Retirement 360

Year End Checklist and Respecting Your Elders - October 22, 2023


Listen Later

Today Alan and Troy go over a list of things to be aware of getting done before 2023 ends, then take a look at legacy planning and how best to respect the wishes of those who have passed to be sure what they leave behind is passed on to those who are supposed to receive it.

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.
...more
View all episodesView all episodes
Download on the App Store

Retirement 360By Alan Mercurio and Troy Bolton