Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email firstname.lastname@example.org or visit www.mercurioadvisors.com online for more information.
Alan Mercurio is the Founder and Chief Financial Advisor of Mercurio Wealth Advisors, formerly known as Mercurio & Associates, Inc. Alan has worked in the insurance and annuity industry since 1986, which is when he became licensed in life and health insurance. He earned his Series 66 securities license in 1997 and is currently an Investment Advisor Representative with Mercurio Wealth Management. Alan is a member of the Financial Planning Association, the National Ethics Bureau, the Better Business Bureau, Greater Louisville, Inc., and the Jeffersontown Chamber of Commerce. What does Alan enjoy most about his job? Being able to meet and educate individuals and families in the Kentuckiana community on how to plan and have a successful retirement. Helping families plan for their future is what drives him to find the best possible solutions for each case. While earning the most out of investments is the goal, equally important are tax and estate planning strategies. This approach is vital to curating plans that benefit the individual, whereas you could not receive the same support or care by just relying on internet robo-advisors. Working closely with his clients, Alan endeavors to take their goals, concerns, achievements, and hardships into account in order to steward a plan that is best for the individual.
Since there is no blanket strategy to wealth growth, a detailed and personalized plan is vital for the client’s success. The bridge between client and advisor ultimately becomes a relationship between trusted friends. Alan hosts the Retirement 360 radio show on 840 AM WHAS every Sunday Morning at 11 a.m. He also makes frequent guest-speaking appearances at business functions, nonprofit events, and other social gatherings.
Troy Bolton is the President and Senior Wealth Advisor of Mercurio Wealth Advisors and brings over 17 years of experience in the financial industry in a variety of roles in banking, securities, and insurance to the firm. Before joining in 2013 to work beside Alan in leadership and service to our clients, Troy had earned his B.S. in Finance from the University of Louisville, became licensed in life & health insurance, and obtained his Series 65 securities license. One of Troy’s primary focuses is the ongoing education of the community and beyond; empowering existing and future clients with the knowledge they need to be prepared for retirement. As an investment advisor, he holds himself to a fiduciary standard, meaning great care is given to the detailed plan unique to the goals of each client; building those individual partnerships is Troy’s top priority.
You can listen to Troy on 840 AM WHAS as cohost of the Retirement 360 radio show, visit our website to listen to podcasts, and follow us on Facebook to learn more about our ongoing series of classes, seminars and tools for making your retirement successful.
When not in the office, Troy enjoys spending time with his wife and children exploring the local parks and recreation Kentuckiana offers.
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.
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.
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.
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.
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
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