Retirement 360

Dec 01 2024 222 ep. 50 mins 49

Retirement 360 Podcast artwork

Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you. Disclosure: https://bit.ly/2QyEVev

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How Much is the American Dream - December 1, 2024

Dec 01 2024 52 mins

Today Alan and Troy revisit the topic of how much it costs to attain the so-called American Dream lifestyle of a house, family, vacations and retirement, as well as a recent study which showed that cost to be around $4.4 million. Later they take a look at timeless advice from people through the years and how their quotes relate to retirement planning.

Balance Your Retirement Portfolio Now - November 3, 2024

Nov 03 2024 52 mins

With growth in certain sectors of your investments, the allocation could get out of balance between stocks, bonds and other elements. Alan and Troy take a look at keeping everything balanced to help keep things in range, as well as determining tax responsibilities.

401K Rollover Mistakes - October 20, 2024

Oct 20 2024 52 mins

When you roll over a 401K into an IRA it is done in cash, and people can lose out on the potential of growth if those funds are not reallocated into new funds or investments. Alan and Troy discuss a recent survey by Vanguard indicating that people need to pay attention to this when they do a rollover so they can make sure that money is continuing to grow to provide a more comfortab

Taking Control of Retirement - October 13, 2024

Oct 13 2024 52 mins

There are a lot of things you can't control in retirement planning - inflation, pandemics, etc. But you can control more than you think, and Alan discusses how putting a plan together can take future events into account, whatever they may be, to make sure money is there when you need it.

Retirement Regrets - October 6, 2024

Oct 06 2024 52 mins

Alan and Troy take a look at the results of a recent survey where Americans look at the regrets they have over financial decisions they have made, how they can affect your retirement, and how to work around them. They also revisit the topic of annuities and how they could work in one's retirement plan to help provide guaranteed income.

Revisiting Large IRAs - September 29, 2024

Sep 29 2024 52 mins

Troy and Alan revisit planning for large IRAs, which some folks may have built up over years of saving in their company plans.

Making Retirement Money Last - September 22, 2024

Sep 22 2024 52 mins

Troy and Ashley Schneider appear on this show to discuss ways to help make your retirement savings last, taking into account longevity risk, market volatility, inflation and rising taxes, among others.

What May Change for Social Security - September 15, 2024

Sep 15 2024 52 mins

Alan and Troy open the show by discussing Social Security and the projected cost of living increase for 2025, among other issues. Later they take a look at topics that should be on your retirement planning list, as well as answer listener questions.

Reasons to Fire Your Advisor - September 8, 2024

Sep 08 2024 52 mins

Alan and Troy take a look at when it may be time to change your advisor to one focused on retirement planning, especially when it comes to income and distribution rather than just growth.

Get the Facts on Social Security - September 1, 2024

Sep 05 2024 52 mins

Alan and Troy revisit one of the most popular government programs for retirement, Social Security. It's more complicated than it appears on the surface, and the guys take you through the most basic aspects of the program and how you can use it to obtain the most benefits for your situation.