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?
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Call Merrit now at (858) 521-9700
Episode 7
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September 23, 2022
Merrit reacts to the latest interest rate hike by the Federal Reserve and explains what you can do about it right now. He also...
00:52:00
Episode 4
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September 02, 2022
This week, Merrit continues his series on the Smart Retirement Plan. We discuss the importance of having a Smart Review of your finances and...
00:52:00
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...
00:52:00