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 reduce 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.

Long-term care planning is not simply about whether you can afford future care expenses out of pocket.For affluent famil...
10/13/2026

Long-term care planning is not simply about whether you can afford future care expenses out of pocket.

For affluent families, the larger question is how those costs could affect the lifestyle, investment strategy, tax-efficient income plan, and legacy you have worked to build.

A thoughtful long-term care strategy can help preserve flexibility while supporting the people and priorities that matter most.

If it has been a while since long-term care planning was reviewed as part of your overall financial plan, we invite you to speak with our team at Momentum Financial and Insurance Services.

October is National Financial Planning Month—a valuable reminder that a strong financial plan should be built for more t...
10/06/2026

October is National Financial Planning Month—a valuable reminder that a strong financial plan should be built for more than today’s market headlines.

At Momentum Financial and Insurance Services, we believe retirement confidence comes from a coordinated strategy that considers your investments, income needs, Social Security timing, insurance coverage, taxes, and legacy goals.

Use this month to revisit a few important questions:
• Does your plan still reflect your retirement priorities?
• Is your investment strategy aligned with your risk tolerance?
• Have changes in income, taxes, or insurance created gaps to address?

Thoughtful planning can help keep short-term volatility in perspective while supporting the long-term lifestyle you want to build.

If you would like to review your financial or retirement plan, our team is here to help. Please contact us to start the conversation.

Estate planning is not only for the wealthy or for later in life. It is an important part of a thoughtful financial plan...
10/01/2026

Estate planning is not only for the wealthy or for later in life. It is an important part of a thoughtful financial plan for individuals and families at many stages.

In recognition of National Estate Planning Awareness Month, swipe through our quiz to test your knowledge and learn key facts about protecting your wishes, loved ones, and legacy.

At Momentum Financial and Insurance Services, we help retirement-minded families in Valley Center and beyond consider how legacy planning can fit into their broader retirement and financial planning strategy.

Have questions about your plan? Call us at (858) 521-9700.

June is Homeownership Month, and it's a meaningful reminder of how real estate can support long-term wealth management. ...
06/12/2026

June is Homeownership Month, and it's a meaningful reminder of how real estate can support long-term wealth management. For many retirement-minded families, property ownership is more than an asset — it's an important part of a broader financial strategy.

At Momentum Financial and Insurance Services, we help clients understand how real estate fits into a comprehensive financial and retirement plan. Coordinating property decisions with investment management, tax-efficient income planning, and legacy planning can strengthen long-term confidence and stability.

If you're exploring the idea of adding another property or evaluating how your current holdings align with your retirement goals, our team is ready to support your next steps.

Reach out to us anytime to discuss your strategy.

June is National Homeownership Month, and it's a meaningful reminder of how owning a home can play a strategic role in l...
06/09/2026

June is National Homeownership Month, and it's a meaningful reminder of how owning a home can play a strategic role in long-term wealth and retirement planning. When aligned with a broader financial plan, homeownership can support financial stability, equity growth, and retirement confidence.

At Momentum Financial and Insurance Services, we help evaluate how a home purchase—or refinance—fits within your overall retirement planning, investment management, and cash-flow strategy. Our team takes a fiduciary approach to ensure your decisions support your long-term goals.

If you're considering a move, purchase, or refinance, we're here to guide you. Reach out to start a conversation.

It’s time to put your financial knowledge to the test. This month, our team is highlighting a few important fundamentals...
06/09/2026

It’s time to put your financial knowledge to the test. This month, our team is highlighting a few important fundamentals behind how stocks work and what those numbers really mean for long-term retirement planning.

Take a moment to review the insights, check your score, and see whether any of the tips could help strengthen your investment strategy for the remainder of the year.

If reviewing this sparks questions about your portfolio or overall retirement plan, we’re here to help. Momentum Financial and Insurance Services is committed to guiding you with fiduciary care and clarity every step of the way.

A raise or promotion can be an exciting milestone, but it also brings new financial considerations. When your income cha...
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.

As Memorial Day approaches, we encourage our community to take a moment to reflect on the courage and sacrifice of the s...
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.

As Mother’s Day approaches, we want to recognize the mothers, grandmothers, and maternal figures who bring strength, gui...
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.

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