HeyJaredRetiring Today
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.
- Indexed episodes, last 90 days
- 8
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- Sep 20, 2026
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- Aug 2, 2026
Latest episodes
248. The 5 Retirement Conversations Every Couple Should Have (opens the original)
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Most couples spend more time planning a vacation than they do planning their retirement together, and that gap has real financial consequences. In this episode of Retiring Today, Molly, Loren, and Chawn walk through the five retirement conversations every couple needs to have before they stop working, with each other and with their retirement planner. These aren't feel-good conversations. They're urgent, practical, and potentially worth tens of thousands of dollars. If you and your spouse haven'
247. Retirement Planner vs. Investment Advisor: Why the Difference Matters (opens the original)
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Not all financial advisors are retirement planners, and that distinction could be worth thousands of dollars to you. In this episode of Retiring Today, Molly, Loren, and Clint pull back the curtain on the critical difference between an accumulation advisor and a comprehensive retirement planner. We explore why someone who has done a great job growing your money may not be equipped to help you live off of it, and what a truly comprehensive retirement plan covers that an investment-only approach s
246. Will Your Money Last as Long as You Do? (opens the original)
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You've worked hard, saved diligently, and done everything right. But there's a question that keeps so many pre-retirees up at night: Will my money actually last? In this episode of Retiring Today, Molly, Loren, and Clint tackle one of the most fundamental fears in retirement, running out of money, and show you that with the right plan, it doesn't have to be your reality. We break down the retirement income gap, introduce the NOW / LATER / FOREVER income bucket framework, and walk through how a w
246. 6 Money Moves for Market Swings (opens the original)
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Market swings are inevitable, but your retirement plan doesn't have to be a victim to them. In this episode, we break down six proactive and reactive strategies you can use to protect your retirement lifestyle when the market gets volatile, plus a hypothetical example showing how one family saved over $12,800 using tax loss harvesting. Ready to take the next step? Schedule a RetireReady Call at https://bit.ly/4qiY4mS -- Loren Merkle CFP®, RICP®, Certified Financial Fiduciary® https://merkleretir
245. You’ve Inherited an IRA — Now What? (opens the original)
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Inheriting an IRA can feel overwhelming—emotionally and financially. With new rules requiring many beneficiaries to withdraw funds within 10 years, the decisions you make today could have long-term tax and retirement implications. In this episode, we walk through how to invest an inherited IRA, how withdrawal strategies impact your plan, and how to align this money with your personal goals. If you’ve recently inherited money—or expect to—this is a must-listen. Ready to take your next step in ret
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