Show Notes
Questions about retirement?
Book a Complimentary Strategy Session Here
For More Information on the Show, Go To RetirementUnbroken.com
Call Merrit today at (858) 521-9700
Questions about retirement?
Book a Complimentary Strategy Session Here
For More Information on the Show, Go To RetirementUnbroken.com
Call Merrit today at (858) 521-9700
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 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 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