Ideal Retirement Radio
Selected episodes from the popular radio show, ”Ideal Retirement Radio” hosted by Merit Retirement Strategies. Contact: 614.686.3748 | idealretirementradio.com | info@meritadvisorsllc.com
Episodes
More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles:
Taxable
Tax-deferred
Tax-free
Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of...
In this episode of Ideal Retirement Radio, we dive into 5 high-level social security updates for 2026 and how they impact your social security decisions.
Through a case study, we explore how to make your social security potentially tax-free as well as leaving nearly 3X more to heirs while not sacrificing current life style.
Nine myths. Nine ways a solid retirement plan quietly falls apart. From the "savings number" that doesn't save you, to the diversification that isn't, to the tax strategy that's really just procrastination — we're calling them out. All of them. This is 9 Retirement Myths That Can Turn the Golden Years Blue.
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