Retirement Unbroken

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Retirement Unbroken

Hosted by Merrit Strunk

Tune in Saturdays at 1:00 PM
FM 96.1 and AM 1170 The Answer in San Diego. We work with clients across the country.

As a fiduciary, Merrit is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for Roth IRA ladder conversions to help his clients reduce the total taxes they will be required to pay during their retirement. Our listeners to the (UN) Broken Retirement Show are people interested in protecting and growing their wealth. They are savvy investors who want to re

duce fees and taxes during retirement. We meet with people interested in protecting and growing their wealth in person in our offices or online via a ZOOM.us video call. Call anytime at (858) 521-9700 to help you invest and retire successfully and help you achieve an (UN) Broken Retirement.

06/04/2026

A raise or promotion can be an exciting milestone, but it also brings new financial considerations. When your income changes, it may be time to reassess your life insurance needs to ensure your long-term plan stays protected.

At Momentum Financial and Insurance Services, we help individuals understand how income shifts impact financial planning, retirement planning, and overall insurance protection. As your earnings grow, your coverage should continue to support your goals, obligations, and the legacy you want to build.

If your income has recently increased, our team can provide a quick, fiduciary review of your current policy and help determine whether any adjustments would strengthen your long-term financial strategy.

Feel free to reach out if you'd like a coverage check or have questions about your insurance planning.

05/25/2026

As Memorial Day approaches, we encourage our community to take a moment to reflect on the courage and sacrifice of the service members who gave their lives in defense of our country. Their dedication makes the freedoms we enjoy possible.

Our office will be closed on Monday, May 25, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26, and our team will respond to any messages as soon as we return.

We wish everyone a thoughtful and respectful Memorial Day.

05/10/2026

As Mother’s Day approaches, we want to recognize the mothers, grandmothers, and maternal figures who bring strength, guidance, and stability to the families and communities we serve.

At Momentum Financial and Insurance Services, we’re honored to support so many families in their financial planning and retirement planning journeys — and we know the role these remarkable women play in building a secure future.

We hope your day is filled with appreciation and meaningful moments.

Happy Mother’s Day from our team at Momentum Financial and Insurance Services.

05/06/2026

Graduation season is here, and our team at Momentum Financial and Insurance Services is proud to celebrate the hard‑working graduates in our community.

From preschool milestones to advanced degrees, each step represents dedication, growth, and new opportunities ahead. These moments also open the door to important considerations about long‑term goals, planning for the future, and building a strong financial foundation.

We wish every graduate clarity, confidence, and momentum as they begin their next chapter. 🎉

How are you celebrating the graduates in your life this year?

05/05/2026

In honor of Cinco de Mayo, our team at Momentum Financial & Insurance Services is sharing a simple and delicious Chicken Enchilada Dip recipe from Delish. It comes together in about 30 minutes, making it a great addition to your celebrations.

As you enjoy the festivities, we hope this adds a little extra flavor to your day. If you try the recipe, we would love to hear how it turned out.

Recipe: https://www.delish.com/cooking/recipe-ideas/a49954/chicken-enchilada-dip-recipe/

04/22/2026

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and see how sharp your financial know-how really is. Swipe through, take your best guesses, and check your answers.

If you need help turning financial knowledge into actions, give us a call. We are here to support your financial journey.

04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

04/08/2026

April is Financial Literacy Month, making now a perfect time to refresh your knowledge about a few aspects of your life insurance policy. These policies aren’t just a tool to take care of your family after you’re gone; they are also an important part of your financial picture during your lifetime. Swipe for a few common questions that can help.

If you have specific questions about your policy or want to schedule a review to make sure your coverage is keeping up with your needs, give us a call. We’re here to help guide you.

04/05/2026

Christ the Lord is risen! May your spirits be lifted and your hearts filled with the warmth of God’s love.

From our families to yours, Happy Easter!

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San Diego, CA

Telephone

+18585219700

Website

https://retirementunbroken.com/

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