Retirement Coach's Corner

Retirement Coach's Corner

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 info@mercurioadvisors.com or visit www.mercurioadvisors.com online for more information.

Episodes

May 6, 2021 17 min

What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term.

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/ 

 

What we discuss on this episode: 

1:53 - What is tax planning?

4:33 - What does tax planning actually look life with clients?

7:21 - Is it saf...

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What’s the difference between income planning and investment planning? On today’s episode we talk about the importance of investment planning, how it’s done, and what you can expect when working with Mercurio Wealth Advisors.

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Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-3-what-is-investment-planning/?

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What we discuss on this episode:?

2:29 - What is the goal for investment plan...

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What’s the best way to ensure that your money lasts throughout retirement? It’s by having a solid income plan, but you’d be surprised to find out that most people haven’t put that into place. Let’s explore what goes into income planning, what steps you can take to start that process, and why so many people are underprepared in this area.

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Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/...

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On this episode of Retirement Coach’s Corner, get to know our team a little better. Alan Mercurio is the founder and chief financial officer at Mercurio Wealth Advisors, and Troy Bolton is a senior wealth advisor with the company.

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Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/episode-1-get-to-know-alan-mercurio-and-troy-bolton/?

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What we discuss on this episode:?

1:15 – What does be...

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