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 risks you should consider when planning for retirement.
Is your money safe and protected from loss? Are fees dragging down your savings?
Book a complimentary consultation at RetirementUnbroken.com
Call Merrit now at (858) 521-9700
Episode 23
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February 17, 2023
The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you plan for those who will still be here...
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Episode 16
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December 23, 2022
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
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