education
Hosted by Alan Mercurio · education · EN
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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Contact path
Public web form
Booking probability
24%
Guest openness
Selective
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Signup to Generate a PitchCatch 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.
Retirement 360 is hosted by Alan Mercurio. The show has published 231 episodes to date.
Recent episodes include "What to Look For in 2025 - February 23, 2025" (23 February 2025, 52 minutes), "Planning for Large IRAs - February 16, 2025" (16 February 2025, 52 minutes), and "Retirement Regrets - February 9, 2025" (9 February 2025, 52 minutes).
Retirement 360 publishes roughly weekly, with episodes averaging 52 minutes across 231 episodes.
Booking probability for Retirement 360 is 24%, and the host is rated Selective on guests. Retirement 360 requires a Pod Score of 80 or higher. Retirement 360's contact route on record: public web form.
The strongest fits for Retirement 360 are Investing & Wealth Management. Retirement 360 has an education audience.
Alan Mercurio hosts Retirement 360, an education podcast with 231 episodes published.
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Retirement 360
Alan and Troy take a look ahead at what to expect for the bulk of this year, including what could happen with taxes, inflation and Social Security. Then they revisit how to craft a legacy plan specific to your family's...
Retirement 360
Alan and Ashley Schneider discuss the needs of those with larger IRAs or 401Ks and how to craft a retirement plan that involves tax planning so you pay the lowest legal amount to Uncle Sam and keeping more of your nest...
Retirement 360
What do some retirees regret about their planning? The number one issue according to a recent survey is not taking saving for retirement more seriously. Alan takes a look at the survey and how you can avoid some of the...
Retirement 360
With the start of a new year, it's a good idea to look at what habits you might be doing to your finances that you might want to stop. Alan and Troy look at factors such as lifestyle creep and procrastination that could...
Alan and Troy take a look at the new Trump administration and discuss what could happen with taxes, government spending and other financial factors going forward. They also revisit how slow progress in your financial...
Taxes and inflation are huge threats to anyone's retirement, especially when these factors are not known and can change at any time. Alan and Troy discuss some strategies, including Roth conversions, that can help...
Retirement 360
Alan and Troy look at a recent study that indicates people would need some $4.4 million over their lifetime to achieve the traditional American Dream of owning a house, putting kids through college, etc. They also look...
Retirement 360
Ashley Schneider from the Mercurio office begins the program with a segment concerning certain scenarios of future retirees to determine if they are naughty or nice concerning their planning during this holiday season...
Retirement 360
Alan takes a look at a recent AARP study which shows that 20% of adults age 50 and older have NO retirement savings, and taxes might go up to help compensate. Alan takes a further look at this study and delves into why...
Retirement 360
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...
Retirement 360
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...
Retirement 360
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...
Retirement 360
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...
Retirement 360
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...
Retirement 360
Troy and Alan revisit planning for large IRAs, which some folks may have built up over years of saving in their company plans.
Retirement 360
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.
Retirement 360
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...
Retirement 360
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.
Retirement 360
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...
Retirement 360
Alan and Ashley Rose Schneider discuss the recent market volatility to open the program, and how having a plan can help mitigate the damage caused by sudden downturns such as what happened this past Monday. Later they...
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