220. Retirement Milestones By Decade | Decisions to Make In Your 50s, 60s, and 70s
Description
Every stage of life brings new financial milestones, and retirement is no different. From your 50s through your 70s, there are decisions you will make that can significantly affect your confidence, income, and lifestyle in retirement. In this episode, the Retiring Today team showcases our first digital magazine — Your Retirement Milestone Guide. This new resource is designed to help you see the full picture of retirement planning and understand why timing and preparation make such a difference.
You’ll also meet Adventurous Angie — a newly retired professional who spent 47 years with the same company. Learn how she earned her nickname, what’s on her multiple “bucket lists,” and how she’s making the most of retirement after answering the big question: Am I ready? Angie’s story brings these milestones to life, showing how clarity and planning can turn uncertainty into confidence.
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Download your copy of the Retiring Today Magazine at https://bit.ly/4nDw5eE
Ready to take the next step? Schedule a RetireReady Call at https://bit.ly/4933lZb
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Loren Merkle
CFP®, RICP®, Certified Financial Fiduciary®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Clint Huntrods
Certified Financial Fiduciary®, PhD
https://merkleretirementplanning.com/staff-members/clint-huntrods/
Molly Nelson
Host of Retiring Today with Loren Merkle
https://merkleretirementplanning.com/staff-members/molly-nelson/
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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.The testimonial shared in this episode is provided by a current client, who did not receive compensation for their experience with Merkle Retirement Planning. This testimonial does not present conflicts of interest due to the relationships or services offered. This published testimonial is representative of this individual’s experience only. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.




