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  • Health Care Expenses - December 28, 2025

    Health Care Expenses - December 28, 2025
    2025/12/28
    A recent study shows health care expenses are - what else - going up. Alan and Troy take a closer look and stress the importance of planning to cover these ever increasing costs, especially as it relates to long term care. They also revisit Roth conversions, as well as five taboo topics in retirement conversations.

    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
  • A Christmas Guide to Retirement - December 21, 2025

    A Christmas Guide to Retirement - December 21, 2025
    2025/12/21
    Santa makes a list - and checks it twice - for Christmas, so why shouldn't you do the same thing when it comes to retirement planning? Alan takes you through what to have on the list to make sure your plan will get you through retirement.

    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
  • Planning For Health Care - December 14, 2025

    Planning For Health Care - December 14, 2025
    2025/12/14
    New data shows retirees face massive health care expenses totaling an estimated $172,500 per person from age 65 on, a 4% increase over last year. Alan and Troy dig into the information and identify some things you can do to plan for these rising expenses. including having some reserves on hand, taking a look at statements and estimating what future needs may be and setting aside as much as necessary to deal with them.

    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
  • Advanced Planning Strategies for 2026 - December 7, 2025

    Advanced Planning Strategies for 2026 - December 7, 2025
    2025/12/07
    Alan and Troy look at the new year ahead and share some deeper planning ideas that go beyond the basics to help with tax efficiency and more. Later they revisit the subject of Roth conversions and how to determine whether they are right for your plan.

    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
  • Optimism About the Future - November 30, 2025

    Optimism About the Future - November 30, 2025
    2025/11/30
    A recent survey shows financial advisors are optimistic about the economic future, even with concerns about inflation, taxes and market volatility. Alan and Troy dive into this survey and find that the optimism comes from preparing for whatever lies ahead with a comprehensive plan. Later they revisit the subject of longevity and how it can affect even the best retirement plans.

    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
  • Drinking the Annual COLA - November 23, 2025

    Drinking the Annual COLA - November 23, 2025
    2025/11/23
    Troy handles the entire show today and begins with the 2026 Social Security Cost of Living Adjustment (COLA) and what you need to know about next year's program. Later he touches on highly appreciated assets and how you can save on taxes when it comes to disposing them or passing them to the next generation.

    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
  • Planning for Health Care - November 16, 2025

    Planning for Health Care - November 16, 2025
    2025/11/16
    Alan and Troy revisit health care planning in light of a study showing the increasing costs of long term care, and how important having some kind of plan for it is for your retirement. They also revisit the key questions you need to answer before you retire.

    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.
    続きを読む 一部表示
    52 分
  • The Social Security COLA - November 9, 2025

    The Social Security COLA - November 9, 2025
    2025/11/09
    Next year's Social Security cost of living adjustment will be 2.8%, as the government just announced. Troy and Ashley Schneider take a look at the numbers and how it helps retirees to have a plan that goes beyond just Social Security to provide the necessary income for retirement, especially in keeping up with inflation and rising Medicare costs. Later Alan joins the show and addresses behavioral finance.

    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.
    続きを読む 一部表示
    52 分