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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. 03

Ep 23: Mailbag - Selling a Business, Pension Buyouts, and More

Mar 18, 2022

On today’s episode, we are opening up the mailbag to answer some of your questions about retirement and financial planning. We’ll discuss selling a business, pension buyouts, and splitting assets during a divorce. 

 

Tim says, “I am a dentist and I am thinking about retiring in the next five or so years. I own my...

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Ep 22: Who Needs A Financial Advisor?

Mar 3, 2022

Does everyone really need a financial advisor? Who does an advisor most benefit and who might be better off on their own? Alan and Troy talk through the reasons why someone might do well working with a financial advisor to create the right financial plan.

Instead of waiting until you get to retirement, you want...

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