Latest Episodes
Episode 8
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September 30, 2022
How to Live Comfortably in Retirement
Merrit explains nine strategies that will help you live comfortably during retirement. It’s important to have your finances reviewed by a professional to ensure...
00:52:00
Episode 7
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September 23, 2022
Asking the Right Financial Questions
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 6
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September 16, 2022
The Smart Retirement Plan: Smart Health, Smart Care and Smart Reinvesting
This week, Merrit takes a look at the latest news regarding inflation and interest rates, and how those factors have been affecting the markets....
00:52:00
Episode 5
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September 12, 2022
Retirement Misconceptions and Risks
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 4
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September 02, 2022
The Smart Retirement Plan: Smart Review and Smart Income Strategies
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 3
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August 29, 2022
The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies
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