Episodes

  • How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years
    Mar 3 2023

    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.

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • How We Help Navigate the Top Concerns of Retirees and Pre-Retirees
    Feb 24 2023

    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.

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • Living a Smart Retirement Lifestyle & Estate Planning for Your Family
    Feb 17 2023

    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.

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • Following These Rules Will Make or Break Your Retirement
    Feb 10 2023

    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.

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • Important Retirement Planning Changes You Need to Know for 2023
    Feb 3 2023

    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.

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • Get Smart About Retirement: Risk, Safety and Taxes
    Jan 27 2023

    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!

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • Do You Have a Smart Retirement Plan?
    Jan 20 2023

    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.

    To Book A Consultation with Merrit Click Here

    For More Information, Visit RetirementUnbroken.com

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    52 mins
  • Say Goodbye to Unnecessary Expenses in 2023!
    Jan 13 2023

    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.

    For More Information, RetirementUnbroken.com

    To Contact Merrit Strunk, Visit Here

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    52 mins