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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. 09

Ep 11: Traditional IRA or Roth IRA?

Sep 16, 2021

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 -...

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Ep 10: Social Security Myths

Sep 2, 2021

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...

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