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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Episode 12
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October 28, 2022
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...
00:52:00
Episode 6
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September 16, 2022
This week, Merrit takes a look at the latest news regarding inflation and interest rates, and how those factors have been affecting the markets....
00:52:00
Episode 21
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February 03, 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