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Retirement Coach's Corner
18 minutes | 10 days ago
Ep 4: What Is Tax Planning?
What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/ What we discuss on this episode: 1:53 - What is tax planning? 4:33 - What does tax planning actually look life with clients? 7:21 - Is it safe to assume you’ll be in a lower tax bracket in retirement? 10:26 - Why not just take the money out? 12:03 - What do we need to think about with taxes and legacy?
18 minutes | a month ago
Ep 3: What is Investment Planning?
What’s the difference between income planning and investment planning? On today’s episode we talk about the importance of investment planning, how it’s done, and what you can expect when working with Mercurio Wealth Advisors. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-3-what-is-investment-planning/ What we discuss on this episode: 2:29 - What is the goal for investment planning? 5:11 - How do you balance risk for someone in retirement? 7:47 - What is a tactical manager? 10:50 - How are fees reduced and the value maximized? 13:23 - Not all financial advisors do the same thing.
19 minutes | 2 months ago
Ep 2: Do You Truly Have an Income Plan?
What’s the best way to ensure that your money lasts throughout retirement? It’s by having a solid income plan, but you’d be surprised to find out that most people haven’t put that into place. Let’s explore what goes into income planning, what steps you can take to start that process, and why so many people are underprepared in this area. What we discuss on this episode: 2:12 – No income plan, no retirement plan? 4:29 – How many people have a true income plan? 6:52 – Why are people so unprepared in this area? 8:11 – Steps to take 11:32 – Real-life example of building an income plan 14:08 – Factoring in lifestyle 17:01 – Our process
18 minutes | 2 months ago
Ep 1: Get to Know Alan Mercurio and Troy Bolton
On this episode of Retirement Coach’s Corner, get to know our team a little better. Alan Mercurio is the founder and chief financial officer at Mercurio Wealth Advisors, and Troy Bolton is a senior wealth advisor with the company. What we discuss on this episode: 1:15 – What does being a financial advisor mean to you? 6:15 – What does the financial planning process look like? 10:07 – Why do you work and live in Louisville? 12:17 – What has changed since Troy came on?
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