Listen "Addressing Year End Financial Issues - October 19, 2025"
Episode Synopsis
Troy starts off the show by looking at why now is a great time to take care of whatever is needed for end of year financial moves like Roth conversions or required minimum distributions. Then Alan joins him to revisit the subject of annuities - what they are and how they might fit into your plan.Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.
More episodes of the podcast Retirement 360
Health Care Expenses - December 28, 2025
28/12/2025
Planning For Health Care - December 14, 2025
14/12/2025
Drinking the Annual COLA - November 23, 2025
23/11/2025
Planning for Health Care - November 16, 2025
16/11/2025
The Social Security COLA - November 9, 2025
09/11/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.