Retirement Coach's Corner

When you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.      Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/   What we discuss in this episode:  0:42 - Troy just moved into a new home! 1:36 - Let's talk 401(k) rollo...

When we ask this question to people that meet with us, the answers come in many different forms. For some, they want to retire but can't financially. Others will be hesitant to make the transition for different reasons. And a third group is actually much better off than they ever believed. Today we'll discuss one of the most important questions in planning, "Are you ready to retire?"   Read more a...

What should you know about a traditional IRA vs. a Roth IRA? Today we will talk about the differences in these accounts and why they matter for your financial plan.   Read more and get additional financial information: https://mercurioadvisors.com/podcast/ep-11-traditional-ira-or-roth-ira/   What we discuss:  1:06 - What's the difference between a traditional vs. Roth IRA? 3:45 - You may have the...

There is a lot of confusion around Social Security. Today we are addressing some of these myths. We are going to set the record straight.   Read more and get additional financial information: https://mercurioadvisors.com/podcast/1254-2/   What we discuss:  0:39 - Troy is mid-move! 1:46 - Let's bust some Social Security myths. 1:57 - The Social Security Administration will help you make the best de...

What do you think of when you hear the word, "annuities"? Troy and Alan talk through the different types and how they may or may not fit in your plan.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-9-what-to-know-about-annuities/     What we discuss on this episode:  0:43 - A lot of people have strong opinions about annuities. 1:29 - What is an imm...

In the financial red zone, your last few years before retirement are crucial to get it right. Just like in football, during that final stretch before the end zone you want to make sure there are no major mistakes are errors. On today's episode of the podcast, Alan and Troy coach you through this area in your financial life.    Read more and get additional financial resources here: https://mercurio...

What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/     What we discuss on this episode:  0:42 - How do you find the right advisor? 4:53 - What...

Do you have your money in all three worlds of money? We talk about all three, as well as their pros and cons in order for you to strike the right balance for your financial plan.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-6-the-three-worlds-of-money/     What we discuss on this episode: 1:01 - What are the three worlds of money? 1:40 - What sho...

In the financial planning process, you may also have your legacy in mind. But is your estate plan set up accordingly? On today's episode of the podcast, we discuss common needs for an estate plan as well as mistakes often made.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-5-estate-and-legacy-planning/     What we discuss on this episode:  0:47 -...

What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/     What we discuss on this episode:  1:53 - What is tax planning? 4:33 - What does tax planning actually look...

What's the difference between income planning and investment planning? On today's episode we talk about the importance of investment planning, how it's done, and what you can expect when working with Mercurio Wealth Advisors.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-3-what-is-investment-planning/     What we discuss on this episode:  2:29 - W...

What's the best way to ensure that your money lasts throughout retirement? It's by having a solid income plan, but you'd be surprised to find out that most people haven't put that into place. Let's explore what goes into income planning, what steps you can take to start that process, and why so many people are underprepared in this area.   Read more and get additional financial resources here: htt...

On this episode of Retirement Coach's Corner , get to know our team a little better. Alan Mercurio is the founder and chief financial officer at Mercurio Wealth Advisors, and Troy Bolton is a senior wealth advisor with the company.   Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/episode-1-get-to-know-alan-mercurio-and-troy-bolton/     What we discuss o...