PODCAST · education
Retirement 360
by Alan Mercurio and Troy Bolton
Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you. Disclosure: https://bit.ly/2QyEVev
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287
Four Questions About Retirement
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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286
Being Ready and Retiring From a Small Business - March 22, 2026
Alan and Troy revisit a recent study to determine whether you are truly ready to retire, and also some tips for those who are wanting to retire after a career running a successful small business.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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285
Preparing for Market Volatility
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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284
Retirement Dreams vs. Reality
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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283
Your 401K Is Not A Plan
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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282
Retirement Income Planning - February 15, 2026
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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281
Are You Truly Ready - February 8, 2026
Not just financially, but emotionally - are you truly ready to retire? Alan and Troy take a look at this subject and how you can answer that question for yourself. Later they revisit various challenges your retirement money faces and how you can plan to work around them.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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280
Retirement Optimism - February 1, 2026
A recent study showed fewer people felt optimistic about retirement than in recent years, with concerns over inflation, longevity and guaranteed income running particularly high. Alan discusses how having a clear, written plan can help alleviate some of these fears, as well as some strategies financial professionals use to help create those plans.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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279
Where is the Market Headed - January 25, 2026
Some analysts think the stock market could have a big year in 2026 with as much as 8-18% gains, while the average American is less optimistic. Alan and Troy break down the news and emphasize the importance of having a solid plan in place so that your money will still be working for you when you need it regardless of economic conditions.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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278
2026 Retirement Forecast - January 18, 2026
What's in store for the year ahead? Alan and Troy get into this subject and discuss new higher 401K and IRA savings limits, Social Security and Medicare adjustments, the Big Beautiful Bill tax deductions and more.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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277
Preparing for Market Volatility - January 11, 2026
Stock market volatility is always a threat - it can crop up at any time. Alan and Troy take a look at why having a solid retirement plan can help mitigate the effects of volatility so you can keep more money in your pocket.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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276
The Cost of Retirement - January 4, 2026
How much you have saved for retirement is just half the battle. Turning it into reliable income to cover your living expenses is the real concern. Alan takes a look at creating a retirement plan that will make sure you have the income you need, plus money for growth to cover inflation, as well as possible future health care or long term care needs. He and Troy also revisit the key questions you need to answer when considering retirement in the first place.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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275
Health Care Expenses - December 28, 2025
A recent study shows health care expenses are - what else - going up. Alan and Troy take a closer look and stress the importance of planning to cover these ever increasing costs, especially as it relates to long term care. They also revisit Roth conversions, as well as five taboo topics in retirement conversations.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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274
A Christmas Guide to Retirement - December 21, 2025
Santa makes a list - and checks it twice - for Christmas, so why shouldn't you do the same thing when it comes to retirement planning? Alan takes you through what to have on the list to make sure your plan will get you through retirement.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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273
Planning For Health Care - December 14, 2025
New data shows retirees face massive health care expenses totaling an estimated $172,500 per person from age 65 on, a 4% increase over last year. Alan and Troy dig into the information and identify some things you can do to plan for these rising expenses. including having some reserves on hand, taking a look at statements and estimating what future needs may be and setting aside as much as necessary to deal with them.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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272
Advanced Planning Strategies for 2026 - December 7, 2025
Alan and Troy look at the new year ahead and share some deeper planning ideas that go beyond the basics to help with tax efficiency and more. Later they revisit the subject of Roth conversions and how to determine whether they are right for your plan.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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271
Optimism About the Future - November 30, 2025
A recent survey shows financial advisors are optimistic about the economic future, even with concerns about inflation, taxes and market volatility. Alan and Troy dive into this survey and find that the optimism comes from preparing for whatever lies ahead with a comprehensive plan. Later they revisit the subject of longevity and how it can affect even the best retirement plans.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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270
Drinking the Annual COLA - November 23, 2025
Troy handles the entire show today and begins with the 2026 Social Security Cost of Living Adjustment (COLA) and what you need to know about next year's program. Later he touches on highly appreciated assets and how you can save on taxes when it comes to disposing them or passing them to the next generation.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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269
Planning for Health Care - November 16, 2025
Alan and Troy revisit health care planning in light of a study showing the increasing costs of long term care, and how important having some kind of plan for it is for your retirement. They also revisit the key questions you need to answer before you retire.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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268
The Social Security COLA - November 9, 2025
Next year's Social Security cost of living adjustment will be 2.8%, as the government just announced. Troy and Ashley Schneider take a look at the numbers and how it helps retirees to have a plan that goes beyond just Social Security to provide the necessary income for retirement, especially in keeping up with inflation and rising Medicare costs. Later Alan joins the show and addresses behavioral finance.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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267
Retirement for Small Business Owners - November 2, 2025
Alan and Troy are small business owners who are going through the transition from one generation of ownership to another, and on this episode they discuss the ways it can be done to provide money for retirement for the owner who may not have thought about it during the years when he or she was building their business.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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266
The New Retirement Reality - October 26, 2025
People fear outliving their savings more than they fear death itself. Longevity is the new retirement reality, along with disappearing pensions and having to essentially keep track of investment savings yourself. Alan takes a look at what to do to help mitigate the various mistakes one can make when trying to grow, then preserve savings to be able to enjoy a long retirement.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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265
Addressing Year End Financial Issues - October 19, 2025
Troy starts off the show by looking at why now is a great time to take care of whatever is needed for end of year financial moves like Roth conversions or required minimum distributions. Then Alan joins him to revisit the subject of annuities - what they are and how they might fit into your plan.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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264
Roth Conversions and Medicare Open Enrollment - October 12, 2025
Alan and Troy take a look at Roth conversions, when they can make sense and how to do them to get the best tax benefits from them. Then Alan is joined by Elizabeth Gillette to talk about Medicare Open Enrollment, which begins this Wednesday.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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263
Interest Rate Cuts - October 5, 2025
Alan and Troy discuss the pros and cons of the recent interest rate cut by the Federal Reserve and what it could mean for retirees, especially those who are savers or who have fixed rate investments. They also revisit retirement spending and how it can be more than you think and how to plan for that possibility.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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262
Falling Interest Rates - September 28, 2025
After months of discussion and haggling, the Fed finally decided on a quarter percent rate cut earlier this month. Is it the start of a gradual decline in rates andm if so, what will it mean for your retirement future? Alan takes a look and discusses the importance of having a plan that will work no matter what direction interest rates take going forward.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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261
Habits to Break, Money Challenges and Taboo Topics - September 21, 2025
Alan and Troy revisit three interesting subjects - financial habits to break when it comes to retirement; money challenges in retirement planning, and taboo topics people don't like talking about concerning their finances, but sometimes need to in making sure their plans come out the way they would like.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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260
Clearing Up Six Common Retirement Myths - September 14, 2025
Alan and Troy take a look at some common myths about retirement such as Social Security providing all of your necessary income, or Medicare taking care of all medical expenses (neither are true) and others and provide guidance on how to work toward getting these needs met in your plan. They also discuss creating a solid legacy plan and answer listener questions.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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259
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.
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258
All About Medicare - August 31, 2025
Elizabeth Gillette from the Mercurio office joins Mark and Troy to talk about the upcoming Medicare Open Enrollment period starting October 15th and some upcoming workshops in late September to address this year's changes. Alan then joins the show to revisit whether it may be time to change your advisor going into retirement, as well as answering listener questions from the mailbag.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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257
Behavioral Finance and You - August 24, 2025
People can make emotional decisions regarding money for any number of reasons, because money may mean different things to each one. Alan and Troy look at some of the ways people think about money and why it is important to refrain from making decisions based solely on emotion, and how a trusted financial professional can help them stay on track with their plan and their goals.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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256
Preserving Your Wealth - August 17, 2025
Many people nearing retirement are concerned with making their savings last and preserving it for as long as they need it. Alan and Troy take a look at how they help clients put together a retirement plan that addresses the issues that can eat away at savings, such as taxes, inflation and health care. They also revisit some of the key questions people have about retirement planning and how they can help answer them.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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255
The Reality of Retirement Spending - August 10, 2025
People look at spending money in retirement differently than perhaps the reality dictates. Alan and Troy look at the differences and the patterns it can take, and how having a budget for income is the foundation for a solid retirement plan.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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254
Is Your Plan Tariff-Proof? - August 3, 2025
Tariffs have been in the news a lot in 2025, especially earlier when they caused a lot of volatility in the stock market. Though that has calmed down some recently, anything can happen, and Alan and Troy look at the situation and how it can still affect your plan, especially in light of the recent passage of the Big Beautiful Bill and ongoing tax code changes for 2026 through 2028.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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253
The longevity Challenge - July 27, 2025
