Welcome to the Retirement (UN)Broken Show!
Airing Saturdays from 1-2 PM PST in the San Diego area on 96.1 FM & 1170 AM, The Answer (KCBQ)
Click here to Book Your Consultation or complete the form below with any additional questions or requests.
Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future.
Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Welcome to the Reitrement (UN)Broken Podcast and Radio Show! Your Host is Merrit Strunk.
Why do you want to listen?
Merrit is passionate about educating pre-retirees, retirees, and business owners on how to retire successfully. On the show, you will learn key strategies to protect and grow your wealth. As a fiduciary, Merrit is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for Roth IRA ladder conversions to help his clients reduce the total taxes they will be required to pay during their retirement.
With $30 Trillion in US National Debt, Merrit as well as many economists believe that it is likely that taxes will increase in the future. Merrit will help you formulate an investment plan that will work well for your retirement. If you are looking for a TAX-Efficient, Fee-Efficient, and Market-Efficient financial plan then you are listening to the right Financial Podcast!
We air the Retirement (UN) Broken Show every Saturday from 1:00 PM to 2:00 PM on 96.1 FM and KCBQ 1170 AM The Answer in San Diego, CA.
Our listeners to the (UN) Broken Retirement Show are people interested in protecting and growing their wealth. They are savvy investors who want to reduce fees and taxes during retirement. We work with clients across the country. We meet with people interested in protecting and growing their wealth in person in our offices or online via a ZOOM.us video call.
We offer complimentary Portfolio Analysis for every Active Wealth Show Listener to help you make informed decisions about your financial future.
Don’t you want to get your money working as hard as you do?
If so, feel free to give us a call anytime at (858) 521-9700 to help you invest and retire successfully and help you achieve an (UN) Broken Retirement.
MEET YOUR HOST
Merrit A. Strunk
Founder and President of Momentum Financial & Insurance Services LLC Registered Investment Advisor, Certified Financial Fiduciary™, Author, and Radio & Podcast Host
Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
RETIREMENT (UN)BROKEN offers inspirational advice on how to enjoy your life to its fullest. The largest transition to retirement in U.S. history is happening right now and it’s critical that you make the right decisions that will lead to a happy retirement!
Your retirement could be off track and you may not even know it. It’s hard to detect and sometimes it’s too late when you do.
In this insightful book, you’ll discover the four reasons why so many people retire broke and stressed. RETIREMENT (UN)BROKEN is a guide written by Certified Financial Fiduciary and author, Merrit A. Strunk.