Shows / Retiring Today
Retiring Today
Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession? Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will…
Episodes
- Retiring Today
146. You're Ready to Retire. Now What?
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com…
- Retiring Today
145. Medicare: You Can’t Set it and Forget It
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com Whether…
- Retiring Today
144. Explode Your Tax Savings: Discover 3 Commonly Overlooked Opportunities
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com Hard…
- Retiring Today
143. How 10 Types of Retirement Income are Taxed (Rebroadcast)
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com ABOUT…
- Retiring Today
142. What Does Customized Really Mean?
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com A…
- Retiring Today
141. Your Medicare Questions Answered
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com We are…
- Retiring Today
140. The Truth About Mutual Funds
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com You have…
- Retiring Today
139. What They Don’t Tell You About Electing Social Security
Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15…
- Retiring Today
138. Breaking Down the Financial Headlines to Find Opportunity in Chaos
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com We are…
- Retiring Today
137. People Fear Retirement More Than Death
Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15…
- Retiring Today
136. Investment Recovery Playbook
Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com Do you have more…
- Retiring Today
135. Retire Your Way: Longevity, Health Care
Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15…
- Retiring Today
134. Retire Your Way: The Power Of Planning
Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com. To schedule a 15…
- Retiring Today
133. Should I Consider a Lump Sum Pension Payout?
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com Those on…
- Retiring Today
132. 10 Questions to Help You Find The Right Retirement Planner
Do you have questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com More than…
- Retiring Today
131. The Retirement Rule That's (Mostly) Wrong (Rebroadcast)
Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com This week…
- Retiring Today
130. Why Investments Aren't Enough
Learn about everything you need to plan for in retirement! Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com — ABOUT THIS EPISODE…
- Retiring Today
129. Eight Things Medicare Doesn't Pay For
Take advantage of our complimentary online workshop and watch from your couch! Sign up for Journey to Retirement at RetireWithMerkle.com — ABOUT THIS EPISODE…
- Retiring Today
128. The Importance of Planning Your Funeral in Advance
Don’t wait! Have a plan in place and DOWNLOAD your Succession Plan Checklist now at SuccessionChecklist.com — Are you worried about having a plan in place when…
- Retiring Today
127. Tax Mindset Makeover: Transform The Way You Think About Taxes
Are you wondering how to transform the way you think about taxes in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement…
- Retiring Today
126. Could the Debt Limit Crisis Derail Your Retirement?
Are you worried about how the debt limit crisis could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement…
- Retiring Today
125. Finding Joy in Retirement with Joy Connoisseur Lisa Even
Joy is such a big part of retirement, and studies show that those who enjoy retirement the most find things that bring them joy – it seems obvious but it can…
- Retiring Today
124. The Showdown: Plan vs. Decision
Do you have a plan for retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation at…
- Retiring Today
123. Are You Ready to Retire? (Rebroadcast)
This week we are rebroadcasting one of our most popular episodes! Follow along with Loren, AnnaMarie, Molly, and Richelle as they discuss the importance of…
- Retiring Today
122. Why Retirement is Different for Women
What challenges could you as a woman face in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner or our Director of…
- Retiring Today
121. What's The Best Way to Leave Money to Your Children and Grandchildren?
Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com -- ABOUT THIS EPISODE It makes sense that you may want to pass on some of your…
- Retiring Today
120. How 10 Types of Retirement Income Are Taxed
Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com -- ABOUT THIS EPISODE Have you ever wondered how to decrease your retirement tax…
- Retiring Today
119. Myths About Social Security: Solved
Is Social Security still a mystery to you? Schedule your 15 Minute Retirement Check-Up Call to get your questions answered and talk with a retirement planner…
- Retiring Today
118. Miserable Markets Could be Good News for you
Want to make the most out of your investments in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at…
- Retiring Today
117. Retiring Through The Decades: 50s
Is retiring in your 50s right for you? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation here…
- Retiring Today
116. Retiring Through The Decades: 70s
Is retiring in your 70s right for you? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner about your specific situation here…
- Retiring Today
115. Retiring Through The Decades: 60s
Is retiring in your 60s right for you? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHU -- ABOUT…
- Retiring Today
114. SECURE Act 2.0 Part Three: Catch-Up Contributions and Annuities
Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here…
- Retiring Today
113. SECURE Act 2.0 Part Two: 529 Plans and Roth Changes
Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here…
- Retiring Today
112. SECURE Act 2.0 Part One: What You Need to Know
Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here…
- Retiring Today
A Special Message from Loren Merkle on 2023
Check out this special message from Loren Merkle and producer, Richelle Smith, on what is ahead in 2023!
