Retirement 360 Podcast podcast

Retirement 360 Podcast

Alan Mercurio

Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best possible solutions to investing, social security, healthcare, tax and estate planning issues. "Retirement 360" is a well-rounded look at the challenges that face today's retirement saver.

83 Episoden

Is there any place for bonds anymore?
27.9.2021
5:10
If you are looking for income from bonds, you may have to look elsewhere. But where?
Tuning up your 401(k)
20.9.2021
5:00
Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands.
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Would a market pullback be a good thing right now?
30.8.2021
7:17
Market pullback and corrections are part of market cycles. Whether it's 10% or 40%, are you positioned to handle it?
Have you saved too much?
23.8.2021
5:39
There are some politicians that are putting a number on what they think will "be enough" for a comfortable retirement. And if you have saved more, it's time for more taxes.
How to know if your portfolio is on track
16.8.2021
11:01
As the market, the economy, and your age changes, how should your retirement accounts change?
The retirement mistake that more than half of us will make
2.8.2021
8:10
There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset.
How much money should you have in the market?
26.7.2021
7:17
On a scale of 1 to 10, where are you on the risk scale? Does your retirement account match that number?
What goes into a mid-year financial check-up?
12.7.2021
10:03
We are halfway through the year. What should you be looking at and possibly adjusting?
When to get off the market roller coaster
5.7.2021
6:36
The older we get the less we like roller coasters. Is it the same for the stock market?
Should the Fed's recent comment have you worried?
28.6.2021
10:22
The Federal Reserve says inflation is higher than what they had planned, and they may move up interest rates sooner. What conversation should this spark with your advisor?

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