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ABOUT THIS EPISODE

Owning stocks, bonds, and annuities may feel like a retirement plan – but investments alone aren’t enough. Discover what else you need to live out your retirement vision.

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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today

Richelle Smith, Producer of Retiring Today