Listen "Customizing Your Future"
Episode Synopsis
Since no family is average, and you cannot depend on the financial markets to stay average - one must create a unique plan that adheres to their needs and wants. You can start by meeting with a financial advisor, or take classes (sign up at HERE) and learn about strategies that are best for you. This week on Retirement360, MWA advisors Alan and Troy, and host, Tony Vanetti try to answer these questions and more. You will learn to answer questions like: How do I create a will? And, why is it necessary? What does a Bull Market mean? How do I protect myself should the Bull Market turn? If I am nearing retirement, do I take the lump sum offer? Tune in to why financial planning should be personal and customized and why no one solution is a cure all.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
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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
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