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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.

Dec 16, 2021

This one’s on the house--what should you do about your house in retirement? How does it fit into your financial plan?

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-17-all-about-the-house/

 

What we discuss in this episode: 

0:51 - What’s it like being a...


Dec 2, 2021

How should you prepare for the possibility of needing long-term care? Is long-term care insurance your only option? Alan and Troy share the basics of how to address long-term care expenses in your financial plan.

 

Read more and get additional financial resources here: