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Balance Your Portfolio Now

Balance Your Portfolio Now

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What if you had to retire today—would your plan hold up? This episode of Retirement 360 dives into the hidden risks of early, unexpected retirement, from sudden health issues to job loss, and why flexibility matters more than perfect timing. Join Alan Mercurio as he reveals the overlooked gaps in most retirement strategies, the importance of true financial planning—not just a collection of accounts—and why taxes could upend even the best-laid plans. Before you assume you’re “probably okay,” discover what you might have missed and how to stress test your future—because sometimes, you don’t get to choose your retirement date.

Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.
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