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Kandungan disediakan oleh Retirement 360 and Alan Mercurio. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Retirement 360 and Alan Mercurio atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Retirement 360
Tandakan semua sebagai (belum) dimainkan
Manage series 1238356
Kandungan disediakan oleh Retirement 360 and Alan Mercurio. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Retirement 360 and Alan Mercurio atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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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continue reading
238 episod
Tandakan semua sebagai (belum) dimainkan
Manage series 1238356
Kandungan disediakan oleh Retirement 360 and Alan Mercurio. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Retirement 360 and Alan Mercurio atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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
…
continue reading
238 episod
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Retirement 360

1 What to Look For in 2025 - February 23, 2025 52:03
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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 needs and goals on passing things to the next generation.
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Retirement 360

1 Planning for Large IRAs - February 16, 2025 52:00
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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 egg in your own pocket.
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Retirement 360

1 Retirement Regrets - February 9, 2025 52:03
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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 regrets many people have so that your retirement can be less worrisome. He also revisits downsizing for retirement as well as scams that continue to try to rob retirees of parts of their nest egg.…
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Retirement 360

1 Financial Habits to Break - February 2, 2025 52:04
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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 be taking away opportunities to grow your savings, and how to get a better handle on these things.…
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Retirement 360

1 What Does A Republican Controlled Government Mean for Retirement - January 19, 2025 52:04
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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 plan can help bring the kind of growth you need for your plan in the long run.
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Retirement 360

1 The Twin Threats of Taxes and Inflation - January 12, 2025 52:03
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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 mitigate the effects of these factors. They also look at a master calendar for important dates for 2025.…
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Retirement 360

1 The American Dream - January 5, 2025 52:03
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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 at the growing federal debt picture and the likelihood of rising taxes to try and pay it off.…
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Retirement 360

1 Naughty or Nice - December 22, 2024 52:00
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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. Then Alan and Troy take over and review four keys for a solid retirement plan as well as reviewing timeless advice.…
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Retirement 360

1 The Retirement Savings Crisis - December 15, 2024 52:03
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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 saving and planning for retirement is so important. Later Troy joins him to go over things that should be on anyone's list for putting a retirement plan together, as well as answering listener questions.…
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Retirement 360

1 How Much is the American Dream - December 1, 2024 52:02
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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.…
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Retirement 360

1 Balance Your Retirement Portfolio Now - November 3, 2024 52:02
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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.
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Retirement 360

1 401K Rollover Mistakes - October 20, 2024 52:05
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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 comfortable nest egg to retire with.…
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Retirement 360

1 Taking Control of Retirement - October 13, 2024 52:03
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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.
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Retirement 360

1 Retirement Regrets - October 6, 2024 52:05
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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.…
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Retirement 360

1 Revisiting Large IRAs - September 29, 2024 52:05
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Troy and Alan revisit planning for large IRAs, which some folks may have built up over years of saving in their company plans.
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