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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.

Nov 22, 2022

As the saying goes, “the grass is always greener on the other side.” If that’s the case, how can you tell if it’s time to find a new financial advisor or if you’re just imagining things might be better elsewhere?

Alan and Troy talk through when and why you might want to find another financial advisor and when...


Nov 17, 2022

What does it look like to finish the race strong when it comes to retirement? In running, marathons are considered one of the ultimate races to run.

Today we talk about the similarities between retirement planning and running a marathon. From preparing ahead of time to crossing the finish line successfully, Troy and...


Oct 27, 2022

When you are on a team, it’s important to build a sense of trust and understanding of one another. Troy and Alan are financial advisors and retirement coaches, but there’s a lot more to know about them. On today’s show, we hear more about what their lives look like and what their outlook is for the future.

Here...


Oct 20, 2022

Wondering what to do about the market right now? Troy and Alan coach three different people through their investment decisions. From when to become more conservative in your investments to using a Roth 401(k) option to retiring early, you’ll want to hear what they have to say on today’s show. How would Troy and Alan...


Sep 1, 2022

Instead of kicking the can down the road, we talk about why people procrastinate putting together a financial plan. Ready to get started?

Do you ever put something off too long? A lot of people procrastinate when it comes to retirement planning, too. Why is that? Today we talk through the reasons people put off...