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.
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Episode 18
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January 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...
00:51:55
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 17
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January 06, 2023
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...
00:52:00