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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Episode 5
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September 12, 2022
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...
00:52:00
Episode 16
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December 16, 2022
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...
00:52:00
Episode 3
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August 29, 2022
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...
00:52:00