Latest Episodes
Episode 24
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March 03, 2023
How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years
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...
00:52:00
Episode 24
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February 24, 2023
How We Help Navigate the Top Concerns of Retirees and Pre-Retirees
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...
00:52:00
Episode 23
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February 17, 2023
Living a Smart Retirement Lifestyle & Estate Planning for Your Family
The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you plan for those who will still be here...
00:52:00
Episode 22
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February 10, 2023
Following These Rules Will Make or Break Your Retirement
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...
00:52:00
Episode 21
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February 03, 2023
Important Retirement Planning Changes You Need to Know for 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...
00:52:00
Episode 20
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January 27, 2023
Get Smart About Retirement: Risk, Safety and Taxes
There are a lot of risks to consider when planning for retirement. This week, Merrit continues looking at different aspects of a Smart Retirement...
00:52:00