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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.

May 5, 2022

We don’t think as much about birthdays as we get older, but we should all be paying attention to certain ages when planning for retirement. You might already be familiar with a couple of the ages we discuss on the show today but we’ll share a few planning opportunities that many people might not be aware of.

 

What we discuss in this episode: 

0:49 – Working with advisor out of your market

2:11 – Age 50

4:03 – Age 55

5:07 – Age 59.5

5:55 – Age 62

8:08 – Age 65

9:59 – Age 66 or 67

11:47 – Age 72

14:14 – The most important age

 

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