week as we count down to end of 2020! The Merkel's talk about how often they talk about finances, Lori talks about having different financial concerns as woman and John talks about working with couples. Finally, what end-of-year planning do you need to be doing NOW?

John welcomes his wife Lori to the show this week as we count down to end of 2020! The Merkel's talk about how often they talk about finances, Lori talks about having different financial concerns as woman and John talks about working with couples. Finally, what end-of-year planning do you need to be doing NOW?&nbsp; &nbsp;

Goodbye 2020 - End of Year Planning to do NOW!

Join John Merkel, a seasoned and skilled professional with more than 22 years of experience, focuses on working with retirees, connecting each client with the right financial tools so they can enjoy retirement. John believes his clients deserve to work with a dedicated financial professional who has the highest level of integrity, honesty, and ethics.
The most important thing to him, though, is family. They love spending time together and making memories as a family. Rose Retirement is named after John’s daughter, Lindee Rose. John believes it’s important not only to educate others on preparing for retirement but also to take steps today that will leave a lasting legacy for his own family.

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Join John Merkel, a seasoned and skilled professional with more than 22 years of experience, focuses on working with retirees, connecting each client with the right financial tools so they can enjoy retirement. John believes his clients deserve to work with a dedicated financial professional who has the highest level of integrity, honesty, and ethics. The most important thing to him, though, is family. They love spending time together and making memories as a family. Rose Retirement is named after John’s daughter, Lindee Rose. John believes it’s important not only to educate others on preparing for retirement but also to take steps today that will leave a lasting legacy for his own family.

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Goodbye 2020 - End of Year Planning to do NOW!

Goodbye 2020 - End of Year Planning to do NOW!