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

April 11, 2024 15 mins

Some things aren’t as good as they seem. And other things might just surprise you! We talk today about some areas financially where expectations and reality don’t always align. Have you thought through what your retirement will actually look like? It’s easy to imagine relaxing on a beach, but is that the reality for you? Is that what you want? How have you prepared to have the ...

Mark as Played

Everyone has their own habits and routines when it comes to handling their finances and investing. For instance, having a good budget and being disciplined can help you achieve the financial goals you have for the future. You also want to think about what life experiences you want to have, now and in the future.

Read more

Mark as Played

We’ve all heard the apocalyptic predictions about Social Security, the national debt, and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? In this episode, we’ll try to separate sensationalism from reality.

In a world constantly buzzing with economic...

Mark as Played
November 16, 2023 19 mins

Some financial questions are obvious and popular, while others are more hidden. Today, we dig through some of the more overlooked yet equally important questions to ask when going over your retirement plan. From savings that later turn into your largest expense, are you watching these financial elements closely? Do you know how much you can safely withdraw from your retirement ...

Mark as Played
November 9, 2023 16 mins

Continuing care retirement communities (CCRC) are on the rise as Baby Boomers enter into retirement. These communities have become a great place to live. The housing, social life, and long-term care plan all in one place carry a lot of appeal for some, but not all. We chat about what to look for in this type of community and what considerations people face when making the trans...

Mark as Played

No one likes to think about it, but most likely, one spouse will outlive the other one. Today, we talk about some of the financial implications that come up after one spouse passes and how to be prepared ahead of time. 

Mark as Played
September 28, 2023 13 mins

 A lot of financial decisions depend on you, your goals, and your needs for your financial future. But there are certain universal truths that everyone faces when it comes to retirement. We discuss a list of key truths and why you need to plan acco...

Mark as Played
August 31, 2023 14 mins

Let’s talk the pros and cons of real estate investing. Is this a part of your retirement plan? Should it be? Some people love the idea of rental properties as opposed to funding a retirement account, but for others, this might sound like a headache...

Mark as Played
August 17, 2023 20 mins

Retirement comes whether you are ready for it or not. When you hit “retirement age” you might wonder if and when you really should retire. Working with an advisor will help you determine if you’ve saved and planned enough.

Mark as Played

Today we continue our two-part series on the expenses you’ll have in retirement and how they might look different from your expenses when you’re working. It’s a mental shift you’ll have to make as you adjust your plan, your savings, and your spending. Getting ready can be a challenge, so it helps to have a financia...

Mark as Played

When you get into retirement, you might be surprised to find that your expenses change. Not only do they change as soon as you retire, but they can change later on as well. In today’s show, we talk about the different areas wher...

Mark as Played

There are many mistakes that you don’t want to make when it comes to retirement planning. We’re back to continue talking through common money mistakes to avoid in part two of this episode series. One of these mistakes can cost you thousands, if not...

Mark as Played

Unfortunately, we all make mistakes from time to time. After years of working as financial advisors, Alan and Troy outline five of the most common mistakes people make with money. Building a strategy ahead of time can help you avoid these mistakes ...

Mark as Played
April 6, 2023 16 mins

People like to change their goals sometimes, whether they realize it or not. Today we talk about common ways people move the goalposts in their financial lives. Should your goals move and what happens when they do? 

Read more

Mark as Played

What happens when a bank fails? If you’ve been watching the news lately, you may have noticed a lot happening around the Silicon Valley Bank and then Signature Bank. These are specific banks that cater to a specific client. How might these recent c...

Mark as Played

 It’s time to open up the mailbag and find out what’s on your mind when it comes to financial planning. In this episode, we’ll cover five different topics that impact both pre-retirees and retirees and we’ll coach you through ...

Mark as Played

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. You may or may not have seen the news, but it’s important to be aware of the changes enacted by the new legislation. Read more

Mark as Played

To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure your retirement is as successful and stress-free as possible.

Here are the questions you’ll want to ask yourself in regards to retirement:

  • Do I have a plan to combat inflation? (2:07)
  • A...
Mark as Played

Whether or not you’ve made any New Year’s resolutions yet, right now is a good time to look ahead financially. We go over a checklist for retirement preparedness as you formulate your retirement plan. Do you know the answers to these questions?

Here are the first five questions you should be asking:

  • Do I know how much income I need every month? (1:46)
  • Which account should I withdraw from first? (3:27)
  • Do I know the ideal time ...
Mark as Played
November 22, 2022 19 mins

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 it might make more sense to stay with the advisor you have.  

Here are some of the reasons people tend to wonder if they sho...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Death, Sex & Money

    Anna Sale explores the big questions and hard choices that are often left out of polite conversation.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Start Here

    A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.