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 24
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March 03, 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...
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
Episode 11
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October 21, 2022
Inflation is likely here to stay, so this week, Merrit explains how it is affecting your wallet as we approach the holiday season. He...
00:52:00