Retirement 360 Podcast

NewsRadio 840 WHAS (WHAS-AM)

Alan Mercurio is the Chief Financial Advisor, founder and president of Mercurio Wealth Advisors in Louisville, Kentucky. For over 30 years, Alan has been helping his clients find the best possible solutions to investing, social security, healthcare, tax and estate planning issues. “Retirement 360” is a well-rounded look at the challenges that face today's retirement saver. read less

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Is there any place for bonds anymore?

Is there any place for bonds anymore?

If you are looking for income from bonds, you may have to look elsewhere. But where?

Is there any place for bonds anymore?

Is there any place for bonds anymore?

If you are looking for income from bonds, you may have to look elsewhere. But where?

Tuning up your 401(k)

Tuning up your 401(k)

Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands.

Would a market pullback be a good thing right now?

Would a market pullback be a good thing right now?

Market pullback and corrections are part of market cycles. Whether it’s 10% or 40%, are you positioned to handle it?

Have you saved too much?

Have you saved too much?

There are some politicians that are putting a number on what they think will “be enough” for a comfortable retirement. And if you have saved more, it’s time for more taxes.

How to know if your portfolio is on track

How to know if your portfolio is on track

As the market, the economy, and your age changes, how should your retirement accounts change?

The retirement mistake that more than half of us will make

The retirement mistake that more than half of us will make

There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset.

How much money should you have in the market?

How much money should you have in the market?

On a scale of 1 to 10, where are you on the risk scale? Does your retirement account match that number?

What goes into a mid-year financial check-up?

What goes into a mid-year financial check-up?

We are halfway through the year. What should you be looking at and possibly adjusting?

When to get off the market roller coaster

When to get off the market roller coaster

The older we get the less we like roller coasters. Is it the same for the stock market?

Should the Fed’s recent comment have you worried?

Should the Fed’s recent comment have you worried?

The Federal Reserve says inflation is higher than what they had planned, and they may move up interest rates sooner. What conversation should this spark with your advisor?

The Government is after your retirement money

The Government is after your retirement money

There are 3 ways the Government will pay for the stimulus after the pandemic, and most of them are at your expense.

How much of your money should be in the market?

How much of your money should be in the market?

True or False? - No matter what your age, if you want your money to grow you HAVE to be in the market.

Is it different this time?

Is it different this time?

The market is up, and all the analysts are talking about another pullback. The market always comes back...right? Why is this time any different?

Congress wants to change the retirement tax laws....AGAIN!

Congress wants to change the retirement tax laws....AGAIN!

While Congress dreams up new ways to tax us, they are also thinking about taking current tax savings away.

Don’t overpay taxes in retirement

Don’t overpay taxes in retirement

Be a good citizen and pay your taxes...sure. Don’t do anything illegal to avoid taxes...of course. But why OVER-pay taxes in retirement? Many people do.

How tax talk spills over to retirement talk

How tax talk spills over to retirement talk

This is the time of year to sit down with your CPA and talk about taxes. It is also a great time to sit down with your financial advisor and see how your tax situation affects your retirement.

Can you achieve Tax Freedom?

Can you achieve Tax Freedom?

April 17th is Tax Freedom Day. It takes us over 4 months to pay all the taxes we owe to Uncle Sam. But what about retirement? Will it ever end?

2 big financial lies we are hearing right now

2 big financial lies we are hearing right now

There is plenty in the news regarding taxes and markets. Don’t believe everything you hear.

Why pull back your lifestyle to make your financial plan work?

Why pull back your lifestyle to make your financial plan work?

1 in 5 retirees reduce their lifestyle because their financial plan came up short. How can you avoid this mistake?

Do you need a financial ark?

Do you need a financial ark?

Warren Buffett tells us not to look at the forecast, just build an ark. What kind of financial ark do you need?