170. Recap: How You Can Keep Your Retirement Savings Safe

Learn more about building a retirement plan and take the first step of your retirement journey by booking a Retire Ready Call today: https://bit.ly/4adDED6 In this episode recap, Loren Merkle discusses how you can protect your retirement savings by choosing the right financial advisor who specializes in the financial services that are best suited for your stage in life and by creating a retirement plan that is based on realistic financial assumptions. These tips can help you develop a retirement plan that allows you to achieve the retirement lifestyle that you want for your retirement. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Chapters 00:00 The Challenges of Retirement 01:18 How to Choose the Right Financial Advisor for You 03:05 Building a Retirement Plan Using Realistic Assumptions -- 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.