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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.

Oct 28, 2021

When you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.   

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/

 

What we discuss in this...


Oct 21, 2021

When we ask this question to people that meet with us, the answers come in many different forms. For some, they want to retire but can’t financially. Others will be hesitant to make the transition for different reasons. And a third group is actually much better off than they ever believed. Today we’ll discuss one...