How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years
Mar 03 2023 |
00:52:00
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How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years
Mar 03 2023 • 00:52:00
On this week’s show, Merrit talks about taxes and how to avoid big tax bills in retirement. Plus, if you are self-employed, you do not want to miss th...
How We Help Navigate the Top Concerns of Retirees and Pre-Retirees
Feb 24 2023 • 00:52:00
Have you been paying attention to our recent shows? We’ll find out this week when we play Right or Wrong! Plus, Merrit will talk about the top concern...
Living a Smart Retirement Lifestyle & Estate Planning for Your Family
Feb 17 2023 • 00:52:00
The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you plan for those who will still be here when you get “promot...
Following These Rules Will Make or Break Your Retirement
Feb 10 2023 • 00:52:00
Abiding by the rules doesn’t sound like fun, but there are a few rules that can make retirement much more enjoyable. Merrit goes into detail on this w...
Important Retirement Planning Changes You Need to Know for 2023
Feb 03 2023 • 00:52:00
As the song says, “the times they are a-changin’!” New legislation passed late last year called “Secure Act 2.0” and it could have a big impact on you...
Get Smart About Retirement: Risk, Safety and Taxes
Jan 27 2023 • 00:52:00
There are a lot of risks to consider when planning for retirement. This week, Merrit continues looking at different aspects of a Smart Retirement Plan...
Do You Have a Smart Retirement Plan?
Jan 20 2023 • 00:52:00
On this week’s show, it’s all about being smart with your retirement plan. Merrit breaks it down to the basics as he discusses what a Smart Retirement...
Say Goodbye to Unnecessary Expenses in 2023!
Jan 13 2023 • 00:51:55
This week, Merrit discusses strategies for eliminating extra fees, taxes and expenses you may currently be paying and not even know it. We also share ...
How to Take Control of Your Financial Situation
Jan 06 2023 • 00:52:00
On this week’s show, Merrit takes a look back at 2022 and shares ways you can plan for the future in case we experience another downturn in the market...
Looking Ahead to 2023: How a Possible Recession Could Impact Your Retirement Plans
Dec 23 2022 • 00:52:00
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