- Retiring Today
111. You Can Thank Inflation for These 2023 Changes
If you have concerns about how inflation could affect you in 2023, schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here…
- Retiring Today
110. Is 2023 The Year You Retire?
If you have concerns about retirement in 2023, schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHUi…
- Retiring Today
109. The Retirement Red Zone
If you have questions about the retirement red zone, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi In this episode of Retiring…
- Retiring Today
108. Only 11% of Pre-Retirees Plan to Delay Social Security Until 70
If you have concerns about when to take Social Security in retirement, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi -- 86% of…
- Retiring Today
A Special Thanksgiving Message
With Thanksgiving just days away, we wanted to thank all our listeners! Whether you just found us for the first time or have been listening since the…
- Retiring Today
107. Breaking Down 4 Retirement Barriers
What is keeping you from retirement? In this episode of Retiring Today, Loren Merkle and Molly Nelson bust through the barriers and offer solutions to some of…
- Retiring Today
106. There's a Recession: Who's Helping You Through It?
If you have questions about the risks that could affect your retirement, schedule your 15 Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi -- There…
- Retiring Today
105. The Three Stages of Money
You've saved for thirty or forty years and as retirement nears you start to think about your transition to spending that hard-earned money. On this episode of…
- Retiring Today
104. Preparing for Retirement in 2023
How do you feel about 2022? Are you glad it's almost over or are you savoring the last couple of months of the year? In this episode of Retiring Today, Chawn…
- Retiring Today
103. Could a Recession Ruin Your Retirement?
Schedule a 15-Minute Retirement Check-Up Call here: https://bit.ly/3bDqHUi Inflation has soared, interest rates are on the rise, and the stock market is in a…
- Retiring Today
102. Eliminating RMD Surprises
You spend decades saving for retirement, taking advantage of tax-deferred accounts and traditional IRAs, however there can be strings attached! On this episode…
- Retiring Today
101. How to Find the Best Senior Living Option
Trying to figure out housing for yourself or a loved one can be overwhelming. Perhaps you are trying to decide whether to downsize or join a retirement…
- Retiring Today
100. How Retirement has Changed Over the Last 100 Episodes
This episode is all about celebrating our 100th episode of Retiring Today. We reflect on the topics that dominate our retirement conversations, the impact…
- Retiring Today
99. 4 Strategies to Combat Rising Inflation
The Federal Reserve raised benchmark interest rates by another three-quarter of a percentage point this week, and many are wondering how this will affect your…
- Retiring Today
98. Medicare Law Updates and What They Could Mean for You
Staying up to date on new legislation is crucial in keeping your retirement plan as resilient as possible. In this episode of Retiring Today, our Director of…
- Retiring Today
97. How to Navigate the Caregiving Path
Caring for a spouse or loved one can have a lasting effect on you and your retirement plans. Will you need to retire early? Do you know how to navigate your…
- Retiring Today
96. Could Your 401(k) be a Tax Trap?
Defer, defer, defer - that's the age-old tax mantra. But could it actually be a tax trap? We explore why the money you’ve worked so hard to save in your 401(k)…
- Retiring Today
95. The Importance of a Succession Plan
A little planning now can go a long way when life takes unexpected turns. In this episode of Retiring Today, we discuss some of the items on our Spousal…
- Retiring Today
94. Preparing for Medicare Annual Enrollment
There are lot of options when it comes to Medicare and healthcare coverage in retirement. In this episode of Retiring Today, AnnaMarie Morrow joins Molly…
- Retiring Today
93. The Retirement Rule That's (Mostly) Wrong
You've likely heard the rule that states: "You’ll need 70 to 80 percent of the income you made in your final years of employment in order to live a comfortable…
- Retiring Today
92. Roth Conversions are on Sale
Everybody likes a bargain. Today we discuss why Roth conversions are on sale and how to implement this powerful strategy into your retirement plan.
- Retiring Today
91. What is a Stock Market Crash?
So far, 2022 has been a roller coaster. Inflation, rising interest rates, and Russia invading Ukraine have sparked volatility in the stock market. Throughout…
- Retiring Today
90. Women in Retirement
Women face a unique set of challenges in retirement. It can be tough to navigate Social Security benefits, tax questions, and health care plans in today's…
- Retiring Today
89. Strategies to Utilize in a Bear Market
As you watch the stock market swing, inflation soar, and interest rates rise, you may be wondering, can I still retire or stay retired? In this episode, we…