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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.

Jul 21, 2022

There is so much career change happening for so many people right now. Finding yourself between jobs can be stressful, whether that’s because you were laid off or needed to step away. Today we’ll talk about the challenges, opportunities, and questions to ask when you find yourself between jobs.

One question you...


Jul 15, 2022

Going through a divorce at any age is difficult. If you are near retirement or in retirement, there are some additional financial complications you’ll want to consider amidst the divorce.

For starters, many women will choose to keep the house. Their home may feel more sentimental or an area of comfort. If...


Jun 16, 2022

Sometimes the biggest thing holding you back is you. If you overthink something or act impulsively, it can have big implications on your financial plan. Let’s talk about the main areas where people tend to get in the way of themselves and what to do instead.

Are you feeling a little worried about the market at the...


Jun 2, 2022

Is retiring at the age of 55 feasible? Inspired by an article from Yahoo Finance, Troy and Alan discuss what you need to do to make that dream a reality. Not everyone wants to retire this early, but some are dreaming about retiring as soon as today (or even better, yesterday). In order to make it happen, you’ve got...


May 19, 2022

What do you need to know about required minimum distributions? Are they inevitable or is there something you can do about them?

 

What we discuss in this episode: 

0:29 - Troy and Alan are back together!

1:28 - Do you know what RMDs are?

4:16 - RMD age changed to 72.

9:43 - Can you avoid taking RMDs?

14:38 - What do you...