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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.

  1. All Episodes
  2. 2022
  3. 01

Ep 19: The Great Resignation

Jan 20, 2022

Are you one of the many people resigning from your job right now? What does it mean for your financial plan and financial future?

 

What we discuss in this episode: 

1:17 - People are leaving the workforce, coined the “Great Resignation.”

5:37 - Those leaving the workforce are no longer contributing to Social...

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Ep 18: Preparing for Longevity Risk

Jan 6, 2022

What’s the risk of longevity? Does your financial plan prepare for the possibility of living until 100? On today's episode, we'll discuss how longevity impacts your retirement plan. 

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/preparing-for-longevity-risk/

 

What we...

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