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What Every 57-Year-Old Should Know About Retirement Planning

Автор: Retiring Today with Loren Merkle

Загружено: 2025-07-20

Просмотров: 8659

Описание: Are you 57 and dreaming of retirement? In this episode, Loren Merkle and Chawn Honkomp share why age 57 is a pivotal point for retirement planning. With adult children, aging parents, and decades of savings behind you, now is the time to begin making thoughtful decisions that align with your retirement vision.

You’ll learn how to approach retirement income planning, why health care costs and Medicare eligibility are becoming more relevant, and how to evaluate whether your current plan addresses all six pillars of a comprehensive retirement plan.
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Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4eoP4FU

Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://merkleretirementplanning.com/...

🔔 Don’t forget to like, subscribe, and turn on notifications for more retirement insights!
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Loren Merkle
CFP®, RICP®, Certified Financial Fiduciary®
https://merkleretirementplanning.com/...

Chawn Honkomp
CFP®, RICP®, Certified Financial Fiduciary®, CPA®
https://merkleretirementplanning.com/...

Molly Nelson
Host of Retiring Today with Loren Merkle
https://merkleretirementplanning.com/...
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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.

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.

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