This week, Merrit continues his series on the Smart Retirement Plan. We discuss the importance of having a Smart Review of your finances and implementing some Smart Income strategies. He also helps listeners give a name to their “financial personality” and empowers people to take control their financial futures by rewriting the story they’ve been telling themselves about how to handle money.

Is your money safe and protected from loss? Are fees dragging down your savings?

Book a complimentary consultation at RetirementUnbroken.com

Call Merrit now at (858) 521-9700