Retirement 360

About Retirement 360

Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you. Disclosure: https://bit.ly/2QyEVev

Publisher

Alan Mercurio

Category

education

Language

en

Explicit

No

First episode

27 Jun 2017

Latest episode

23 Feb 2025

Latest episodes

230 episodes in the feed.

1. 

   23 Feb 2025

   What to Look For in 2025 - February 23, 2025

   Alan and Troy take a look ahead at what to expect for the bulk of this year, including what could happen with taxes, inflation and Social Security. Then they revisit how to craft a legacy plan specific to your family's needs and goals on passing things to the next generation.

2. 

   16 Feb 2025

   Planning for Large IRAs - February 16, 2025

   Alan and Ashley Schneider discuss the needs of those with larger IRAs or 401Ks and how to craft a retirement plan that involves tax planning so you pay the lowest legal amount to Uncle Sam and keeping more of your nest egg in your own pocket.

3. 

   9 Feb 2025

   Retirement Regrets - February 9, 2025

   What do some retirees regret about their planning? The number one issue according to a recent survey is not taking saving for retirement more seriously. Alan takes a look at the survey and how you can avoid some of the regrets many people have so that your retirement can be less worrisome. He also revisits downsizing for retirement as well as scams that continue to try to rob retirees of parts of their nest egg.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

2.7 / 5

3 ratings

Podcast Authority Score: 38 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

47

Social presence

0

YouTube

0

Engagement

71