by Sam Davis | Jan 20, 2023 | Episodes
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...
by Sam Davis | Jan 13, 2023 | Episodes
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...
by Sam Davis | Jan 6, 2023 | Episodes
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...
by Sam Davis | Dec 17, 2022 | Episodes
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...
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...
