Alan Mercurio & Troy Bolton
Retirement Coach's CornerEpisodes
Episodes of Retirement Coach's Corner
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When it comes to retirement, having the right advisor can make all the difference. But with so many financial advisors out there, how do you choose the right one? In today’s episode, we’ll highlight the key areas to consider, whether you’re eva
When you live in Louisville, you know all about Derby Day! But do you know how it relates to your retirement planning? On today’s show, Troy and Alan discuss what you can learn from the rigorous training required for the main event to understan
Some things aren’t as good as they seem. And other things might just surprise you! We talk today about some areas financially where expectations and reality don’t always align. Have you thought through what your retirement will actually look li
Everyone has their own habits and routines when it comes to handling their finances and investing. For instance, having a good budget and being disciplined can help you achieve the financial goals you have for the future. You also want to think
We’ve all heard the apocalyptic predictions about Social Security, the national debt, and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? In this episode, we’ll try to separat
Some financial questions are obvious and popular, while others are more hidden. Today, we dig through some of the more overlooked yet equally important questions to ask when going over your retirement plan. From savings that later turn into you
Continuing care retirement communities (CCRC) are on the rise as Baby Boomers enter into retirement. These communities have become a great place to live. The housing, social life, and long-term care plan all in one place carry a lot of appeal f
No one likes to think about it, but most likely, one spouse will outlive the other one. Today, we talk about some of the financial implications that come up after one spouse passes and how to be prepared ahead of time. Did you know your
A lot of financial decisions depend on you, your goals, and your needs for your financial future. But there are certain universal truths that everyone faces when it comes to retirement. We discuss a list of key truths and why you need to pla
Let’s talk the pros and cons of real estate investing. Is this a part of your retirement plan? Should it be? Some people love the idea of rental properties as opposed to funding a retirement account, but for others, this might sound like a he
Retirement comes whether you are ready for it or not. When you hit “retirement age” you might wonder if and when you really should retire. Working with an advisor will help you determine if you’ve saved and planned enough. Retirement pl
Today we continue our two-part series on the expenses you’ll have in retirement and how they might look different from your expenses when you’re working. It’s a mental shift you’ll have to make as you adjust your plan, your savings, and your s
When you get into retirement, you might be surprised to find that your expenses change. Not only do they change as soon as you retire, but they can change later on as well. In today’s show, we talk about the different areas where your cash fl
There are many mistakes that you don’t want to make when it comes to retirement planning. We’re back to continue talking through common money mistakes to avoid in part two of this episode series. One of these mistakes can cost you thousands,
Unfortunately, we all make mistakes from time to time. After years of working as financial advisors, Alan and Troy outline five of the most common mistakes people make with money. Building a strategy ahead of time can help you avoid these mis
People like to change their goals sometimes, whether they realize it or not. Today we talk about common ways people move the goalposts in their financial lives. Should your goals move and what happens when they do? Troy and Alan talk th
What happens when a bank fails? If you’ve been watching the news lately, you may have noticed a lot happening around the Silicon Valley Bank and then Signature Bank. These are specific banks that cater to a specific client. How might these re
It’s time to open up the mailbag and find out what’s on your mind when it comes to financial planning. In this episode, we’ll cover five different topics that impact both pre-retirees and retirees and we’ll coach you through each of these pl
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. You may or may not have seen the news, but it’s important to be aware of the changes enacted by the new legislation. The list of provi
To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure
Whether or not you’ve made any New Year’s resolutions yet, right now is a good time to look ahead financially. We go over a checklist for retirement preparedness as you formulate your retirement plan. Do you know the answers to these questions?
As the saying goes, “the grass is always greener on the other side.” If that’s the case, how can you tell if it’s time to find a new financial advisor or if you’re just imagining things might be better elsewhere? Alan and Troy talk through when
What does it look like to finish the race strong when it comes to retirement? In running, marathons are considered one of the ultimate races to run. Today we talk about the similarities between retirement planning and running a marathon. From p
When you are on a team, it’s important to build a sense of trust and understanding of one another. Troy and Alan are financial advisors and retirement coaches, but there’s a lot more to know about them. On today’s show, we hear more about what
Wondering what to do about the market right now? Troy and Alan coach three different people through their investment decisions. From when to become more conservative in your investments to using a Roth 401(k) option to retiring early, you’ll wa
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