Living a Smart Retirement Lifestyle & Estate Planning for Your Family

How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years

On this week’s show, Merrit talks about taxes and how to avoid big tax bills in retirement. Plus, if you are self-employed, you do not want to miss this week’s show! If you’re thinking about going back to work during retirement, we have some tips for you – and potential downsides to consider. To Book A Consultation with Merrit Click Here [https://calendly.com/momentumfsg/un-broken-retirement-radio-initial-conversation-w-merrit?month=2023-01] For More Information, Visit RetirementUnbroken.com [https://retirementunbroken.com]

How We Help Navigate the Top Concerns of Retirees and Pre-Retirees

Have you been paying attention to our recent shows? We’ll find out this week when we play Right or Wrong! Plus, Merrit will talk about the top concerns of American retirees. He will also share a list of the top Healthy Habits of Happy Retirees. To Book A Consultation with Merrit Click Here [https://calendly.com/momentumfsg/un-broken-retirement-radio-initial-conversation-w-merrit?month=2023-01] For More Information, Visit RetirementUnbroken.com [https://retirementunbroken.com]

Living a Smart Retirement Lifestyle & Estate Planning for Your Family

The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you plan for those who will still be here when you get “promoted off the planet.” Plus, Merrit will discuss how you can live the lifestyle you want in your golden years, and how making Smart Adjustments to your plan along the way can really improve your retirement earnings. To Book A Consultation with Merrit Click Here [https://calendly.com/momentumfsg/un-broken-retirement-radio-initial-conversation-w-merrit?month=2023-01] For More Information, Visit RetirementUnbroken.com [https://retirementunbroken.com]

Following These Rules Will Make or Break Your Retirement

Abiding by the rules doesn’t sound like fun, but there are a few rules that can make retirement much more enjoyable. Merrit goes into detail on this week’s show. Plus, do you need a “Smart Review” of your financial plan? Contact Merrit today for a no-obligation consultation. Finally, in our inflation demonstration we take a look at how much Super Bowl tickets have cost over the last six decades. To Book A Consultation with Merrit Click Here [https://calendly.com/momentumfsg/un-broken-retirement-radio-initial-conversation-w-merrit?month=2023-01] For More Information, Visit RetirementUnbroken.com [https://retirementunbroken.com]

Important Retirement Planning Changes You Need to Know for 2023

As the song says, “the times they are a-changin’!” New legislation passed late last year called “Secure Act 2.0” and it could have a big impact on your retirement plan. Merrit will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart Care. To Book A Consultation with Merrit Click Here [https://calendly.com/momentumfsg/un-broken-retirement-radio-initial-conversation-w-merrit?month=2023-01] For More Information, Visit RetirementUnbroken.com [https://retirementunbroken.com]