Retirement 360

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. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth...

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. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating...

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. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentuc...

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. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of...

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. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area...

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 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over...

You have a nice nest egg of retirement savings - but how do you turn that into income, which is what you need first and foremost when you actually retire? Today Alan and Troy take a look of strategies and steps you can take to make sure you have income every month so you can live the lifestyle you want in your post-working years. Retirement 360 is a Sunday morning radio tradition in the Louisville...

Alan and Troy start the show by looking at what they see coming for 2024, then they look at planning for the worst case scenarios in retirement if things go off the rails from your original plan. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues...

Today Troy takes a look at things which are changing that you need to know about for the coming year, including new IRS rules, Social Security adjustments and more. Then Alan joins him to revisit how retirement in real life may differ from what someone might imagine it to be beforehand. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a dec...

Alan and Troy revisit the top financial news stories of 2023, then look back at legacy planning and how important it could be in your financial plan to make sure what you leave behind goes to who you want it to go to in the most tax efficient way possible. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolt...

With a new year about to start, it's a good time to take stock of your financial plan and get out of bad habits which could derail the timing of your potential retirement. Alan and Troy go over some of these, including not having a budget, not paying attention to fees, and several others. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a d...

Finances and money have an emotional side that people often have issues with, especially when it comes to retirement planning. Alan and Troy take a look at how behavior can affect how people look at their situation heading into retirement and how a financial professional can help them plan to stay on track and not make emotional decisions that could end up costing them in the long run. Retirement...

Today Troy looks at some of the top financial news stories of this past year, then he and Alan revisit Social Security and the facts around this program that still constitutes a good portion of most people's retirement income plans. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Ad...

Today Alan and Troy take another look at a year end checklist of things to get done financially before 2023 turns into 2024. Then they look at the three stages of retirement. commonly referred to as the go-go years, the slow-go years and the no-go years, and how your money needs to be available for certain things in each stage. Retirement 360 is a Sunday morning radio tradition in the Louisville,...

Alan discusses a trick banks use by not raising your account's interest rates when they go up. But if you ask them about it, they could get better rates for your account. Later he and Troy visit the challenges women have when putting plans together for their own retirement without a partner. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over...

Sometimes what you imagine retirement will be like isn't what it turns out to be. Alan and Troy take a look at what happens when the reality of retirement clashes with the thought of what you want it to be, and how planning can help with issues that crop up that could change the way you could live your post-working years. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentuc...

November is long term care awareness month, and people have a tendency not to plan for it because they may not know all their options. Alan and Troy discuss the issue and how it could be more affordable than you think with various programs designed to cover at least some of the costs. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decad...

Everyone should have life insurance at some point - but not everyone needs it for retirement purposes. Today Alan and Troy discuss the idea of having life insurance as an instrument to use in a specific way for retirement and legacy planning. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio...

After looking at recent financial news, Alan and Troy take a look back at the facts about Social Security and the ways in which in can be taken to help optimize your benefits that maybe you didn't know you had coming. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a l...

Today Alan and Troy go over a list of things to be aware of getting done before 2023 ends, then take a look at legacy planning and how best to respect the wishes of those who have passed to be sure what they leave behind is passed on to those who are supposed to receive it. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mer...

Retirement account balances are up, according to recent data. But that means you have more to lose in the event of market volatility. Today Alan and Troy talk about how to plan for that scenario so that you keep more of what you have saved and earned throughout your working career. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade....

Alan and Troy discuss the items necessary for a solid retirement plan and how much it's like planning for a special trip. They also address the local situation involving various businesses potentially buying out employee pensions and how to make the right decision for your particular situation. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well ov...

September is life insurance month, and it could play an important role in your retirement plan. Alan and Troy discuss how it may fit into a plan in the fight situation, as well as upcoming seminars they will be putting on. Later in the show they revisit the idea of making marginal gains in your retirement investments, and how that is better than taking big losses. Retirement 360 is a Sunday mornin...

Today Alan and Troy take a look at the unique challenges women face when putting together retirement plans, whether it is as part of a couple or for themselves as a single person. Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics rela...

Alan and Troy break down Social Security and its importance to anyone's retirement income plan, and also address letting a financial professional help determine when the best time to take it would be for your situation. And be listening for a special offer from Mercurio Wealth Advisors for folks to call and get started with a Retirement 360 Scorecard. Retirement 360 is a Sunday morning radio tradi...