Retiring often means getting rid of a lot of things in order to perhaps move to a smaller living space, or just to declutter because you didn't have time when you were working. Today Alan and Troy talk about downsizing and organizing all the financial statements and accounts you may have and put them together into one written financial plan that can guide you through retirement so your money can work for you however you need it to.
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.