Episode 18
How The MERIT Planning Model Can Continually Improve Your Retirement
Renovating Retirement With Charlie Jewett · Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, Investment Advisor Represen
May 18, 201616m 51s
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Show Notes
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.