Listen "What am I supposed to do?"
Episode Synopsis
It is a fairly simple question but unfortunately, the answer can be long, complicated and layered. Retirement planning is different for everyone and for every family. No one solution is exactly applicable even if situations are similar. Investing in the stock market might yield greater rewards than a low-index fund, but your openness to risk is also much higher. Men and women invest differently, so who is the driving force in your family's planning, and are all needs being met? Is your advisor advocating for the both of you equally and or are they applying a cure-all to both partners? We as a community might share in the struggle of national financial events, so are we to all have the same plan in place? The short answer is no. Founder and President of Mercurio Wealth Advisors, Alan Mercurio, and advisor Troy Bolton, with host, Tony Vanetti speak openly about the challenges facing families when it comes to finding the right path for them. As life changes, and goes through ups and downs, are you prepared for the "what ifs?"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.
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Drinking the Annual COLA - November 23, 2025
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Planning for Health Care - November 16, 2025
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The Social Security COLA - November 9, 2025
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