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...

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...

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...

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...

Merrit Strunk discusses the first three components of a smart retirement plan. Tune-in over the next few weeks to hear the complete smart retirement plan series.  Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?  Book...