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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. 2023
  3. 01

Ep 39: Retirement Preparedness Checklist, Part 2

Jan 19, 2023

To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure your retirement is as successful and stress-free as possible.

Here are the...

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Ep 38: Retirement Preparedness Checklist, Part 1

Jan 5, 2023

Whether or not you’ve made any New Year’s resolutions yet, right now is a good time to look ahead financially. We go over a checklist for retirement preparedness as you formulate your retirement plan. Do you know the answers to these questions?

Here are the first five questions you should be asking:

  • Do I know how...

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