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The Weiss-Merkle Financial Show
on ABC5 

The Weiss-Merkle Financial Show is a weekly show where James Weiss and Loren Merkle discuss retirement planning techniques and strategies in order to educate the community on how to maximize their finances. The show airs on ABC5 Saturday at 6:30pm and Sunday at 10:30am.
 

Retirement Income Planning 
Are you confident your money will last through your retirement? Tune in to this episode of the Weiss-Merkle Financial Show to learn more about the importance of retirement income planning!
Diversification
True diversification might be the key to not losing money in retirement! Learn how investing changes as you get older by watching this episode of the Weiss-Merkle Financial Show!
Teaching Your Kids About Retirement
Have you taught your children how they should be planning for retirement? In this episode of the Weiss-Merkle Financial Show, James and Loren teach retirees and pre-retirees how they can educate their children on saving for retirement.
4 Steps to Take Before You Retire
Thinking about retirement but not sure how to prepare for it? In this episode, James and Loren cover 4 essential steps to consider before you retire.
Threats to Your Assets & Replacing Your Paychecks
Learn more about James and Loren's book The New Retirement Standard!  James and Loren talk about their favorite chapters including identifying threats to your assets as well as how to generate income in your retirement.

Can the Right Advisor be Worth Their Value in Gold?
Finding with the right Financial Advisor can add value to your portfolio.  But how do you find this right advisor, and what should you be looking for?  Tune in to this episode to find out!  

Employer Sponsored Plans

James and Loren discuss the advantages and disadvantages of your employer sponsored plans.  Watch this episode to gain insight on what to do with your 401k plan once you leave your employer, how to avoid penalties, and much more! 
 

Questions to Ask Before You Set Your Retirement Date
Before setting a retirement date, ask yourself these vital questions that retirement specialists James Weiss and Loren Merkle address in this episode of The Weiss-Merkle Financial Show.
 
 

Protecting Your Money From the Next Financial Crash

In this episode of the Weiss-Merkle Financial Show, retirement specialists James Weiss and Loren Merkle discuss the Stock Market Crash of 2008, recession indicators to be aware of, and strategies to protect your money from the next market crash.
 
Department of Labor
Are you curious about how the new changes in the Depart of Labor is going to impact the Financial Industry? Watch this episode of the Weiss-Merkle Financial Show to find out! James & Loren also talk about the importance of designations when it comes to choosing who is on your team for your retirement
The Retirement Planning Formula
What's the retirement planning formula? Retirement specialists James Weiss& Loren Merkle talk with Molly Nelson about the Retirement Red Zone and how the Retirement Planning Formula sets people up for successful retirements.
Structure Sale
Do you have highly appreciated real estate? Are you worried about paying capital gains tax when you sell it? Watch this episode of the Weiss-Merkle Financial Show to learn what a Structured Settlement could mean for you!
Long-term Care
Are you concerned about whether or not you should have Long-term Care insurance in your retirement plan? Watch this episode of the Weiss-Merkle Financial Show to learn your best options.
Hidden Fees & Where to Find Them
Did you know that the average American Household pays $155,000 in investment expenses over their lifetime? Watch this episode of the Weiss-Merkle Financial Show to learn where these hidden fees are located!
Estate Planning
Do you need a trust if you have a will? James and Loren discuss important estate planning concepts in this episode of the Weiss-Merkle Financial Show.
Passport to Retirement Class
Join us for one of our complimentary monthly Retirement Classes to learn how to take control of your financial future!  Call Kelsey at 515-278-4110 today!
Interest Rates in Retirement
How will interest rates impact your retirement?  Watch this episode of the Weiss-Merkle Financial Show to find out!
5 Major Portfolio Risks
What are the 5 major risks when it comes to your retirement portfolio?  Watch this episode of the Weiss-Merkle Financial Show to learn about mistakes you could be making when it comes to tax strategy and your social security benefits!
Social Security Strategies
Do you have questions about if you're getting the most out of your benefits?  Watch this episode of the Weiss-Merkle Financial show to learn how powerful these strategies can be!
IRA Traps
Learn about how to avoid certain IRA traps when it comes to planning and taxes!
401K Plans
Learn about how this powerful retirement savings vehicle can be utilized to create financial freedom in your retirement.  James and Loren cover advantages and disadvantages of IRAs and 401Ks.
 
