This week, Merrit discusses strategies for eliminating extra fees, taxes and expenses you may currently be paying and not even know it. We also share tips about what to do if you lost money in your investment portfolio last year. Finally, Merrit talks about a study on where retirees are moving these days.
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Episode 2
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August 19, 2022
Merrit Strunk continues his discussion of The Smart Retirement plan by diving into Smart Safe, Smart Risk and Smart Tax Strategies. Is your money...
00:52:00
Episode 14
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December 02, 2022
On this week’s show, Merrit talks about some New Year’s Resolutions that he can help you keep! He also explains how to pay-off your...
00:52:00
Episode 15
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December 09, 2022
Did you know that in certain circumstances you can access your retirement funds without penalty? Merrit will tell you how it’s done on this...
00:52:00