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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. 08

Real Estate Investing in Retirement

Aug 31, 2023

Let’s talk the pros and cons of real estate investing. Is this a part of your retirement plan? Should it be? Some people love the idea of rental properties as opposed to funding a retirement account, but for others, this might sound like a headache.  

 

Troy and Alan share what successes and downfalls they’ve...

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Retirement: Ready or Not, Here it Comes!

Aug 17, 2023

Retirement comes whether you are ready for it or not. When you hit “retirement age” you might wonder if and when you really should retire. Working with an advisor will help you determine if you’ve saved and planned enough.

 

Retirement plans go beyond just the financial decisions —they consider how you...

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