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Retirement Coach's Corner

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Ep 4: What Is Tax Planning?

5/6/2021
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 life with clients? 7:21 - Is it safe to assume you’ll be in a lower tax bracket in...

Duration:00:17:31

Ep 3: What is Investment Planning?

4/20/2021
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 - What is the goal for investment planning? 5:11 - How do you balance risk for someone in...

Duration:00:18:20

Ep 2: Do You Truly Have an Income Plan?

4/1/2021
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: https://mercurioadvisors.com/podcast/ep-2-do-you-truly-have-an-income-plan/ What we discuss on...

Duration:00:19:12

Ep 1: Get to Know Alan Mercurio and Troy Bolton

4/1/2021
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 on this episode: 1:15 – What does being a financial advisor mean to you? 6:15 – What does the...

Duration:00:17:47

Coming Soon - The Retirement Coach's Corner Preview

3/16/2021
Coming soon: It's a new podcast helping you plan for your financial future and retirement. It’s the Retirement Coach’s Corner with the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each week as they bring you common sense planning guidance and facilitate helpful conversations about money, life and retirement. You’ll learn all that you need to know about 401(k)s, IRAs, income planning, investing and...

Duration:00:02:00