Retirement Unbroken
Each week, Merrit Strunk takes to the airwaves to educate more Americans on ways to reach financial freedom. Subscribe to the podcast and tune-in every Saturday at 1:00 PM on FM 96.1 and AM 1170 The Answer in San Diego. You will learn how to take steps toward a market-efficient, fee-efficient and tax-efficient retirement. Protect and grow your wealth today by visiting Merrit online at RetirementUnbroken.com
Episodes
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 this week’s show! If you’re thinking about going back to work during retirement, we have some tips for you – and potential downsides to consider.
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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 concerns of American retirees. He will also share a list of the top Healthy Habits of Happy Retirees.
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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 “promoted off the planet.” Plus, Merrit will discuss how you can live the lifestyle you want in your golden years, and how making Smart Adjustments to your plan along the way can really improve your retirement earnings.
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 week’s show. Plus, do you need a “Smart Review” of your financial plan? Contact Merrit today for a no-obligation consultation. Finally, in our inflation demonstration we take a look at how much Super Bowl tickets have cost over the last six ...
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 your retirement plan. Merrit will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart Care.
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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. We also discuss Smart Safe and Smart Tax strategies. Plus, the weekly Market Update, and there’s some “shocking” news about electricity prices!
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For More Information, Visit RetirementUnbroken.c...
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 Plan is, and explains its first three elements: Smart Vision, Smart Inspection and Smart Planning. Plus, Merrit shares his thoughts about where the economy could be headed following the latest inflation numbers.
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 tips about what to do if you lost money in your investment portfolio last year. Finally, Merrit talks about a study on where retirees are moving these days.
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...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. The bottom line is nobody is coming to rescue your finances. You must take control, and a fiduciary financial advisor like Merrit can help!
Got questions about retirement?
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...Questions about retirement?
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Call Merrit today at (858) 521-9700
On this week’s show, Merrit speaks with renowned annuity expert Ford Stokes about his book, Annuity 360. You’ll gain helpful insights into the world of annuities and learn how they provide income for life. Plus, Merrit looks ahead to 2023 with some important end-of-year reminders and shares a helpful checklist for you to use as you make preparations for the new year.
Questions about reti...
Did you know that in certain circumstances you can access your retirement funds without penalty? Merrit will tell you how it’s done on this week’s show. He also presents a list of seven questions you should ask yourself before you retire.
Is your money safe and protected? Questions about retirement?
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On this week’s show, Merrit talks about some New Year’s Resolutions that he can help you keep! He also explains how to pay-off your mortgage so you can save more for retirement, and different strategies for making sure you have a guaranteed retirement income.
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When you’re planning for retirement, a lot of time and effort goes into saving and investing for your golden years. But do you know what happens when you call it quits at work? That’s when the “decumulation phase” kicks in. Merrit walks the listeners through what they can do to change their frame of mind when planning for retirement.
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This year is flying by and it’s time to start planning for financial success in 2023. This week, Merrit discusses some strategies to eliminate your income gap, looks at the new IRS tax brackets and much more!
Is your money safe and protected? Got questions about your finances?
Book a complimentary consultation at RetirementUnbroken.com
Call Merrit today at (858) 521-9700
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Inflation is likely here to stay, so this week, Merrit explains how it is affecting your wallet as we approach the holiday season. He also shares some cost-cutting ideas for the holidays and takes a look at the rapidly changing housing market.
Is your money safe and protected? Are fees eating away at your savings?
Book a complimentary consultation here.
Volatility continues to strangle the financial markets. This week, Merrit discusses how the economy is being influenced by “the three Ps”: Politics, Profits and Peak Inflation. With the Annual Enrollment Period for Medicare also upon us, Merrit walks listeners through the best options and explains the different parts of Medicare to help you make smarter decisions.
Is your money safe and ...
With volatility on Wall Street and inflation hurting all our wallets, Merrit discusses some ways you could actually have guarantees when it comes to your retirement planning. He also has some examples to share so you can see how to put it into practice. It’s important to have your finances reviewed by a professional to ensure you are on track to meet your financial goals – so get in touc...
Merrit explains nine strategies that will help you live comfortably during retirement. It’s important to have your finances reviewed by a professional to ensure you are on track to meet your financial goals – so get in touch with Merrit today!
Is your money safe and protected ...
Merrit reacts to the latest interest rate hike by the Federal Reserve and explains what you can do about it right now. He also lists several important questions you should ask yourself during this time of economic instability.
Is your money safe and protected from loss? Are fees dragging down your savings?
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