Ep 9: What to Know About Annuities

July 29, 2021 5:00 am Published by Comments Off on Ep 9: What to Know About Annuities

What do you think of when you hear the word, “annuities”? Troy and Alan talk through the different types and how they may or may not fit in your plan.


Ep 8: The Financial Red Zone

July 22, 2021 5:00 am Published by Comments Off on Ep 8: The Financial Red Zone

In the financial red zone, your last few years before retirement are crucial to get it right. Just like in football, during that final stretch before the end zone you want to make sure there are no major mistakes are errors. On today’s episode of the podcast, Alan and Troy... [+] READ MORE


Ep 7: Finding the Right Advisor

June 17, 2021 5:00 am Published by Comments Off on Ep 7: Finding the Right Advisor

What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.


Ep 6: The Three Worlds of Money

June 3, 2021 5:00 am Published by Comments Off on Ep 6: The Three Worlds of Money

Is your portfolio balanced across the three worlds of money? On today’s episode of the podcast, we discuss all three worlds of money: banking, insurance, and Wall Street. All are places people save and invest their money in, but what are the pros and cons of each one? The banking... [+] READ MORE


Ep 5: Estate and Legacy Planning

May 20, 2021 5:00 am Published by Comments Off on Ep 5: Estate and Legacy Planning

In the financial planning process, you may also have your legacy in mind. But is your estate plan set up accordingly? On today’s episode of the podcast, we discuss common needs for an estate plan as well as mistakes often made. How do most people view their legacy? The main... [+] READ MORE


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.