Title: Unlocking Financial Freedom

Episode 18 guest: Mike Mercurio

In this episode, I talk to Mike Mercurio, the Vice President of Stephen and Associates, a macroeconomic financial advisory firm

We discuss his journey from the auto industry to financial advisory, emphasizing the importance of financial education and planning. His firms, with offices in Nashville and Palm Beach, have been operational for 30 years. Mike highlights the significance of saving money, understanding financial health, and the pitfalls of “lifestyle creep”. He stresses the need for open communication, team collaboration, and overcoming challenges. Mike also talks about the importance of starting financial planning early, regardless of one's current financial status. He shares some key tips for starting financial planning and provides his contact information for those seeking guidance.

Highlights:

1:33 - Mike Mercurio's Background and Business Overview 

10:08 - Challenges and Communication in Business 

19:41 - Financial Education and Misconceptions 

27:38 - Saving Money and Lifestyle Management 

37:37 - Cash Flow Analysis

Find Mike:

[email protected]

www.sandawealth.com

Find out more and follow along at 

Produced by Jim McCarthy and ItsYourShow.co