by amerilife | Sep 22, 2022 | Episodes
Merrit reacts to the latest interest rate hike by the Federal Reserve and explains what you can do about it right now. He also lists several important questions you should ask yourself during this time of economic instability. Is your money safe and protected from...
by amerilife | Sep 15, 2022 | Episodes
This week, Merrit takes a look at the latest news regarding inflation and interest rates, and how those factors have been affecting the markets. Then, the Smart Retirement Plan series continues as Merrit makes sense of the often-confusing Medicare landscape. He also...
by Benny Huynh | Sep 8, 2022 | Episodes
This week, Merrit discusses some of the major misconceptions pre-retirees and retirees have about their retirement years. He also runs down a list of risks you should consider when planning for retirement. Is your money safe and protected from loss? Are fees dragging...
by Benny Huynh | Sep 1, 2022 | Episodes
This week, Merrit continues his series on the Smart Retirement Plan. We discuss the importance of having a Smart Review of your finances and implementing some Smart Income strategies. He also helps listeners give a name to their “financial personality” and empowers...
by amerilife | Aug 26, 2022 | Episodes
Merrit continues his discussion about The Smart Retirement Plan by breaking down the different types of life insurance and tax-free income strategies. If you have questions about your financial future – please reach out to us today! Is your money safe and protected...
by amerilife | Aug 19, 2022 | Episodes
Merrit Strunk continues his discussion of The Smart Retirement plan by diving into Smart Safe, Smart Risk and Smart Tax Strategies. Is your money safe and protected from loss? Are fees dragging down your savings? Call Merrit today at (858) 521-9700 Book your free...
