Retiring Today

By Merkle Retirement PlanningBusiness Investing

Retiring Today episodes

April 14, 2023 125. Finding Joy in Retirement with Joy Connoisseur Lisa Even
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.
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Lisa Even, Speaker, Coach, and Joy Connoisseur
LisaEven.com
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Do you have a plan for retirement? Worried about financially supporting your joy in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠
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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
34 min
April 07, 2023 124. The Showdown: Plan vs. Decision
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
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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 alert: Plan wins every time!
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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
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
38 min
March 31, 2023 123. Are You Ready to Retire? (Rebroadcast)
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.
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Are YOU ready to retire? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner or our Director of Medicare at ⁠⁠MerkleRetire.com⁠⁠
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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
AnnaMarie Morrow, Director of Medicare
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
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MerkleRetirementPlanning.com
39 min
March 24, 2023 122. Why Retirement is Different for Women
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
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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 better prepared for retirement.
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Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™

Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
26 min
March 17, 2023 121. What's The Best Way to Leave Money to Your Children and Grandchildren?
Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
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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.
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It is crucial to have a plan in place for your legacy after you are gone. Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com
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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
29 min
March 10, 2023 120. How 10 Types of Retirement Income Are Taxed
Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
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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 learn how you can be better prepared for taxes in retirement.
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Are you worried about huge tax bills in retirement? Schedule your 15 Minute Retirement Check-Up Call to get your questions answered and talk with a retirement planner at MerkleRetire.com
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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
40 min
March 03, 2023 119. Myths About Social Security: Solved
Is Social Security still a mystery to you? Schedule your 15 Minute Retirement Check-Up Call to get your questions answered and talk with a retirement planner at MerkleRetire.com
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ABOUT THIS EPISODE
Social Security is an essential part of your retirement income – but with all the information and misinformation out there, the best decision can feel like a big mystery. We make sense of Social Security myths and misconceptions – and solve the case – right now on Retiring Today.
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Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
AnnaMarie Morrow, Director of Medicare
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
23 min
February 24, 2023 118. Miserable Markets Could be Good News for you
Want to make the most out of your investments in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com
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2022 was the last year for the market since 2008. Plus- 2022's double-digit bond market loss was the worst since 1976. Miserable markets can be great news... but how? Today we talk about three reasons to be optimistic after a miserable market.
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Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
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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
28 min
February 17, 2023 117. Retiring Through The Decades: 50s
Is retiring in your 50s right for you? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation here: https://bit.ly/3bDqHU
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ABOUT THIS EPISODE
We are taking a journey through the decades - to help you live out your retirement vision! In this episode, we focus on your 50s. This is the decade where some are retiring, but most are still working and saving as much as they can to prepare for retirement.
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Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CERTIFIED PUBLIC ACCOUNTANT®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
25 min
February 10, 2023 116. Retiring Through The Decades: 70s
Is retiring in your 70s right for you? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation here: https://bit.ly/3bDqHU
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ABOUT THIS EPISODE
We are taking a journey through the decades - to help you live out your retirement vision! In this episode, we focus on your 70s. This is the decade when the government requires you to take money from some of your retirement accounts. We talk about RMD strategies that could help you pay less in taxes and have more spendable money in retirement.
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Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
23 min