Reassessing Your Strategy - September 7, 2025

As we start to enter the home stretch of 2025, it could be a good idea to assess your investment strategy now instead of waiting for the end of the year rush. Troy looks at the recent landscape and offers some suggestions on how to best look at your plan and how to make any needed tweaks or requirements ahead of time so you can go into 2026 fresh and ready to go. Alan then joins the show to look at the coming longevity challenge has people are living longer and need to make their retirement savings last longer. 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.