169. Don't Set Your Retirement Plan & Forget It

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In this episode of Retiring Today we talk about how you can't just set your retirement plan and forget it. Many external factors such as legislation and life changes can have a big impact on your retirement, creating a need to make changes to your retirement plan so you can protect your retirement savings and maximize your retirement income.

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

https://merkleretirementplanning.com/staff-members/loren-merkle/

Molly Nelson, Host of Retiring Today

https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapter

00:00 Your Cannot Set Your Retirement Plan and Forget It

02:51 How Legislation Can Impact Your Retirement

07:22 Change Your Retirement Plan to Maximize Savings with New Legislation

12:33 The Three Phases of Retirement

19:40 Review Your Retirement Plan At Least Once Per Year

20:30 How to Build a Retirement Plan

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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.