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Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best...
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Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best possible solutions to investing, social security, healthcare, tax and estate planning issues. “Retirement 360” is a well-rounded look at the challenges that face today's retirement saver.
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Retirement 360 Podcast
Retirement 360 Podcast
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Is there any place for bonds anymore?
27 SEP 2021 · If you are looking for income from bonds, you may have to look elsewhere. But where? -
Tuning up your 401(k)
20 SEP 2021 · Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands. -
Would a market pullback be a good thing right now?
30 AUG 2021 · Market pullback and corrections are part of market cycles. Whether it’s 10% or 40%, are you positioned to handle it? -
Have you saved too much?
23 AUG 2021 · There are some politicians that are putting a number on what they think will “be enough” for a comfortable retirement. And if you have saved more, it’s time for more taxes. -
How to know if your portfolio is on track
16 AUG 2021 · As the market, the economy, and your age changes, how should your retirement accounts change? -
The retirement mistake that more than half of us will make
2 AUG 2021 · There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset. -
How much money should you have in the market?
26 JUL 2021 · On a scale of 1 to 10, where are you on the risk scale? Does your retirement account match that number? -
What goes into a mid-year financial check-up?
12 JUL 2021 · We are halfway through the year. What should you be looking at and possibly adjusting? -
When to get off the market roller coaster
5 JUL 2021 · The older we get the less we like roller coasters. Is it the same for the stock market? -
Should the Fed’s recent comment have you worried?
28 JUN 2021 · The Federal Reserve says inflation is higher than what they had planned, and they may move up interest rates sooner. What conversation should this spark with your advisor?
Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best...
show more
Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best possible solutions to investing, social security, healthcare, tax and estate planning issues. “Retirement 360” is a well-rounded look at the challenges that face today's retirement saver.
show less
Information
Author | NewsRadio 840 WHAS (WHAS-AM) |
Categories | Investing , Education , Business |
Website | www.spreaker.com |
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