Retirement 360

Santa makes a list - and checks it twice - for Christmas, so why shouldn't you do the same thing when it comes to retirement planning? Alan takes you through what to have on the list to make sure your plan will get you through 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.

New data shows retirees face massive health care expenses totaling an estimated $172,500 per person from age 65 on, a 4% increase over last year. Alan and Troy dig into the information and identify some things you can do to plan for these rising expenses. including having some reserves on hand, taking a look at statements and estimating what future needs may be and setting aside as much as necessary to deal with them.

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 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.