To DIY or Not DIY: That is the Question episode artwork

EPISODE · Aug 27, 2018 · 48 MIN

To DIY or Not DIY: That is the Question

from Retirement 360 · host Alan Mercurio and Troy Bolton

Many in our community are a DIY - do it yourself - when it comes to their own finances. But, is there a line at which you should consider asking for help in managing your assets? Are the DIYers choosing their best options and strategies? - Are they putting too much trust in a "Target Date Fund"? - Do they know they know what option is the best to pull money from SS or IRA? - Should you invest the majority of your assets in the stock market? - And how much of your SS do you actually get to keep? Some say, once you reach 250k in assets, you should consider meeting with an advisor. This week on Retirement360 MWA Advisor, Alan and host, Tony Vanetti, discuss these questions and more. The benefits of having an advisor can sometimes outweigh the costs, and also ease your piece of mind. Knowing you have a trusted Fiduciary working for your best interests that can help navigate the expansive financial industry might be something to consider - even for the DIYer.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 Aug 27, 2018

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To DIY or Not DIY: That is the Question

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This episode was published on August 27, 2018.

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