Episode 018:

How The MERIT Planning Model Can Continually Improve Your Retirement

In this powerful episode, I introduce the MERIT Planning philosophy of financial and retirement planning and how it can improve your retirement. 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.

Included in this episode:

  • Build it, test it, continually make it better
  • IN-Case, IN-Come, IN-Crease
  • Long Life, Short Life, Rough Life, Sick Life, The Next Life
  • What MERIT stands for
  • MERIT Planning philosophy.. Financial Architecture

Important links:


Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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