Unity Point Pension
Did you recently receive a letter from UnityPoint Health about pension enhancement options? CAUTION: this permanent decision needs to be made with care! After watching this episode of the Weiss-Merkle Financial Show, feel free to give our office a call at 515-278-4110 to talk with James or Loren about your options and develop your retirement plan.
How To Retire Single
Retiring single can be a different kind of challenge when it comes to planning your retirement. Makes sure you know how to properly transition your accounts by watching the latest episode of the Weiss-Merkle Financial Show!
The Tax Torpedo
Tax strategies are important as taxes are the biggest wealth eroding factor when it comes to your retirement.  James and Loren talk about how to go about paying taxes throughout your retirement.
Investing Like the Big Banks
How can you invest like the big banks without the hassle? Check out the latest episode of the Weiss-Merkle Financial Show and learn about derivative investing and other key concepts!
Blank Children's Hospital
Charitable giving is important all throughout your retirement. Watch the latest episode of the Weiss-Merkle Financial Show to learn about our partnership with Blank Children's Hospital!
Avoiding Bad Retirement Advice
How do you know what advice is good versus what advice is bad when it comes to your retirement? James and Loren help you weed through all of the information to find a trusted financial advisor that can give you the best advice for your situation.
One Bad Year
Did your portfolio take a hit in 2008? The closer you get to retirement, the worse one bad year can impact you.  Learn what one bad year could do to your retirement portfolio and how to avoid one in the future.  
How to Avoid Bad Retirement Advice
How do you know what advice is good versus what advice is bad when it comes to your retirement? James and Loren help you weed through all of the information to find a trusted financial advisor that can give you the best advice for your situation.
 
Sudden Wealth Syndrome
Sudden Wealth Syndrome is all about how people handle large amounts of money irresponsibly.  James and Loren discuss strategies on how to be responsible when inheriting large amounts of money on this episode of the Weiss-Merkle Financial Show.
Financial Goals for 2017
Did you make financial goals for 2017? Are you struggling with procrastination when it comes to meeting your goals? Do you have a vision of what you'd like your retirement to look like?
James and Loren show you how to put your thoughts into actions when it comes to mapping out your financial future.
Retirement Income Strategies
Challenge your investment IQ by playing along with our Portfolio Performance Game and learn about Income Strategies for your Retirement!
Variable Annuities
James and Loren answer common questions on this retirement savings vehicle which is all too commonly misunderstood by the everyday investor.
Questions from 2016
Do you need a will or a trust? How much money will you need to retire?  Should you consolidate your old 401K into my IRA?  Should you buy gold?  When should you take your Social Security benefits? Can you still work and take your benefits?  James and Loren provide some insight into these common questions posed in 2016.
Washington Meets Retirement Planning
Are you ready for Trump's Presidency?  Learn how Washington may impact your income taxes and health care planning.
Taking the Next Step
You've watched the show all year long, now how do you take the next step towards planning your retirement? Reserve your seat at one of our summits or classes by visiting our Events Tab on our website!
 
Estate Planning
Everyone is going to have a last day, but what happens to your money when you're gone?  James and Loren cover preparing to make sure that your money goes to your beneficiaries in the best way possible.
Conquering Retirement Fears
James & Loren tackle common fears when it comes to retirement like outliving your money or resources, market volatility, and the hidden dangers of mutual funds.
How To Handle Being Forced Into Retirement
Forced into retirement? Have a lot of decisions to make and don't know where to start? James & Loren lay out how to handle the many different choices.
Year End Strategies
Learn about different strategies on how to approach taxes as this year comes to a close.  
Building A Financial House
What are the keys to building a financial house when it comes to planning your retirement?  Check out this episode of the Weiss-Merkle Financial Show!
What You Need to Know About Investment Risk
James & Loren address the importance of diversification and reducing investment risk. Episode 28, October 30, 2016
Gifting Strategies & Legacy Planning
James & Loren talk about leaving behind a legacy, gifting strategies & Social Security made simple. Episode 27, October 23, 2016
The Total Client Profile
James & Loren talk about how they use The Total Client Profile to develop a comprehensive retirement strategy. Episode 26, October 16, 2016
 
The New Retirement Standard
James & Loren talk about the new book they're publishing in December. Episode 25, October 9, 2016
How Marital Status Affects Your Investments
James and Loren talk about marital status and how it affects your investments including survivorship situations and divorce. Episode 24, October 2, 2016
The Five Components of a Retirement Income Plan
James and Loren talk about the five components of retirement income investing, how to choose the right financial planner for you. Episode 23, September 25, 2016
What You Need to Know About The Fed & Interest Rates
James and Loren address current interest rate situations and how they affect you, including bonds and stocks. Episode 22, September 18, 2016
Tax Mitigation Strategies
James and Loren talk about everything taxes- tax mitigation strategies, tax traps, tax bombs and what they've termed tax torpedos. Episode 21, September 11, 2016
REITs, Invesment Phases & The Red-Zone to Retirement
James and Loren talk about real estate investment trusts, the three phases of investing, and what they call the Red Zone to Retirement. Episode 20, September 4, 2016
Inherited IRAs & Leveraging an IRA
James and Loren talk about IRAs, specifically inherited IRAs and what it means to leverage an IRA. Episode 19, August 28, 2016.
 




