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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 or visit online for more information.

Dec 16, 2021

This one’s on the house--what should you do about your house in retirement? How does it fit into your financial plan?

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-17-all-about-the-house/

 

What we discuss in this episode: 

0:51 - What’s it like being a...


Dec 2, 2021

How should you prepare for the possibility of needing long-term care? Is long-term care insurance your only option? Alan and Troy share the basics of how to address long-term care expenses in your financial plan.

 

Read more and get additional financial resources here: 


Nov 18, 2021

Is life insurance something you should have as a part of your financial plan? Alan and Troy discuss the reasons you may want to use this financial tool.

 

Read more and get additional financial resources here:  https://mercurioadvisors.com/podcast/ep-15-the-strategy-behind-life-insurance/ 

What we discuss in this...


Nov 4, 2021

Do you know what your risk tolerance is or why it matters? Alan and Troy break down the basics of what risk is and how it fits into your financial plan.

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-14-what-is-your-risk-tolerance/

 

What we discuss in this...


Oct 28, 2021

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...