Retiring Today

By Merkle Retirement PlanningBusiness Investing

Retiring Today episodes

September 01, 2023 145. Medicare: You Can’t Set it and Forget 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
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. Taking the time to revisit your coverage and supplement could save you money and prevent surprises when you visit the doctor or pick up a prescription.

AnnaMarie Morrow, Director of Medicare
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
34 min
August 25, 2023 144. Explode Your Tax Savings: Discover 3 Commonly Overlooked Opportunities
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™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
26 min
August 18, 2023 143. How 10 Types of Retirement Income are Taxed (Rebroadcast)

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 FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
40 min
August 11, 2023 142. What Does Customized Really Mean?
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 INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®
Molly Nelson, Host of Retiring Today
Jack Henry, Producer of Retiring Today
31 min
August 04, 2023 141. Your Medicare Questions Answered
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, Producer of Retiring Today
28 min
July 28, 2023 140. The Truth About Mutual Funds
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 FINANCIAL PLANNER™
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
30 min
July 21, 2023 139. What They Don’t Tell You About Electing Social Security
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 uncover what they don’t tell you about Social Security!

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
16 min
July 14, 2023 138. Breaking Down the Financial Headlines to Find Opportunity in Chaos
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 Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
32 min
July 07, 2023 137. People Fear Retirement More Than Death
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 FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Clint Huntrods, PhD
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
36 min
June 30, 2023 136. Investment Recovery Playbook
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 and after a recession can help you stay on track for retirement. Find out what “plays” you can run to prevent a recession from ruining your retirement.

Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
27 min