The Client Experience - February 26, 2022

from Retirement 360 · host Alan Mercurio and Troy Bolton

What is it like to come into a financial planning office? Today Alan takes you through that experience with Mercurio Wealth Advisors, from the moment you first make contact through the process of putting a Game Plan together all the way through implementing that plan once it is agreed upon.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.

Episode metadata supplied by the publisher feed · Published Feb 27, 2022

Embed this episode

Attribution link and audio player

Ready to play

The Client Experience - February 26, 2022

0:00 52:09

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

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.

Frequently Asked Questions

How long is this episode of Retirement 360?

This episode is 52 minutes long.

When was this Retirement 360 episode published?

This episode was published on February 27, 2022.

Can I download this Retirement 360 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!