Ep 4: What Is Tax Planning?

May 6, 2021 5:00 am Published by Comments Off on Ep 4: What Is Tax Planning?

What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term.


Ep 3: What is Investment Planning?

April 28, 2021 1:11 pm Published by Comments Off on Ep 3: What is Investment Planning?

What’s the difference between income planning and investment planning? On today’s episode we talk about the importance of investment planning, how it’s done, and what you can expect when working with Mercurio Wealth Advisors.


Ep 2: Do You Truly Have an Income Plan?

April 20, 2021 7:24 pm Published by Comments Off on Ep 2: Do You Truly Have an Income Plan?

What’s the best way to ensure that your money lasts throughout retirement? It’s by having a solid income plan, but you’d be surprised to find out that most people haven’t put that into place. Let’s explore what goes into income planning, what steps you can take to start that process, and why so many people are underprepared in this area.


Ep 1: Get to Know Alan Mercurio and Troy Bolton

April 19, 2021 9:27 pm Published by Comments Off on Ep 1: Get to Know Alan Mercurio and Troy Bolton

Welcome to our new podcast, Retirement Coach’s Corner. Get to know Alan Mercurio and Troy Bolton and learn more about our team’s approach to financial planning and advising.