Retirement 360

Putting a solid retirement plan together is like building a house - you need a strong foundation, sturdy walls and a great roof for protection. Alan and Troy discuss what goes into each of these areas when it comes to retirement planning, and how the Retirement 360 Game Plan helps put the right things together for your situation.

Alan and Troy discuss a recent quiz about financial literacy where a majority of Americans flunked, and how they discuss matters with clients to get them a solid plan they can understand and be happy with as they go into retirement.

Today Alan and Troy discuss things to do so that your plan has the best chance of being solid - one of which is to keep it simple.

Alan and Troy look at some recent financial headlines, then talk about what some of the main points are to plan for a comfortable retirement and the strategies used to help get you there.

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How to know if your Retirement is on track! by Alan Mercurio

Retirement 360 Mistakes to avoid in Retirement by Alan Mercurio

Retirement 360 06 - 26 - 21 Segment 1 by Alan Mercurio

In this segment, Alan talks about a couple of interesting findings from a new Charles Schwab survey...one being that the average baby boomer has about $920,000 saved for retirement, and that boomers expect to spend about $135,000 a year in retirement.

Alan says at that rate, they’ll enjoy a comfortable seven years of retirement. But what happens in year-eight … and year-nine … and all the years that follow?

Alan discusses what he sees and some tips on how to get ahead of the other "boomers".

They say people assume they’re diversified because they own an S&P 500 index fund. But, all that means is that your stock holdings are diversified – not that your overall retirement portfolio is diversified.

On today's show, Alan and Troy talk about the really important distinction between the two and the very common mistakes you could be making.