170. How You Can Protect Your Nest Egg & Retire With Confidence

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/43rlPhp Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B Retirement is one of the most important decisions that you will make and there is a lot of conflicting retirement information that you may hear. In this episode of Retiring Today, we talk about what you can do to protect your nest egg, grow your retirement investments, and live comfortably in retirement. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA® https://merkleretirementplanning.com/staff-members/chawn-honkomp/ Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ Chapter 00:00 Introduction 00:40 Understanding How to Achieve Retirement Goals 01:40 Be Cautious of Mixed Messaging Around Retirement 02:52 How to Create a Realistic Retirement Investment Plan 07:05 Use the Right Assumptions When Building a Retirement Plan 07:47 Not All Financial Advisors Do The Same Thing 11:50 Can I Still Elect My Social Security Survivorship Benefit If I Remarry? 18:35 Questions You Can Ask Your Advisor to Know if Your Retirement Plan Is Realistic 22:50 What is a Realistic Rate of Return for Your Investments -- 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.