Retirement 360

Alan and Troy talk about longevity and how it is important to include the possibility of a long lifespan in a retirement plan. They also take a look back at the importance of making your money work for you in all aspects of retirement.

Today Alan and Troy look at what constitutes a solid legacy plan that will make sure your wishes are carried out after you're gone.

A recent survey showed that many people age 55 and older either failed or just barely passed a Social Security quiz. Alan and Troy discuss some of the questions on the quiz and present the right information to help people get the most from these benefits. Later they revisit retirement strategies for small business owners.

When you plan a vacation, you need to get everything in order like passports, tickets and much more. The same thing goes for retirement planning, and today Alan and Troy discuss the things you need to have ready when you want to enjoy retirement life.

Troy's book about the Retirement 360 Game Plan is now one year old, and today Alan and Troy continue their special offer to give a copy away along with the Retirement Took Kit that will help you get started on the process of putting a full Retirement 360 Game Plan together with the help of Mercurio Wealth Advisors.

Medicare is going up again in 2024, and Alan and Troy discuss how to control how you take your income before they affect your taxes, which could relate to Medicare premiums. They also revisit the subject of making marginal retirement gains on a consistent basis to mitigate market volatility.

You have a nice nest egg of retirement savings - but how do you turn that into income, which is what you need first and foremost when you actually retire? Today Alan and Troy take a look of strategies and steps you can take to make sure you have income every month so you can live the lifestyle you want in your post-working years.

Alan and Troy start the show by looking at what they see coming for 2024, then they look at planning for the worst case scenarios in retirement if things go off the rails from your original plan.

Today Troy takes a look at things which are changing that you need to know about for the coming year, including new IRS rules, Social Security adjustments and more. Then Alan joins him to revisit how retirement in real life may differ from what someone might imagine it to be beforehand.

Alan and Troy revisit the top financial news stories of 2023, then look back at legacy planning and how important it could be in your financial plan to make sure what you leave behind goes to who you want it to go to in the most tax efficient way possible.