Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHU

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ABOUT THIS EPISODE

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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today

Check out this special message from Loren Merkle and producer, Richelle Smith, on what is ahead in 2023!

If you have concerns about how inflation could affect you in 2023, schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHU

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New Year 2023 brings with it some positive changes, believe it or not, all thanks to inflation. In this episode of Retiring Today, Loren Merkle and Molly Nelson discuss the impact inflation and government changes have on your pre-retirement or retirement plans for 2023. We will go in-depth about tax bracket changes, updated contribution limits, Social Security Cost of Living Adjustments, Medicare Premiums and more.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today

If you have concerns about retirement in 2023, schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHUi

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If you plan to retire in 2023, this episode is your guide! Loren Merkle and Molly Nelson discuss what to consider and how to get started with your journey to and through retirement. They consider legislative and stock market changes in 2022 and how to take that into 2023.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today

If you have questions about the retirement red zone, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi

In this episode of Retiring Today, Molly Nelson and Chawn Honkomp discuss the red zone of retirement. Similar to football, you need to have a retirement plan in place and a team on your side to help you achieve your goals. Listen to this episode to learn how you can plan for your retirement, when to engage a retirement planner, and more!

Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®

Molly Nelson, Host of Retiring Today

If you have concerns about when to take Social Security in retirement, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi

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86% of non-retired Americans 45 and older know they could receive higher Social Security payments by delaying benefits to 70 yet only 11% of respondents said they plan to wait that long. What about you? Should you wait until 70 or elect now? In this episode of Retiring Today, we dive deep into Social Security and when could be the best time for you to start your payments.

Source: https://www.thinkadvisor.com/2022/09/13/just-11-of-near-retirees-plan-to-delay-social-security-benefits-until-70/

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today

With Thanksgiving just days away, we wanted to thank all our listeners! Whether you just found us for the first time or have been listening since the beginning, we are grateful for the continued support of our podcast. We will be back next week with a brand-new episode. Until then, we wish you and your families a wonderful Thanksgiving!

What is keeping you from retirement? In this episode of Retiring Today, Loren Merkle and Molly Nelson bust through the barriers and offer solutions to some of the things that could be keeping your from retirement.

If you have questions about the risks that could affect your retirement, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi

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There are many risks associated with retirement – inflation, the stock market, taxes and more. Retirement planners specialize in building a comprehensive long-term plan so you can feel good about where you're headed. On this episode of Retiring Today, Loren Merkle and Molly Nelson discuss the strategy behind planning for these risks to and through retirement.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today

You've saved for thirty or forty years and as retirement nears you start to think about your transition to spending that hard-earned money. On this episode of Retiring Today, Loren Merkle and Molly Nelson talk about the three stages of retirement spending and the strategy behind distributing your money to last the rest of your life.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today

If you have questions about how to strategize your spending in retirement, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi