All Episodes
Retirement 360 — 298 episodes
Gen X on Deck
The Marathon of Her Life
Lasting Wealth through Global Turmoil
Retirement Tax Shock
Behavioral Finance and You
Marathon of Her
Roth Conversion Window
Your Worst Nightmare - June 28, 2026
The Retirement Paycheck Predicament
Balance Your Portfolio Now
Roth Conversions
Building Essential Retirement Income
You Filed: Now What
Four Questions About Retirement
Four Questions About Retirement
Being Ready and Retiring From a Small Business - March 22, 2026
Preparing for Market Volatility
Retirement Dreams vs. Reality
Your 401K Is Not A Plan
Retirement Income Planning - February 15, 2026
Are You Truly Ready - February 8, 2026
Retirement Optimism - February 1, 2026
Where is the Market Headed - January 25, 2026
2026 Retirement Forecast - January 18, 2026
Preparing for Market Volatility - January 11, 2026
The Cost of Retirement - January 4, 2026
Health Care Expenses - December 28, 2025
A Christmas Guide to Retirement - December 21, 2025
Planning For Health Care - December 14, 2025
Advanced Planning Strategies for 2026 - December 7, 2025
Optimism About the Future - November 30, 2025
Drinking the Annual COLA - November 23, 2025
Planning for Health Care - November 16, 2025
The Social Security COLA - November 9, 2025
Retirement for Small Business Owners - November 2, 2025
The New Retirement Reality - October 26, 2025
Addressing Year End Financial Issues - October 19, 2025
Roth Conversions and Medicare Open Enrollment - October 12, 2025
Interest Rate Cuts - October 5, 2025
Falling Interest Rates - September 28, 2025
Habits to Break, Money Challenges and Taboo Topics - September 21, 2025
Clearing Up Six Common Retirement Myths - September 14, 2025
Reassessing Your Strategy - September 7, 2025
All About Medicare - August 31, 2025
Behavioral Finance and You - August 24, 2025
Preserving Your Wealth - August 17, 2025
The Reality of Retirement Spending - August 10, 2025
Is Your Plan Tariff-Proof? - August 3, 2025
The longevity Challenge - July 27, 2025
Control What You Can Control - July 20, 2025
The Big Beautiful Law - July 13, 2025
Active vs. Passive Investing - July 6, 2025
Six Common Myths - June 29, 2025
Control What You Can Control - June 22, 2025
Income Blueprint - June 15, 2025
Market Volatility - June 1, 2025
Volatility and Tax Challenges - May 25, 2025
Tariffs and the Market - May 18, 2025
Hidden Obstacles - May 11, 2025
The True Cost of Retirement - May 4, 2025
Dealing with Volatility - April 27, 2025
Retirement Income Faces Tax Challenges - April 20, 2025
Key Economic Challenges - April 13, 2025
Creating Dependable Retirement Income - April 6, 2025
Planning for High Net Worth Individuals - March 30, 2025
Retirement Income Faces Tax Challenges - March 23, 2025
The Hidden Costs of Retirement - March 16, 2025
Preserving Your Retirement From Taxes - March 9, 2025
What to Look For in 2025 - February 23, 2025
Planning for Large IRAs - February 16, 2025
Retirement Regrets - February 9, 2025
Financial Habits to Break - February 2, 2025
What Does A Republican Controlled Government Mean for Retirement - January 19, 2025
The Twin Threats of Taxes and Inflation - January 12, 2025
The American Dream - January 5, 2025
Naughty or Nice - December 22, 2024
The Retirement Savings Crisis - December 15, 2024
How Much is the American Dream - December 1, 2024
Balance Your Retirement Portfolio Now - November 3, 2024
401K Rollover Mistakes - October 20, 2024
Taking Control of Retirement - October 13, 2024
Retirement Regrets - October 6, 2024
Revisiting Large IRAs - September 29, 2024
Making Retirement Money Last - September 22, 2024
What May Change for Social Security - September 15, 2024
Reasons to Fire Your Advisor - September 8, 2024
Get the Facts on Social Security - September 1, 2024
Market Volatility - August 11, 2024
Planning For Large IRAs - July 28, 2024
Election 2024 - July 21, 2024
Financial Independence - June 30, 2024
Three Stages of Retirement - June 23, 2024
Test Drive Your Retirement - June 16, 2024
All About Annuities - June 9, 2024
Looking At Taxes - May 19, 2024
Plan for the Worst, Hope for the Best - May 11, 2024
The National Debt - April 28, 2024
Respect Your Elders; Honor Their Legacy - April 21, 2024
Make Your Money Work For You - April 13, 2024
Creating A Lasting Legacy - March 30, 2024
Topics On Your Retirement Planning List - March 24, 2024
Bon Voyage in Retirement - March 17, 2024
