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  • Retirement for Small Business Owners - November 2, 2025

    Retirement for Small Business Owners - November 2, 2025
    2025/11/02
    Alan and Troy are small business owners who are going through the transition from one generation of ownership to another, and on this episode they discuss the ways it can be done to provide money for retirement for the owner who may not have thought about it during the years when he or she was building their business.

    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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    52 分
  • The New Retirement Reality - October 26, 2025

    The New Retirement Reality - October 26, 2025
    2025/10/26
    People fear outliving their savings more than they fear death itself. Longevity is the new retirement reality, along with disappearing pensions and having to essentially keep track of investment savings yourself. Alan takes a look at what to do to help mitigate the various mistakes one can make when trying to grow, then preserve savings to be able to enjoy a long retirement.
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    52 分
  • Addressing Year End Financial Issues - October 19, 2025

    Addressing Year End Financial Issues - October 19, 2025
    2025/10/19
    Troy starts off the show by looking at why now is a great time to take care of whatever is needed for end of year financial moves like Roth conversions or required minimum distributions. Then Alan joins him to revisit the subject of annuities - what they are and how they might fit into your plan.
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    52 分
  • Roth Conversions and Medicare Open Enrollment - October 12, 2025

    Roth Conversions and Medicare Open Enrollment - October 12, 2025
    2025/10/12
    Alan and Troy take a look at Roth conversions, when they can make sense and how to do them to get the best tax benefits from them. Then Alan is joined by Elizabeth Gillette to talk about Medicare Open Enrollment, which begins this Wednesday.
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    52 分
  • Interest Rate Cuts - October 5, 2025

    Interest Rate Cuts - October 5, 2025
    2025/10/05
    Alan and Troy discuss the pros and cons of the recent interest rate cut by the Federal Reserve and what it could mean for retirees, especially those who are savers or who have fixed rate investments. They also revisit retirement spending and how it can be more than you think and how to plan for that possibility.
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    52 分
  • Falling Interest Rates - September 28, 2025

    Falling Interest Rates - September 28, 2025
    2025/09/28
    After months of discussion and haggling, the Fed finally decided on a quarter percent rate cut earlier this month. Is it the start of a gradual decline in rates andm if so, what will it mean for your retirement future? Alan takes a look and discusses the importance of having a plan that will work no matter what direction interest rates take going forward.
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    52 分
  • Habits to Break, Money Challenges and Taboo Topics - September 21, 2025

    Habits to Break, Money Challenges and Taboo Topics - September 21, 2025
    2025/09/21
    Alan and Troy revisit three interesting subjects - financial habits to break when it comes to retirement; money challenges in retirement planning, and taboo topics people don't like talking about concerning their finances, but sometimes need to in making sure their plans come out the way they would like.
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    52 分
  • Clearing Up Six Common Retirement Myths - September 14, 2025

    Clearing Up Six Common Retirement Myths - September 14, 2025
    2025/09/14
    Alan and Troy take a look at some common myths about retirement such as Social Security providing all of your necessary income, or Medicare taking care of all medical expenses (neither are true) and others and provide guidance on how to work toward getting these needs met in your plan. They also discuss creating a solid legacy plan and answer listener questions.
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    52 分