October 21, 2021 5:00 am
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?”
September 16, 2021 5:00 am
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.
September 2, 2021 5:00 am
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.
July 29, 2021 5:00 am
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.
July 22, 2021 5:00 am
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
June 17, 2021 5:00 am
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.
June 3, 2021 5:00 am
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
May 20, 2021 5:00 am
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
May 6, 2021 5:00 am
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.
April 28, 2021 1:11 pm
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.