Retiring Today

By Merkle Retirement PlanningBusiness Investing

Retiring Today episodes

November 18, 2022 107. Breaking Down 4 Retirement Barriers
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.
25 min
November 11, 2022 106. There's a Recession: Who's Helping You Through It?
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
29 min
November 04, 2022 105. The Three Stages of Money
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
27 min
October 28, 2022 104. Preparing for Retirement in 2023
How do you feel about 2022? Are you glad it's almost over or are you savoring the last couple of months of the year? In this episode of Retiring Today, Chawn Honkomp and Molly Nelson talk about your concerns and questions about 2022, what to look forward to in 2023, and what you can do right now to take control of it all!
35 min
October 21, 2022 103. Could a Recession Ruin Your Retirement?
Schedule a 15-Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi
Inflation has soared, interest rates are on the rise, and the stock market is in a slump. You want to retire but you may be wondering how? In this episode of Retiring Today, Chawn Honkomp joins Loren Merkle and Molly Nelson in the podcast booth to discuss ideas on how to retire during a recession.
Are you wondering if you can retire in a recession? Schedule a 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi
36 min
October 14, 2022 102. Eliminating RMD Surprises
You spend decades saving for retirement, taking advantage of tax-deferred accounts and traditional IRAs, however there can be strings attached! On this episode of Retiring Today, we talk about RMDs and how to eliminate the shock of surprise.
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If you have questions about how you can avoid these surprises, schedule a 15 Minute Retirement Check-Up Call with one of our retirement planners at https://merkleretirementplanning.com/schedule-a-visit/
30 min
October 07, 2022 101. How to Find the Best Senior Living Option
Trying to figure out housing for yourself or a loved one can be overwhelming. Perhaps you are trying to decide whether to downsize or join a retirement community. Maybe your parent has considering assisted living or a nursing home. When it comes to making these decisions, there are an overwhelming amount of options, including how to pay for it all. In this episode of Retiring Today, Becky Montgomery of Senior HomeFinder joins us to talk about how to find the best senior living option for yourself or a loved one.
If you're interested in talking with Becky Montgomery or want to learn more about how she can help you and your loved ones, give her a call at 515-770-8831 or visit SeniorHomeFinderofIowa.com.
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If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com.
32 min
September 30, 2022 100. How Retirement has Changed Over the Last 100 Episodes
This episode is all about celebrating our 100th episode of Retiring Today. We reflect on the topics that dominate our retirement conversations, the impact legislation has on your retirement, and what we are watching for next. Join Molly Nelson and Loren Merkle in this monumental episode of Retiring Today.
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If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com.
35 min
September 23, 2022 99. 4 Strategies to Combat Rising Inflation
The Federal Reserve raised benchmark interest rates by another three-quarter of a percentage point this week, and many are wondering how this will affect your retirement. In this episode of Retiring Today, Molly Nelson and Loren Merkle discuss four strategies you can implement into your portfolio to protect your assets against inflation.
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If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com.
30 min
September 16, 2022 98. Medicare Law Updates and What They Could Mean for You
Staying up to date on new legislation is crucial in keeping your retirement plan as resilient as possible. In this episode of Retiring Today, our Director of Medicare, AnnaMarie Morrow joins us to talk about recent changes to Medicare laws and how you and your retirement could be affected.
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If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com.
29 min