Episode #18: James and Loren talk about how to maximize your 401k plan and common mistakes people make with their 401ks.
Episode #17: James and Loren talk about tax saving strategies when it comes to financial planning for your retirement.
Episode #16: James and Loren discuss the difference between retail and institutional investing.
Episode #15: James and Loren talk about the importance of choosing the right professional to help you to and through retirement.
Episode #14: James and Loren discuss the pros and cons of deferred & fixed annuities. They discuss the 3 worlds of money when it comes to annuities and what that means for retirees and pre-retirees.
Episode #13: James and Loren talk about low volatility investing and how it can benefit your portfolio.
Episode #12: James and Loren discuss how having a spouse impacts your retirement planning process, specifically how to handle second marriages, how to make the right pension decisions, and how marriage might impact your social security decisions.
Episode #11: James and Loren dispell common myths surrounding 401ks, social security, and retirement planning.
Episode #10: James and Loren discuss generating income in a low interest rate environment, how to avoid outliving your money, and when to elect social security.
Episode #9: James and Loren talk about how to achieve true diversification, the importance of assessing your portfolio funds, & social security made simple.
Episode #8: James and Loren cover pension law changes, long term care and social security made simple.
Episode #7: James and Loren discuss the good and bad of 401K plans, social security trust fund facts, and inflation and The Rule of 72.
Episode #6: James and Loren talk about what they call the three worlds of money, social security and spousal benefits, and legacy transfers.
Episode #5: James and Loren discuss the latest news from the Federal Reserve meeting and valuable tax mitigation strategies.
Episode #4: James and Loren talk about required minimum distributions, what they call the tax torpedo, and social security made simple.
Episode #3: James and Loren cover health care decisions in retirement, investment risks, and social security made simple.
Episode #2: James and Loren discuss philosphies of investing, wills vs. trusts, and social security made simple.
Episode #1: James and Loren talk about the social security law changes, avoiding what they call the tax-torpedo, and maximizing your social security benefit.

The Weiss-Merkle Financial Show
on 98.3 The Torch

Taxes - 105-3-1
What is a Stress Test? 9-26-15
Pension & Social Security 9-19-15
Institutional vs. Retail Investing 9-12-15
Protecting Your Portfolio - 9-5-15
Market Volatility - 8-29-15
Seven Fatal Mistakes - 8-22-15

Money Matters Show
on 98.3 The Torch

The Morning Drive with Robert Rees

Goverment Debt Influence 9-29-15
 

Money Matters on ABC5 News

The Money Matters Show is a weekly live show in which our co-founders have discussed financial planning techniques and strategies to educate the community on how to maximize their finances.

Click on the links below to watch an episode.

Pension Plan Law Changes- 12-30-14
Tony Robbins' New Book- 12-22-14
Avoid RMD Penalties- 12-15-14
Master Your Money- 12-8-14
The 8th Wonder of the World- 12-1-14
Hiring a Wise Person - 11-24-14
Building an Investment Foundation- 11-17-14
1st law of Building Wealth- 11-10-14
Avoid Paying Twice The Taxes- 11-3-14
Future of the Market 10-27-14
Market Volatility 10-20-14
Understanding Fees that create conflicts 10-13-14
Financial Stress 10-6-14 
Financial Industry Conflict of Interest 9-29-14
Income with 0% Interest  9-22-14
Long Term Care  9-15-14
Using Employer Plans & IRAs 9-8-14
New IRA Rollover Rules 9-1-14
Wills vs. Trusts 8-25-14
National MySocial Security Week 8-18-14
Social Security Benefits 8-13-14
The Rule of 72  8-6-14
Income Plan (Social Security) 7-30-14
401(k) Planning 7-23-14 
Procrastination 7-16-14
Interest Rates 7-9-14
401(k) Rules 7-2-14
Legacy Planning 6-25-14
A One Million Dollar Decision - 6-18-14
Alleviating Taxation- 6-11-14
Hidden Mutual Fund Fees - 6-4-14
Institutional Investing 5-28-14
Emotional Investing - 5-21-14
Finishing Construction of the Financial House - 5-14-14
Pensions 5-7-14
Social Security Continued 4-30-14
Foundations 4-23-14
Inflation Risk 4-16-14
Reinvestment Risk  4-9-14
Interest Rates 3-26-14
Financial Recipe 3-19-14
Financial Plan 3-12-14

Complimentary Report
"4 Common Misconceptions
About Retirement Strategies Dispelled"


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