Holiday shopping ramps up and the smart shopper looks for the best deal - while many online retailers like Amazon and Target compete for incentives like free shipping, others like Walmart are not. When it comes to "shopping" for a new advisor, Alan walks you thru what to look for and what (if any) incentives should come with that new relationship. The holiday season also means the year is coming to an end. Do you have your Year End Planning set? Are your beneficiary designations current? How are your asset allocations? When was your estate plan updated - was there a birth or death in your family this year? Or a marriage or divorce? Did you move to a new state?

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.