Retiring Today

Por: Merkle Retirement Planning

Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession?

Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will give you actionable tips that you can use to reach your retirement goals.

263 episodios disponibles

Latest episodes of the podcast Retiring Today

244. 8 Retirement Mistakes That Could Leave You Broke (And How to Avoid Them) 16/08/2026

243: You Have a Million-Dollar IRA. Is a Roth Conversion Worth It? 09/08/2026

242. You Have More Control Over Your Retirement Tax Bill Than You Think 02/08/2026

241. The Key Financial Decisions That Come With Each Decade of Retirement. 28/06/2026

240. Annuities Explained: Pros, Cons, and How to Know If One Belongs in Your Retirement Plan 21/06/2026

239. The Retirement Blueprint: How to Plan for Inflation, Taxes, and 30 Years of Income at the Same Time 14/06/2026

238. You Have an Estate Plan. Here’s Why It May Not Work the Way You Think 07/06/2026

237. The Three-Legged Retirement Stool Is Gone: How to Create a Personal Pension With Income Buckets, Tax Diversification, and Social Security Timing 31/05/2026

236. The Great Wealth Transfer Is Happening: How to Start the Family Inheritance Conversation and The Tax Trap Retirees Need to Know About 24/05/2026

235. The Biggest Mistakes People Make When Claiming Social Security 26/04/2026

234. 7 Steps to Retire Before 65. Even If You Think You Can't Afford To 19/04/2026

233. What If the Market Crashes in Your First Year of Retirement? 12/04/2026

232 Laid Off After 55? What to Do About Health Care, Taxes, and Your 401(k) 05/04/2026

231. Three Retirement Planning Strategies for Large IRAs ($2 Million Example) 29/03/2026

230. Retirement Taxes Explained: Pre-Tax Accounts, Roth Strategies, RMDs, and Social Security 01/03/2026

229. The Hidden Crisis: Loneliness in Retirement, Loss of Purpose, and How to Reconnect 22/02/2026

228. Do Roth Conversions Still Make Sense in 2026? 15/02/2026

227. The 6 Components of a Retirement Plan (And Why It's Not Just Your 401(k)) 08/02/2026

226. We Stress Test a $1 Million Retirement Plan 01/02/2026

225. How Long Does $1 Million Last in Retirement? 18/01/2026

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Retiring Today

Latest episodes of the podcast Retiring Today

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