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 10
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October 14, 2022
Volatility continues to strangle the financial markets. This week, Merrit discusses how the economy is being influenced by “the three Ps”: Politics, Profits and...
00:52:00
Episode 20
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January 27, 2023
There are a lot of risks to consider when planning for retirement. This week, Merrit continues looking at different aspects of a Smart Retirement...
00:52:00
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