11 episodes

Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online for more information.

Retirement Coach's Corner Alan Mercurio

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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online for more information.

    Ep 11: Traditional IRA or Roth IRA?

    Ep 11: Traditional IRA or Roth IRA?

    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 option of a Roth 401(k) at work.
    6:35 - Why don’t many people have much money in a Roth?
    10:19 - Who should contribute to a Roth?
    13:00 - Who should stick with the traditional IRA?
    16:01 - What would happen during a visit about Roth conversions?

    • 19 min
    Ep 10: Social Security Myths

    Ep 10: Social Security Myths

    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 decision.
    3:46 - Stay-at-home moms don’t get Social Security.
    6:10 - You won’t pay taxes on your Social Security.
    8:12 - There won’t be any Social Security left when you retire.
    10:19 - Claim Social Security as soon as you’re eligible.

    • 17 min
    Ep 9: What to Know About Annuities

    Ep 9: What to Know About Annuities

    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 immediate annuity?
    4:13 - What is a fixed annuity? 
    6:41 - How does a variable annuity work?
    10:06 - What is an index annuity?
    14:51 - How have annuities been used in a retirement plan?  

    • 19 min
    Ep 8: The Financial Red Zone

    Ep 8: The Financial Red Zone

    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://mercurioadvisors.com/podcast/ep-8-the-financial-red-zone/ 
     
    What we discuss on this episode: 
    1:21 - What is the financial red zone?
    3:29 - Why do you need to pay more attention in the last 10 years before retirement?
    6:33 - What are some common mistakes people make?
    11:42 - What can make retirement planning easier?

    • 16 min
    Ep 7: Finding the Right Advisor

    Ep 7: Finding the Right Advisor

    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 made you want to go from a broker to a planning advisor?
    6:56 - Why might you want to look for a new advisor?
    10:38 - What if you are in a new stage of life?
    11:44 - What questions would you ask a potential advisor?
    14:14 - What have potential clients asked?
    16:37 - Shouldn’t all advisors work for the client’s best interests?

    • 20 min
    Ep 6: The Three Worlds of Money

    Ep 6: The Three Worlds of Money

    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 should you know about the world of banking?
    5:29 - What ways can a person misuse the bank?
    10:34 - How does the insurance world fit?
    12:01 - How can the insurance world be misused?
    16:29 - What does Wall Street give us?
    18:51 - How do you find a balance?

    • 23 min

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dustinthewind1985 ,

Great info

A look behind the curtain on how to plan for the future!

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