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...
by Sam Davis | Oct 13, 2022 | Episodes
Volatility continues to strangle the financial markets. This week, Merrit discusses how the economy is being influenced by “the three Ps”: Politics, Profits and Peak Inflation. With the Annual Enrollment Period for Medicare also upon us, Merrit walks listeners through...
by Sam Davis | Oct 6, 2022 | Episodes
With volatility on Wall Street and inflation hurting all our wallets, Merrit discusses some ways you could actually have guarantees when it comes to your retirement planning. He also has some examples to share so you can see how to put it into practice. It’s important...
by Sam Davis | Sep 30, 2022 | Episodes
Merrit explains nine strategies that will help you live comfortably during retirement. It’s important to have your finances reviewed by a professional to ensure you are on track to meet your financial goals – so get in touch with Merrit today! Is your money safe and...
