Retirement 360

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

  • Topics On Your Retirement Planning List - March 24, 2024

    24/03/2024 Duración: 52min

    A recent survey showed that many people age 55 and older either failed or just barely passed a Social Security quiz. Alan and Troy discuss some of the questions on the quiz and present the right information to help people get the most from these benefits. Later they revisit retirement strategies for small business owners.

  • Bon Voyage in Retirement - March 17, 2024

    18/03/2024 Duración: 52min

    When you plan a vacation, you need to get everything in order like passports, tickets and much more. The same thing goes for retirement planning, and today Alan and Troy discuss the things you need to have ready when you want to enjoy retirement life.

  • The Retirement 360 Book - March 3, 2024

    03/03/2024 Duración: 52min

    Troy's book about the Retirement 360 Game Plan is now one year old, and today Alan and Troy continue their special offer to give a copy away along with the Retirement Took Kit that will help you get started on the process of putting a full Retirement 360 Game Plan together with the help of Mercurio Wealth Advisors.

  • More Retirement Issues for 2024 - February 25, 2024

    25/02/2024 Duración: 52min

    Medicare is going up again in 2024, and Alan and Troy discuss how to control how you take your income before they affect your taxes, which could relate to Medicare premiums. They also revisit the subject of making marginal retirement gains on a consistent basis to mitigate market volatility.

  • Make Your Money Work For You - February 18, 2024

    18/02/2024 Duración: 52min

    You have a nice nest egg of retirement savings - but how do you turn that into income, which is what you need first and foremost when you actually retire? Today Alan and Troy take a look of strategies and steps you can take to make sure you have income every month so you can live the lifestyle you want in your post-working years.

  • A Look Ahead - January 28, 2024

    28/01/2024 Duración: 52min

    Alan and Troy start the show by looking at what they see coming for 2024, then they look at planning for the worst case scenarios in retirement if things go off the rails from your original plan.

  • New Things For 2024 - January 7, 2024

    07/01/2024 Duración: 52min

    Today Troy takes a look at things which are changing that you need to know about for the coming year, including new IRS rules, Social Security adjustments and more. Then Alan joins him to revisit how retirement in real life may differ from what someone might imagine it to be beforehand.

  • Top Financial News - December 31, 2023

    31/12/2023 Duración: 52min

    Alan and Troy revisit the top financial news stories of 2023, then look back at legacy planning and how important it could be in your financial plan to make sure what you leave behind goes to who you want it to go to in the most tax efficient way possible.

  • Financial Habits to Break - December 24, 2023

    24/12/2023 Duración: 52min

    With a new year about to start, it's a good time to take stock of your financial plan and get out of bad habits which could derail the timing of your potential retirement. Alan and Troy go over some of these, including not having a budget, not paying attention to fees, and several others.

  • The Psychology of Money - December 17, 2023

    17/12/2023 Duración: 52min

    Finances and money have an emotional side that people often have issues with, especially when it comes to retirement planning. Alan and Troy take a look at how behavior can affect how people look at their situation heading into retirement and how a financial professional can help them plan to stay on track and not make emotional decisions that could end up costing them in the long run.

  • Top Financial News of 2023 - December 10, 2023

    10/12/2023 Duración: 52min

    Today Troy looks at some of the top financial news stories of this past year, then he and Alan revisit Social Security and the facts around this program that still constitutes a good portion of most people's retirement income plans.

  • Taking A Look Back - December 3, 2023

    03/12/2023 Duración: 52min

    Today Alan and Troy take another look at a year end checklist of things to get done financially before 2023 turns into 2024. Then they look at the three stages of retirement. commonly referred to as the go-go years, the slow-go years and the no-go years, and how your money needs to be available for certain things in each stage.

  • How to Get Higher Interest Rates - November 26, 2023

    26/11/2023 Duración: 52min

    Alan discusses a trick banks use by not raising your account's interest rates when they go up. But if you ask them about it, they could get better rates for your account. Later he and Troy visit the challenges women have when putting plans together for their own retirement without a partner.

  • Retirement Dreams vs. Reality - November 19, 2023

    19/11/2023 Duración: 52min

    Sometimes what you imagine retirement will be like isn't what it turns out to be. Alan and Troy take a look at what happens when the reality of retirement clashes with the thought of what you want it to be, and how planning can help with issues that crop up that could change the way you could live your post-working years.

  • Long Term Care Planning - November 12, 2023

    12/11/2023 Duración: 52min

    November is long term care awareness month, and people have a tendency not to plan for it because they may not know all their options. Alan and Troy discuss the issue and how it could be more affordable than you think with various programs designed to cover at least some of the costs.

  • Do You Need Life Insurance - November 5, 2023

    05/11/2023 Duración: 52min

    Everyone should have life insurance at some point - but not everyone needs it for retirement purposes. Today Alan and Troy discuss the idea of having life insurance as an instrument to use in a specific way for retirement and legacy planning.

  • Social Security - October 29, 2023

    29/10/2023 Duración: 52min

    After looking at recent financial news, Alan and Troy take a look back at the facts about Social Security and the ways in which in can be taken to help optimize your benefits that maybe you didn't know you had coming.

  • Year End Checklist and Respecting Your Elders - October 22, 2023

    22/10/2023 Duración: 52min

    Today Alan and Troy go over a list of things to be aware of getting done before 2023 ends, then take a look at legacy planning and how best to respect the wishes of those who have passed to be sure what they leave behind is passed on to those who are supposed to receive it.

  • Looking Up (Maybe) - October 8, 2023

    08/10/2023 Duración: 52min

    Retirement account balances are up, according to recent data. But that means you have more to lose in the event of market volatility. Today Alan and Troy talk about how to plan for that scenario so that you keep more of what you have saved and earned throughout your working career.

  • Bon Voyage in Retirement - October 1, 2023

    01/10/2023 Duración: 52min

    Alan and Troy discuss the items necessary for a solid retirement plan and how much it's like planning for a special trip. They also address the local situation involving various businesses potentially buying out employee pensions and how to make the right decision for your particular situation.

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