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  • Four Questions About Retirement

    Four Questions About Retirement
    2026/08/22
    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 Marathon of Her Life

    The Marathon of Her Life
    2026/08/09
    Is your retirement strategy truly ready for anything? Discover the often-overlooked risks that come with strong markets, unexpected life changes, and shifting income sources as you approach retirement. Coaches Alan Mercurio and Troy Bolton dig into portfolio pitfalls, the “widow’s penalty,” and why mid-year checkups may matter more than you think. Tune in for revealing stories, insightful questions, and concrete tips to ensure your retirement plan stays on track—no matter what comes next.

    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
  • Lasting Wealth through Global Turmoil

    Lasting Wealth through Global Turmoil
    2026/08/05
    With the ongoing conflict in Iran making daily headlines, many people are wondering how this geopolitical uncertainty impacts their money. In this episode, we discuss what we have seen so far, what the future might hold, and why having a professional by your side is important for helping to protect your retirement savings during volatile times.

    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
  • Retirement Tax Shock

    Retirement Tax Shock
    2026/08/02
    What does it really take to retire with confidence? In this episode, Alan Mercurio and Mark Elliott tackle the most pressing—and often overlooked—questions that come with leaving your working years behind. Discover how common decisions about Social Security, IRAs, and tax strategies can shape your retirement journey. Hear how the lessons of the past and the surprises of the present can help you build clarity for your future—while leaving plenty of room for the unexpected twists every retiree must face.

    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
  • Behavioral Finance and You

    Behavioral Finance and You
    2026/07/19
    Is the “magic number” for retirement really $1.5 million—or is that just a headline? In this episode, Alan Mercurio and Troy Bolton pull back the curtain on what it truly takes to retire comfortably, addressing not only the financial calculators and rules of thumb, but also the powerful emotions and behaviors that often derail even the best-laid plans. You’ll hear insights into why many Americans feel unprepared for retirement, the pitfalls of herd mentality, loss aversion, and overconfidence, and why following the crowd—or the latest rule of thumb—may not deliver the security you seek. Discover why personalizing your retirement strategy could matter far more than chasing someone else’s number.

    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
  • Marathon of Her

    Marathon of Her
    2026/07/12
    “What happens when the guidance you’ve counted on disappears?” This episode dives into the shifting winds at the Federal Reserve and what new strategies may be needed for a retirement landscape where certainty is in short supply. Discover how today’s retirees are adapting to higher inflation, volatile interest rates, and policies that challenge conventional wisdom—plus the unseen factors that can complicate even the best-laid plans. Find out how the Retirement 360 approach tackles these evolving risks, and why the questions you ask now could shape your financial security for decades to come.

    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
  • Roth Conversion Window

    Roth Conversion Window
    2026/07/05
    What does "independence" really mean once your working years wind down? Many assume a hefty account balance guarantees freedom, but true financial independence demands a well-coordinated plan—one that transforms hard-earned savings into lasting income, accounts for taxes, and prepares for life's surprises. Hear how most retirees discover hidden gaps in their strategies, why drifting into retirement can be risky, and which questions reveal whether your plan supports real freedom…or lingering uncertainty.

    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
  • Your Worst Nightmare - June 28, 2026

    Your Worst Nightmare - June 28, 2026
    2026/06/28
    Running out of money is the worst fear of Americans looking at retirement. Alan looks at why this is, and how putting a retireement plan together can help alleviate these fears. Later he and Troy revisit four big retirement questions, as well as how to plug potential leaks in your retirement 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.
    続きを読む 一部表示
    52 分