by Sam Davis | Dec 9, 2022 | Episodes
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...
by Sam Davis | Dec 2, 2022 | Episodes
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. Is your...
by Sam Davis | Nov 11, 2022 | Episodes
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...
by Sam Davis | Oct 27, 2022 | Episodes
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...
by Sam Davis | Oct 21, 2022 | Episodes
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. Call Merrit today at...
