Retirement 360

by Alan Mercurio

Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you. Disclosure: https://bit.ly/2QyEVev

Episodes

Looking At Taxes - May 19, 2024

52m · Published 19 May 17:00

Alan and Troy take a look ahead at upcoming potential tax increases, and how retirees can use tax planning to legally lower the amount of taxes you need to pay if that happens. Later they revisit the three stages of retirement, where retirees will do less activity as their retirement goes along and how their nest egg needs to work in each stage.

Plan for the Worst, Hope for the Best - May 11, 2024

52m · Published 12 May 17:00

Today Alan introduces a new sub-advisor, Ashley Rose Schneider, to the show, and she and Alan discuss why it is important to plan for worst case scenarios so family members will know what their plan encompasses in case something catastrophic does occur.

The National Debt - April 28, 2024

52m · Published 28 Apr 17:00

Alan and Troy start the show by looking at the fast increasing U.S. national debt and how tax rates are virtually certain to go up to help try to pay it off. Later they revisit creating a solid legacy plan as part of the Retirement 360 Game Plan.

Respect Your Elders; Honor Their Legacy - April 21, 2024

52m · Published 21 Apr 17:00

The show starts with an introduction to Troy Bolton and his background as a financial planner, then Alan joins him to discuss estate and legacy planning and the kinds of things someone needs to know when adding this to their retirement plan.

Make Your Money Work For You - April 13, 2024

52m · Published 14 Apr 17:00

Alan and Troy talk about longevity and how it is important to include the possibility of a long lifespan in a retirement plan. They also take a look back at the importance of making your money work for you in all aspects of retirement.

Creating A Lasting Legacy - March 30, 2024

52m · Published 31 Mar 17:00

Today Alan and Troy look at what constitutes a solid legacy plan that will make sure your wishes are carried out after you're gone.

Topics On Your Retirement Planning List - March 24, 2024

52m · Published 24 Mar 17:00

A recent survey showed that many people age 55 and older either failed or just barely passed a Social Security quiz. Alan and Troy discuss some of the questions on the quiz and present the right information to help people get the most from these benefits. Later they revisit retirement strategies for small business owners.

Bon Voyage in Retirement - March 17, 2024

52m · Published 18 Mar 13:57

When you plan a vacation, you need to get everything in order like passports, tickets and much more. The same thing goes for retirement planning, and today Alan and Troy discuss the things you need to have ready when you want to enjoy retirement life.

The Retirement 360 Book - March 3, 2024

52m · Published 03 Mar 18:00

Troy's book about the Retirement 360 Game Plan is now one year old, and today Alan and Troy continue their special offer to give a copy away along with the Retirement Took Kit that will help you get started on the process of putting a full Retirement 360 Game Plan together with the help of Mercurio Wealth Advisors.

More Retirement Issues for 2024 - February 25, 2024

52m · Published 25 Feb 18:00

Medicare is going up again in 2024, and Alan and Troy discuss how to control how you take your income before they affect your taxes, which could relate to Medicare premiums. They also revisit the subject of making marginal retirement gains on a consistent basis to mitigate market volatility.

Retirement 360 has 207 episodes in total of non- explicit content. Total playtime is 174:02:16. The language of the podcast is English. This podcast has been added on November 27th 2022. It might contain more episodes than the ones shown here. It was last updated on May 26th, 2024 22:11.