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EPISODE · Apr 8, 2019 · 52 MIN

Biggest questions when starting retirement

from Retirement 360 · host Alan Mercurio and Troy Bolton

Every day we meet families who all have similar questions or expectations for their retirement. While we know two families are not the same, there are a few questions they all seem to ask: What about fees? Who and what are being paid? We dive into the three most common groups of fees: Administrative fees, Investment fees, and Individual service fees Am I being taxed on Social Security? Yes, since 1983 and again in 1993, income tiers were created that formerly only applied to a small group of seniors, now it applies to at least 51% of families - because the base income never accommodated inflation. Moving from too aggressive to too conservative in your investments. Once you're older, it's wise to shift some of your investments from riskier vehicles like stocks to safer ones like bonds. But that doesn't mean you should dump all your stocks. Americans are living longer these days, with 25% of today's 65-year-olds making it past the age of 90.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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Biggest questions when starting retirement

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Badass Retirement: More Meaning, Money, & Adventure Robert Pagliarini Ph.D., CFP Ready to escape Average Retirement and live with more meaning, money, and adventure? Rage against the traditional approach to retirement and join Robert Pagliarini for daily conversations to help grow your wealth and live your best life in retirement. Learn from strategies that have helped thousands of Robert's clients to achieve total financial security, upgraded health, real adventure, deeper relationships, and greater meaning by living a Badass Retirement. Retirement is not about getting weaker, giving up on goals, or stripping away the things that give your life purpose. If you want your best days to still be ahead of you, seek a Badass Retirement filled with challenges, projects and adventures and live your life to the fullest. Hello Retirement Emlen Miles-Mattingly Retirement brings a lot of questions, concerns, and excitement. Together, we'll explore common worries like finances, inflation's impact, Medicare intricacies, and the fate of Social Security. Join me each week as we untangle these topics and more, offering insights to empower your retirement journey. Financial Decoder Charles Schwab Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavioral economics, portfolio management, retirement planning, personal finance and more.Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options.

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This episode was published on April 8, 2019.

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