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...

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...

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...

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...

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...

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...

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...

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...

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...

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...