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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.

  1. All Episodes
  2. 2021
  3. 07

Ep 9: What to Know About Annuities

Jul 29, 2021

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...

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Ep 8: The Financial Red Zone

Jul 22, 2021

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...

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