Alan and Troy look at the new year ahead and share some deeper planning ideas that go beyond the basics to help with tax efficiency and more. Later they revisit the subject of Roth conversions and how to determine whether they are right for your plan.

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.

A recent survey shows financial advisors are optimistic about the economic future, even with concerns about inflation, taxes and market volatility. Alan and Troy dive into this survey and find that the optimism comes from preparing for whatever lies ahead with a comprehensive plan. Later they revisit the subject of longevity and how it can affect even the best retirement plans.

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.

Troy handles the entire show today and begins with the 2026 Social Security Cost of Living Adjustment (COLA) and what you need to know about next year's program. Later he touches on highly appreciated assets and how you can save on taxes when it comes to disposing them or passing them to the next generation.

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.

Alan and Troy revisit health care planning in light of a study showing the increasing costs of long term care, and how important having some kind of plan for it is for your retirement. They also revisit the key questions you need to answer before you retire.

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.

Next year's Social Security cost of living adjustment will be 2.8%, as the government just announced. Troy and Ashley Schneider take a look at the numbers and how it helps retirees to have a plan that goes beyond just Social Security to provide the necessary income for retirement, especially in keeping up with inflation and rising Medicare costs. Later Alan joins the show and addresses behavioral finance.

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.

Alan and Troy are small business owners who are going through the transition from one generation of ownership to another, and on this episode they discuss the ways it can be done to provide money for retirement for the owner who may not have thought about it during the years when he or she was building their business.

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.

People fear outliving their savings more than they fear death itself. Longevity is the new retirement reality, along with disappearing pensions and having to essentially keep track of investment savings yourself. Alan takes a look at what to do to help mitigate the various mistakes one can make when trying to grow, then preserve savings to be able to enjoy a long retirement.

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.

Troy starts off the show by looking at why now is a great time to take care of whatever is needed for end of year financial moves like Roth conversions or required minimum distributions. Then Alan joins him to revisit the subject of annuities - what they are and how they might fit into your plan.

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.

Alan and Troy take a look at Roth conversions, when they can make sense and how to do them to get the best tax benefits from them. Then Alan is joined by Elizabeth Gillette to talk about Medicare Open Enrollment, which begins this Wednesday.

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.

Alan and Troy discuss the pros and cons of the recent interest rate cut by the Federal Reserve and what it could mean for retirees, especially those who are savers or who have fixed rate investments. They also revisit retirement spending and how it can be more than you think and how to plan for that possibility.

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.