The Retirement 360 Book - March 3, 2024
More Retirement Issues for 2024 - February 25, 2024
Make Your Money Work For You - February 18, 2024
A Look Ahead - January 28, 2024
New Things For 2024 - January 7, 2024
Top Financial News - December 31, 2023
Financial Habits to Break - December 24, 2023
The Psychology of Money - December 17, 2023
Top Financial News of 2023 - December 10, 2023
Taking A Look Back - December 3, 2023
How to Get Higher Interest Rates - November 26, 2023
Retirement Dreams vs. Reality - November 19, 2023
Long Term Care Planning - November 12, 2023
Do You Need Life Insurance - November 5, 2023
Social Security - October 29, 2023
Year End Checklist and Respecting Your Elders - October 22, 2023
Looking Up (Maybe) - October 8, 2023
Bon Voyage in Retirement - October 1, 2023
Life Insurance in Retirement - September 24, 2023
Retirement Challenges for Women - September 17, 2023
Get the Facts on Social Security - September 3, 2023
Retirement For Small Business Owners - August 27, 2023
What To Do When Your Spouse Dies - August 13, 2023
Headlines and Four Questions - August 6, 2023
Don't Forget The Legacy - July 23, 2023
Downsizing - July 16, 2023
Three Stages of Retirement - July 2, 2023
Retirement Longevity - June 25, 2023
Protected Income - June 18, 2023
Financial Habits to Break Right Now - June 11, 2023
Plan For The Worst, Hope For The Best - May 28, 2023
Financial Headlines - May 21, 2023
Making Marginal Retirement Gains - May 14, 2023
Financial Habits to Break Right Now - May 7, 2023
Your Retirement To-Do List - April 30, 2023
Headlines - April 16, 2023
Creating A Five Star Retirement Plan - April 9, 2023
Money Challenges in Retirement - March 26, 2023
Boomers Up To Bat - March 19, 2023
Maximize Your Retirement Income - March 5, 2023
Four Retirement Unknowns - February 26, 2023
Make Your Money Work For You - February 12, 2023
Topics On Your Retirement Planning Checklist - January 29, 2023
Retiring Today - January 15, 2023
Risks In Retirement - January 8, 2023
Four Questions - December 4, 2022
Creating A Five Star Retirement Plan - November 27, 2022
401K and IRA Decisions - November 20, 2022
Year End Checklist and Money Challenges - November 6, 2022
Getting To Know Alan and Troy PLUS Pensions - October 30, 2022
Retirement Tool Kit - October 23, 2022
Pensions and Top Five Retirement Questions - October 16, 2022
Getting To Know Alan - October 9, 2022
Who Killed The 60-40 Rule? - October 2, 2022
Retirement Planning List - September 18, 2022
Downsizing - September 11, 2022
The Psychology of Money - September 4, 2022
Financial Check-Up - August 28, 2022
Let's Talk Taxes - August 21, 2022
Retirement For Small Business Owners - August 13, 2022
Impact of Inflation - August 7, 2022
What To Do When Your Spouse Dies - July 31, 2022
Retiring Today - July 24, 2022
Topics On Your Retirement Planning List - July 17, 2022
Retirement Tool Kit - July 9, 2022
Financial Tool Kit - July 3, 2022
Headlines and Protected Income - June 18, 2022
Retiring Today - June 12, 2022
Get The Facts On Social Security - June 5, 2022
Boomers Up To Bat; Gen X On Deck - May 28, 2022
Retiring Today - May 21, 2022
Making Sense of Taxes - May 14, 2022
Derby Week - May 7, 2022
Spring Cleaning For Finances - April 30, 2022
Bon Voyage In Retirement - April 23, 2022
Retirement Challenges for Women - April 16, 2022
Retirement Construction Zone Revisited - April 9, 2022
Retiring Today - April 2, 2022
Planning For The Future Together - March 26, 2022
What Goes Up Must Come Down - March 19. 2022
Retirement For Small Business Owners - March 5, 2022
The Client Experience - February 26, 2022
IRA and 401K Decisions - February 19, 2022
Retirement Construction Zone - February 12, 2022
Robo Advisors vs. Human Advisors - February 5, 2022
Lifestyles Of The Rich and Famous - January 29, 2022
Get The Facts On Social Security - January 22, 2022
The Client Experience - January 15, 2022
Living With Low Interest Rates - January 8, 2022
Retirement Construction Zone - December 11, 2021
Questions To Ask - December 4, 2021
Respect Your Elders - November 27, 2021
Three Phases of Retirement - November 20, 2021
Building Your Financial House - November 13, 2021
Financial Literacy - October 30, 2021
Retirement To-Do List - November 6, 2021
Keys To A Comfortable Retirement - October 23, 2021
The Market Is A Bomb, Don't Know How Long The Fuse Is
How to know if your Retirement is on track!
