When is the right time to meet with an advisor episode artwork

EPISODE · Feb 18, 2019 · 53 MIN

When is the right time to meet with an advisor

from Retirement 360 · host Alan Mercurio and Troy Bolton

How do you know when it is the right time to see a financial advisor? Everyone who owns a car knows to bring it to a mechanic when it needs a tune up, so why not apply that same logic to your finances? Why are families hesitant to use the guidance of a finance professional? By meeting with a financial advisor, even for one discussion, you may open the door to new opportunities to learn more about your savings strategies, your planning strategies and even discover ways to make your assets work for you. Whether it is learning how to create a paycheck once your stop working, or lowering taxes, or finding ways that you may be overspending, working with an advisor will put you on a track to a successful retirement. Plan today, for a better tomorrow.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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When is the right time to meet with an advisor

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This episode was published on February 18, 2019.

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