Ep 12: Are You Ready to Retire?

October 21, 2021 5:00 am Published by Comments Off on Ep 12: Are You Ready to Retire?

When we ask this question to people that meet with us, the answers come in many different forms. For some, they want to retire but can’t financially. Others will be hesitant to make the transition for different reasons. And a third group is actually much better off than they ever believed. Today we’ll discuss one of the most important questions in planning, “Are you ready to retire?”


Ep 11: Traditional IRA or Roth IRA?

September 16, 2021 5:00 am Published by Comments Off on Ep 11: Traditional IRA or Roth IRA?

What should you know about a traditional IRA vs. a Roth IRA? Today we will talk about the differences in these accounts and why they matter for your financial plan.


Ep 10: Social Security Myths

September 2, 2021 5:00 am Published by Comments Off on Ep 10: Social Security Myths

There is a lot of confusion around Social Security. Today we are addressing some of these myths. We are going to set the record straight.


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.