10 min
RECAP 173. How to Combat Inflation in Retirement: Investment and Income Strategies Retiring Today
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- Inversiones
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B
Retirement Planner Loren Merkle discusses important income and investment strategies that can help you prepare for rising retirement costs.-How to design a portfolio with inflation in mind.-The connection between retirement taxes and planning for inflation.-The important role portfolio diversification can play in mitigating infation risk.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Chapter
00:00 High inflation impacts working and retired individuals.
03:57 "Forever bucket: long-term investment for retirement"
06:33 Accounting for inflation, strategies into retirement planning.
10:05 Merkel Retirement Planning: independent firm for retirement strategies.
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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.
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B
Retirement Planner Loren Merkle discusses important income and investment strategies that can help you prepare for rising retirement costs.-How to design a portfolio with inflation in mind.-The connection between retirement taxes and planning for inflation.-The important role portfolio diversification can play in mitigating infation risk.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Chapter
00:00 High inflation impacts working and retired individuals.
03:57 "Forever bucket: long-term investment for retirement"
06:33 Accounting for inflation, strategies into retirement planning.
10:05 Merkel Retirement Planning: independent firm for retirement strategies.
--
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.
10 min