Retirement 360 Mistakes to avoid in Retirement
Retirement 360 06 - 26 - 21 Segment 1
What You Have vs. What You spend
Are You Really Diversified?
A Lesson From Baseball
What Would You Give Up To Retire Early?
Does The Election Worry You?
Is Monopoly A Game Of Luck or Skill?
Do Doctors Have It Easier?
Are Index Funds All The Diversity You Need?
Re-thinking Time Tested Investment Ideas
Who's Educating You About Retirement?
Best Of Alan Mercurio | Mercurio Wealth Advisors
Will Your Retirement Stand The Test of Time?
Money Lessons From Dad
Are Things Returning To Normal?
Coronavirus And The Market | Recorded Live on WHAS
Should you try and time the market?
Coronavirus And The Markets
What's A Tax Mule?
Politics and Investing... How are they connected?
Is The Idea Of A "Traditional" Portfolio Slowly Dying?
Will Your Retirement Plan Last Until You're 90?
Wait... You Can Draw Up A Will On A Smartphone?
Uncle Sam And His Retirement Plan
Warren Buffet And The "Retirement Castle"
Could You Be Making A Costly Mistake With Index Funds?
Can You Get A "Do-Over" On Social Security?
The 4 Factors That Determine Your Social Security
What Questions Are You Asking When Planning Your Retirement?
Is Another Recession Coming? Are You Protected?
Do You Really Spend More During Retirement?
Have you completed a "Stress Test"
Do you ACTUALLY have a plan in place?
Retirement 360 - Best of Alan Mercurio
When to Meet an Advisor
Growth vs Protection
Financial Planning and Netflix?
Biggest questions when starting retirement
Taxes - Pensions - And knowing your Risks!
Retirement 360 Last Minute Tax Tips
Taxes and being the Beneficiary
The three things you need to know
2019 Best of Alan Mercurio
Is Your Plan Obsolete?
When is the right time to meet with an advisor
Retirement 360 02 - 10 - 19 Full Show
Getting Everyone on the SAME team
Retiring harder today?
Navigating Volatility
Control: How to Manage Your Accounts in a Volatile Market
Taking the leap
Roller Coaster Markets
How long will the money last
End of Year planning
Moving too quickly
Financial FOMO
Are you READY to retire?
Corrections, Taxes and Planning for the Future
Understanding Market Corrections
Offence or Defense?
Your Retirement To-Do List
Adjusting to Change: Which Path Do You Take?
Are You Asking Yourself the RIGHT questions?
Financial Planning and Its Myths
The Guessing and The Complete Retirement 360 Game Plan
Customizing Your Future
To DIY or Not DIY: That is the Question
Overcoming the Fear of Retirement
When is it the right time?
Leaving a Legacy
Forecasting the Future?
Retirement Takes Time, Planning and Maybe a Little Help
No Retirement is the Same, so No Plan is the Same
What am I supposed to do?
Never promise more than you can perform. - Publilius Syrus
Father's Day Special - Still listening to his advice?
Jobs Report Calms Volatility
Stocks Up, Signals Mixed
Tackling Trade & Treasuries
Markets Post Week of Growth
Examining Employment
Earnings Rise, Stocks Stumble
Examining Earnings & Yields
2018 Q1 Report
Markets Increase
Stocks Drop as Tariffs Rise
A Look Back
Goldilocks Returns
Volatile Markets Continue
Interest Rates, Treasuries, and Inflation
Special Update: Understanding Volatility
Markets Slide as Bond Yields Rise
Stocks Jump Again
Stocks Up as Shutdown Looms
Retirement 360 Best Of 2017
True Meaning Of Fiduciary