Retirement Unbroken

How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years

Merrit Strunk — Fri, 03 Mar 2023 19:15:59 +0000

On this week’s show, Merrit talks about taxes and how to avoid big tax bills in retirement. Plus, if you are self-employed, you do not want to miss this week’s show! If you’re thinking about going back to work during retirement, we have some tips for you – and potential downsides to consider.

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How We Help Navigate the Top Concerns of Retirees and Pre-Retirees

Merrit Strunk — Fri, 24 Feb 2023 19:47:00 +0000

Have you been paying attention to our recent shows? We’ll find out this week when we play Right or Wrong! Plus, Merrit will talk about the top concerns of American retirees. He will also share a list of the top Healthy Habits of Happy Retirees.

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Living a Smart Retirement Lifestyle & Estate Planning for Your Family

Merrit Strunk — Fri, 17 Feb 2023 19:40:00 +0000

The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you plan for those who will still be here when you get “promoted off the planet.” Plus, Merrit will discuss how you can live the lifestyle you want in your golden years, and how making Smart Adjustments to your plan along the way can really improve your retirement earnings.

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Following These Rules Will Make or Break Your Retirement

Merrit Strunk — Fri, 10 Feb 2023 20:36:00 +0000

Abiding by the rules doesn’t sound like fun, but there are a few rules that can make retirement much more enjoyable. Merrit goes into detail on this week’s show. Plus, do you need a “Smart Review” of your financial plan? Contact Merrit today for a no-obligation consultation. Finally, in our inflation demonstration we take a look at how much Super Bowl tickets have cost over the last six decades.

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Important Retirement Planning Changes You Need to Know for 2023

Merrit Strunk — Fri, 03 Feb 2023 19:15:00 +0000

As the song says, “the times they are a-changin’!” New legislation passed late last year called “Secure Act 2.0” and it could have a big impact on your retirement plan. Merrit will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart Care.

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Get Smart About Retirement: Risk, Safety and Taxes

Merrit Strunk — Fri, 27 Jan 2023 19:17:00 +0000

There are a lot of risks to consider when planning for retirement. This week, Merrit continues looking at different aspects of a Smart Retirement Plan. We also discuss Smart Safe and Smart Tax strategies. Plus, the weekly Market Update, and there’s some “shocking” news about electricity prices!

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Do You Have a Smart Retirement Plan?

Merrit Strunk — Fri, 20 Jan 2023 21:04:00 +0000

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 shares his thoughts about where the economy could be headed following the latest inflation numbers.

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Say Goodbye to Unnecessary Expenses in 2023!

Merrit Strunk — Fri, 13 Jan 2023 20:19:00 +0000

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 where retirees are moving these days.

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How to Take Control of Your Financial Situation

Merrit Strunk — Fri, 06 Jan 2023 22:28:00 +0000

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 advisor like Merrit can help!

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Looking Ahead to 2023: How a Possible Recession Could Impact Your Retirement Plans

Merrit Strunk — Fri, 23 Dec 2022 16:12:00 +0000

Questions about retirement?

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Call Merrit today at (858) 521-9700

How Annuities Work with Special Guest, Ford Stokes

Merrit Strunk — Fri, 16 Dec 2022 21:31:00 +0000

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 end-of-year reminders and shares a helpful checklist for you to use as you make preparations for the new year.

Questions about retirement?

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Call Merrit today at (858) 521-9700

Seven Questions to Ask Yourself Before You Retire

Merrit Strunk — Fri, 09 Dec 2022 21:33:00 +0000

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 protected? Questions about retirement?

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How to Take Control of Your Money in 2023

Merrit Strunk — Fri, 02 Dec 2022 21:20:00 +0000

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.

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The Most Overlooked Part of Retirement Planning

Merrit Strunk — Fri, 11 Nov 2022 18:29:00 +0000

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 can do to change their frame of mind when planning for retirement.

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Making a Head Start on Your New Year’s Resolutions

Merrit Strunk — Fri, 28 Oct 2022 19:52:00 +0000

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!

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How Inflation is Casting a Shadow Over the Holiday Season

Merrit Strunk — Fri, 21 Oct 2022 17:29:00 +0000

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.

Is your money safe and protected? Are fees eating away at your savings?

Book a complimentary consultation here.

To learn more about the show, visit RetirementUnbroken.com

Call Merrit today at (858) 521-9700

Politics, Profits and Peak Inflation

Merrit Strunk — Fri, 14 Oct 2022 17:14:00 +0000

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 the best options and explains the different parts of Medicare to help you make smarter decisions.

Is your money safe and protected from loss? Are fees eating away at your savings?

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Call Merrit today at (858) 521-9700

Getting To The Guarantees In Uncertain Times

Merrit Strunk — Fri, 07 Oct 2022 17:33:00 +0000

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 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 protected from loss? Are fees dragging down your savings?

Book a complimentary consultation at RetirementUnbroken.com

Call Merrit today at (858) 521-9700

How to Live Comfortably in Retirement

Merrit Strunk — Fri, 30 Sep 2022 20:23:00 +0000

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 protected from loss? Are fees dragging down your savings?

Book a complimentary consultation at RetirementUnbroken.com

Call Merrit today at (858) 521-9700

Asking the Right Financial Questions

Merrit Strunk — Fri, 23 Sep 2022 19:07:00 +0000

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 loss? Are fees dragging down your savings?

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Call Merrit today at (858) 521-9700

The Smart Retirement Plan: Smart Health, Smart Care and Smart Reinvesting

Merrit Strunk — Fri, 16 Sep 2022 19:19:00 +0000

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 talks about long-term care and why you should reinvest your money for a better retirement.

Is your money safe and protected from loss? Are fees dragging down your savings?

Book a complimentary consultation at RetirementUnbroken.com

Call Merrit now at (858) 521-9700

Retirement Misconceptions and Risks

Merrit Strunk — Mon, 12 Sep 2022 12:59:00 +0000

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.

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Call Merrit now at (858) 521-9700

The Smart Retirement Plan: Smart Review and Smart Income Strategies

Merrit Strunk — Fri, 02 Sep 2022 16:34:00 +0000

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 people to take control their financial futures by rewriting the story they’ve been telling themselves about how to handle money.

Is your money safe and protected from loss? Are fees dragging down your savings?

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Call Merrit now at (858) 521-9700

The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies

Merrit Strunk — Mon, 29 Aug 2022 15:36:00 +0000

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 from loss? Are fees dragging down your savings?

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Book a complimentary consultation at RetirementUnbroken.com

The Smart Retirement Plan: Balancing Risk For Your Financial Well-Being

Merrit Strunk — Fri, 19 Aug 2022 20:00:00 +0000

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?

Book a complimentary consultation at RetirementUnbroken.com

Call Merrit today at (858) 521-9700

How to Build a Smart Retirement Plan

Merrit Strunk — Fri, 12 Aug 2022 18:06:00 +0000

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 your free consultation at RetirementUnbroken.com

Call Merrit today at (858) 521-9700