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Retiring Today

Business:Investing

130. Why Investments Aren't Enough

2023-05-19

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Learn about everything you need to plan for in retirement! Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com

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ABOUT THIS EPISODE

Owning stocks, bonds, and annuities may feel like a retirement plan – but investments alone aren’t enough. Discover what else you need to live out your retirement vision.

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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today