Preserving Your Wealth - August 17, 2025

Many people nearing retirement are concerned with making their savings last and preserving it for as long as they need it. Alan and Troy take a look at how they help clients put together a retirement plan that addresses the issues that can eat away at savings, such as taxes, inflation and health care. They also revisit some of the key questions people have about retirement planning and how they can help answer 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.