83 episodes
Retirement 360 Podcast Alan Mercurio
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- Business
Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best possible solutions to investing, social security, healthcare, tax and estate planning issues. “Retirement 360” is a well-rounded look at the challenges that face today's retirement saver.
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Is there any place for bonds anymore?
If you are looking for income from bonds, you may have to look elsewhere. But where?
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Tuning up your 401(k)
Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands.
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Would a market pullback be a good thing right now?
Market pullback and corrections are part of market cycles. Whether it’s 10% or 40%, are you positioned to handle it?
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Have you saved too much?
There are some politicians that are putting a number on what they think will “be enough” for a comfortable retirement. And if you have saved more, it’s time for more taxes.
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How to know if your portfolio is on track
As the market, the economy, and your age changes, how should your retirement accounts change?
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The retirement mistake that more than half of us will make
There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset.