How The MERIT Planning Model Can Continually Improve Your Retirement

Renovating Retirement With Charlie Jewett - A podcast by Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In - Thursdays

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In this powerful episode I introduce the MERIT Planning philosophy of financial and retirement planning. MERIT stands for Mortgage Plan, Estate Plan, Retirement Plan, Insurance Plan and Tax Plan. If all you do is pay attention to these five things, and how they work together, you can make amazing improvements to your investment and retirement strategies. Please Rate and Review the Show HERE