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Ideal Retirement Radio

Ideal Retirement Radio

Written by: Merit Retirement Strategies
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About this listen

Selected episodes from the popular radio show, ”Ideal Retirement Radio” hosted by Merit Retirement Strategies. Contact: 614.686.3748 | idealretirementradio.com | info@meritadvisorsllc.com

Copyright 2026 All rights reserved.
Episodes
  • 5 High level Social Security Updates 4-25-26

    5 High level Social Security Updates 4-25-26
    Apr 20 2026

    In this episode of Retirement on the Horizon, 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.
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    56 mins
  • (Asset) Location, Location, Location! 4-18-26

    (Asset) Location, Location, Location! 4-18-26
    Apr 14 2026

    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 each column, the proper uses of the assets that make up in column, and how to strategically transfer taxable and tax-deferred assets to the tax-free column.
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    56 mins
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