by Sam Davis | Mar 3, 2023 | 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...
by Sam Davis | Feb 24, 2023 | Episodes
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...
by Sam Davis | Feb 17, 2023 | Episodes
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...
by Sam Davis | Feb 10, 2023 | Episodes
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...
by Sam Davis | Feb 3, 2023 | Episodes
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...
by Sam Davis | Jan 27, 2023 | Episodes
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”...