People today are living through what some experts call a longevity revolution, meaning folks are living much longer than previous generations. Alan and Troy take a look at the challenges a long life can bring, especially as it involves your retirement savings and trying to make it last for the duration.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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252
Control What You Can Control - July 20, 2025
Volatility, interest rates, war . . . all those things and more are out of our control. Alan and Troy discuss the importance of not allowing the outside noise to affect your financial plan, and instead just concentrate on the things you can control in your day-to-day life. Later they look at four retirement unknowns and answer some listener questions from the mailbag.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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251
The Big Beautiful Law - July 13, 2025
Troy starts the show by discussing the initial reaction to the Big Beautiful Bill now signed into law by President Trump on Independence Day, and some of the key provisions for Americans going forward. Then he and Alan revisit planning for larger IRAs and 401Ks, as well as answering listener questions from the mailbag.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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250
Active vs. Passive Investing - July 6, 2025
Alan takes a look at the difference between active and passive management, and how each can be a fit for a retirement portfolio. He also looks at the Big Beautiful Bill and what it could mean as it becomes law when it is signed by President Trump. 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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249
Six Common Myths - June 29, 2025
Alan and Troy begin the show by clearing up six common retirement myths, including Medicare covering all health care costs (it doesn't) and being able to retire on Social Security alone (most people need supplemental income). They also revisit some hidden obstacles to retirement as well as answering listener questions from the mailbag.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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248
Control What You Can Control - June 22, 2025
There is a lot of news going on as always - currently it's the Middle East, legislation in Congress, the G7 Summit and more - but those things are out of the control of everyday people. Alan and Troy remind us that what we can control is our reaction to these events as it effects investments and how to make sure to stay on track with the plan that takes volatility into account. They also revisit tax challenges in retirement and answer some listener questions.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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247
Income Blueprint - June 15, 2025
Alan and Troy take a look at how to take savings vehicles such as 401Ks and IRAs and turn them into reliable monthly income for retirement.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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246
Market Volatility - June 1, 2025
As usual, the stock market is going up and down - sometimes wildly - in 2025. Alan and Troy discuss the volatility and possible opportunities it provides to augment your investments and retirement savings if done properly. They also revisit tax challenges for retirement income, as well as looking at timeless advice.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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245
Volatility and Tax Challenges - May 25, 2025
Alan and Troy once again address volatility in the market and how it may continue, and how having a plan can help you deal with it. They also revisit tax challenges in retirement and how proper tax planning can save you money in future tax obligations. 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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244
Tariffs and the Market - May 18, 2025
Alan and Troy first look at the latest situaiton involving tariffs and how they cause market flucuations, and how you should access your risk tolerance and revise your plan accordingly. They also revisit the subject of retirement unknowns, such as longevity and future tax rates that could cause your plan to change on the fly.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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243
Hidden Obstacles - May 11, 2025
Alan and Troy take a look at some of the not-so-obvious factors involved in putting a financial plan together for retirement. This include creating reliable lifetime income, managing unexpected health care costs, taxes and market volatility.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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242
The True Cost of Retirement - May 4, 2025
People may spend more than they think they will when they retire, plus other costs that may not be taken into consideration could eat away at their savings. Alan and Troy look back at why controlling these costs are so important in putting a plan together. They also revisit the threats of inflation and taxes on retirement savings.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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241
Dealing with Volatility - April 27, 2025
Alan and Troy take a look at the recent market volatility, which is expected to continue, and how to best deal with it within your retirement plan. They also take another look at items to place on your planning checklist, as well as five tips to provide for a happy retirement.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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240
Retirement Income Faces Tax Challenges - April 20, 2025
Taxes are a big part of retirement - something many people don't realize. And not planning for them could cost you a lot of money. Alan and Troy look at how taxes may increase to help pay off the growing national debt, and how they could also eat into your retirement nest egg unless you use various strategies to pay lower rates now before they possibly go up as soon as next year.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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239
Key Economic Challenges - April 13, 2025
Alan and Troy discuss some of the main economic challenges we face for 2025, especially in regards to volatility. They also revisit some reasons why you may want to change your advisor, especially as your approach retirement and your money's needs change.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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238
Creating Dependable Retirement Income - April 6, 2025
How can you create dependable, guaranteed income for retirement? Alan takes a look at the strategies involved in turning your nest egg into the kind of income you need for retirement. He also looks at why, according to a recent study, that so-called wealthy people aren't spending their money as freely as perhaps they could.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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ABOUT THIS SHOW
Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you. Disclosure: https://bit.ly/2QyEVev
HOSTED BY
Alan Mercurio and Troy Bolton
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