Retirement 360

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 194:51:31
  • Mas informaciones

Informações:

Sinopsis

Catch Retirement 360 with Alan Mercurio, Kentuckian's highly acclaimed retirement and investment specialist. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coach, can answer your questions and make you more aware of issues that may affect you. So tune in every Sunday at 11am to catch Retirement 360 with Alan Mercurio and Tony Vanetti only on 840 WHAS!

Episodios

  • What to Look For in 2025 - February 23, 2025

    23/02/2025 Duración: 52min

    Alan and Troy take a look ahead at what to expect for the bulk of this year, including what could happen with taxes, inflation and Social Security. Then they revisit how to craft a legacy plan specific to your family's needs and goals on passing things to the next generation.

  • Planning for Large IRAs - February 16, 2025

    16/02/2025 Duración: 52min

    Alan and Ashley Schneider discuss the needs of those with larger IRAs or 401Ks and how to craft a retirement plan that involves tax planning so you pay the lowest legal amount to Uncle Sam and keeping more of your nest egg in your own pocket.

  • Retirement Regrets - February 9, 2025

    09/02/2025 Duración: 52min

    What do some retirees regret about their planning? The number one issue according to a recent survey is not taking saving for retirement more seriously. Alan takes a look at the survey and how you can avoid some of the regrets many people have so that your retirement can be less worrisome. He also revisits downsizing for retirement as well as scams that continue to try to rob retirees of parts of their nest egg.

  • Financial Habits to Break - February 2, 2025

    07/02/2025 Duración: 52min

    With the start of a new year, it's a good idea to look at what habits you might be doing to your finances that you might want to stop. Alan and Troy look at factors such as lifestyle creep and procrastination that could be taking away opportunities to grow your savings, and how to get a better handle on these things.

  • What Does A Republican Controlled Government Mean for Retirement - January 19, 2025

    19/01/2025 Duración: 52min

    Alan and Troy take a look at the new Trump administration and discuss what could happen with taxes, government spending and other financial factors going forward. They also revisit how slow progress in your financial plan can help bring the kind of growth you need for your plan in the long run.

  • The Twin Threats of Taxes and Inflation - January 12, 2025

    12/01/2025 Duración: 52min

    Taxes and inflation are huge threats to anyone's retirement, especially when these factors are not known and can change at any time. Alan and Troy discuss some strategies, including Roth conversions, that can help mitigate the effects of these factors. They also look at a master calendar for important dates for 2025.

  • The American Dream - January 5, 2025

    05/01/2025 Duración: 52min

    Alan and Troy look at a recent study that indicates people would need some $4.4 million over their lifetime to achieve the traditional American Dream of owning a house, putting kids through college, etc. They also look at the growing federal debt picture and the likelihood of rising taxes to try and pay it off.

  • Naughty or Nice - December 22, 2024

    22/12/2024 Duración: 52min

    Ashley Schneider from the Mercurio office begins the program with a segment concerning certain scenarios of future retirees to determine if they are naughty or nice concerning their planning during this holiday season. Then Alan and Troy take over and review four keys for a solid retirement plan as well as reviewing timeless advice.

  • The Retirement Savings Crisis - December 15, 2024

    15/12/2024 Duración: 52min

    Alan takes a look at a recent AARP study which shows that 20% of adults age 50 and older have NO retirement savings, and taxes might go up to help compensate. Alan takes a further look at this study and delves into why saving and planning for retirement is so important. Later Troy joins him to go over things that should be on anyone's list for putting a retirement plan together, as well as answering listener questions.

  • How Much is the American Dream - December 1, 2024

    01/12/2024 Duración: 52min

    Today Alan and Troy revisit the topic of how much it costs to attain the so-called American Dream lifestyle of a house, family, vacations and retirement, as well as a recent study which showed that cost to be around $4.4 million. Later they take a look at timeless advice from people through the years and how their quotes relate to retirement planning.

  • Balance Your Retirement Portfolio Now - November 3, 2024

    03/11/2024 Duración: 52min

    With growth in certain sectors of your investments, the allocation could get out of balance between stocks, bonds and other elements. Alan and Troy take a look at keeping everything balanced to help keep things in range, as well as determining tax responsibilities.

  • 401K Rollover Mistakes - October 20, 2024

    20/10/2024 Duración: 52min

    When you roll over a 401K into an IRA it is done in cash, and people can lose out on the potential of growth if those funds are not reallocated into new funds or investments. Alan and Troy discuss a recent survey by Vanguard indicating that people need to pay attention to this when they do a rollover so they can make sure that money is continuing to grow to provide a more comfortable nest egg to retire with.

  • Taking Control of Retirement - October 13, 2024

    13/10/2024 Duración: 52min

    There are a lot of things you can't control in retirement planning - inflation, pandemics, etc. But you can control more than you think, and Alan discusses how putting a plan together can take future events into account, whatever they may be, to make sure money is there when you need it.

  • Retirement Regrets - October 6, 2024

    06/10/2024 Duración: 52min

    Alan and Troy take a look at the results of a recent survey where Americans look at the regrets they have over financial decisions they have made, how they can affect your retirement, and how to work around them. They also revisit the topic of annuities and how they could work in one's retirement plan to help provide guaranteed income.

  • Revisiting Large IRAs - September 29, 2024

    29/09/2024 Duración: 52min

    Troy and Alan revisit planning for large IRAs, which some folks may have built up over years of saving in their company plans.

  • Making Retirement Money Last - September 22, 2024

    22/09/2024 Duración: 52min

    Troy and Ashley Schneider appear on this show to discuss ways to help make your retirement savings last, taking into account longevity risk, market volatility, inflation and rising taxes, among others.

  • What May Change for Social Security - September 15, 2024

    15/09/2024 Duración: 52min

    Alan and Troy open the show by discussing Social Security and the projected cost of living increase for 2025, among other issues. Later they take a look at topics that should be on your retirement planning list, as well as answer listener questions.

  • Reasons to Fire Your Advisor - September 8, 2024

    08/09/2024 Duración: 52min

    Alan and Troy take a look at when it may be time to change your advisor to one focused on retirement planning, especially when it comes to income and distribution rather than just growth.

  • Get the Facts on Social Security - September 1, 2024

    05/09/2024 Duración: 52min

    Alan and Troy revisit one of the most popular government programs for retirement, Social Security. It's more complicated than it appears on the surface, and the guys take you through the most basic aspects of the program and how you can use it to obtain the most benefits for your situation.

  • Market Volatility - August 11, 2024

    11/08/2024 Duración: 52min

    Alan and Ashley Rose Schneider discuss the recent market volatility to open the program, and how having a plan can help mitigate the damage caused by sudden downturns such as what happened this past Monday. Later they revisit the topic of planning for the worst but hoping for the best in retirement.

página 1 de 12