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...

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. Is your money safe and...

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...

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...

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...

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”...

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...

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...

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...

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...