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 ans ...
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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
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Sports superstars Griffin and Chris discuss anything and everything in the sports world - and beyond - with a thoughtful eye and a uhh smiling mouth. Just listen please Also follow us on Twitter, Instagram, and Tik Tok @hflcpodcast!!
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A podcast hosted by Jeff and Cara where we trash talk terrible male characters from TV and film.
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EPP Podcast is a production of Enneagram Prison Project (EPP). Hosted by EPP Ambassador Clay Tumey, these raw conversations unpack the amazing journey of EPP over the past 11 years and more. EPP is on a mission to help people to understand why we do what we do, using the Enneagram to inspire transformation—on both sides of the bars—through self-awareness, self-regulation, and self-compassion.
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Alan and Troy take a look at when it may be time to change your advisor to one focused on retirement planning, especially when it comes to income and distribution rather than just growth.Por Alan Mercurio
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Alan and Troy revisit one of the most popular government programs for retirement, Social Security. It's more complicated than it appears on the surface, and the guys take you through the most basic aspects of the program and how you can use it to obtain the most benefits for your situation.Por Alan Mercurio
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Another day, another pod! Griffin and Nina are back this week to discuss every topic from Aaron Rodgers to Jar Jar Binks. Be sure to follow us on socials @hflcpodcast
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Running Through the Wall (MLB WAR Leaders, Olympics Finale, and Major League Review!)
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Griffin and Nina are back for another episode, and they want to talk about an old sports movie! Join them as they discuss Chris Bassitt and the Blue Jays, and the movie Major League. Follow us on socials @hflcpodcast
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Alan and Ashley Rose Schneider discuss the recent market volatility to open the program, and how having a plan can help mitigate the damage caused by sudden downturns such as what happened this past Monday. Later they revisit the topic of planning for the worst but hoping for the best in retirement.Por Alan Mercurio
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The Draft of a Lifetime
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Griffin and Nina are back to discuss the MLB Trade Deadline and the Blue Jays path forward, plus plenty of Olympics talk and a draft fit for the Greek gods! Follow us on socials @hflcpodcast
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People are building up larger 401K and IRA amounts recently, as much as a million dollars or more, and the tax implications on amounts such as these can end up being a high number. Alan and Troy discuss how planning for such large retirement accounts can be beneficial, especially when it comes to tax planning and keeping more money in your pocket, …
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Lana Del Rey Fans Click Here!
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Griffin and Chris are back to discuss... anything they want! It's the slowest sports week of the year, but we'll talk about it anyway! Be sure to follow us on socials @hflcpodcast
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Alan and Troy look at the upcoming presidential election and react to comments by Jeff Bush of the Washington Insider about taxes and potential tax planning opportunities people can and should take advantage of now before things can change. They also revisit the five aspects of a solid retirement plan.…
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Are you ready to take control of your financial future? In today’s podcast, Alan and Troy dive into listener questions about retirement planning, like what to do about your old 401(k) or how to handle a sudden influx of money. While each of these are “good” problems to have, you still want to be strategic about your next steps. Alan and Troy stress…
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The Gakpo Effect (feat. Yara El-Shaboury)
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Hope you like football content! The Guardian's Yara El-Shaboury joins Griffin and Chris this week to talk about the semi-finals of the Euros, and a little bit of Copa America as well! Be sure to follow Yara on Twitter @yaraelshab, and follow us on socials @hflcpodcast
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The Brad Treliving Fan Club (NHL Free Agency and a Summer BBQ Draft)
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Griffin and Chris are back with a great summer episode! They discuss NHL Free Agency, get in an argument about the Toronto Maple Leafs, and have a summer barbecue draft. Be sure to follow us on socials @hflcpodcast
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In retirement, your income source is different than it was during your working years. With inflation and market fluctuations to consider, how can you build an income plan that is strong and stable? Alan and Troy share what a comprehensive retirement income plan looks like and what kind of accounts you want to draw from first. Then, they talk throug…
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Independence Day is coming up for the United States, and Alan and Troy look at the best ways you can provide independence for your retirement plan and the lifestyle you wish to enjoy. They also re-visit the subject of retirement for small business owners and what they can do to make sure their own post-working plans can be successful while transiti…
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Nova Scotia 1st Overall?
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Happy Friday! Griffin and Chris get your long weekend started off right with a brand new episode of HLFC! They discuss the NBA Draft, NHL Awards, name the MLB Managers, and so much more! Be sure to follow us on social @hflcpodcast
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Today Troy and Ashley Schneider take a look at the three stages of retirement commonly referred to as the go-go, slow-go and no-go stages, each lasting roughly ten years, and each with its own particular financial needs. Troy and Ashley look at how your money may need to be allocated in each stage as part of an ongoing financial plan.…
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Was Troy Bolton Better Than Jaylen Brown?
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G&C are back to discuss lots of sports! They touch on the NBA Finals, the Stanley Cup, both the Euros and the Copa America, AND do another cross-sport weather related draft! It's hot outside, but it's even hotter in the studio! Be sure to follow us on socials @hflcpodcast
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It’s easy to be taken in by half-truths in the financial world without understanding the whole truth. Troy breaks down some of these commonly held beliefs to provide clarity and advice for your financial future. He dives into misconceptions about market losses, portfolio fees, mortgage interest rates, and diversification strategies. Through real-li…
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You test drive cars - why not "test drive" your retirement? Alan and Troy discuss the idea of trying out the lifestyle you have thought about before you actually retire, especially in regards to relocating, getting an RV, or other different routines. Later they discuss the idea of making marginal gains in your retirement investments, and how even s…
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Yogi Berra, hall of fame baseball player and legendary catcher for the New York Yankees, was known not only for his athletic abilities but also for his witty and often paradoxical sayings. These quotes provide a unique lens through which we can view and understand the complexities of financial planning. One of the standout quotes discussed in the e…
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This Episode is Not About George Nolfi
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Griffin and Chris are back to name every coach in the NBA, podcast from the future, and talk the Adjustment Bureau. Happy Pride! Follow us on socials @hflcpodcast
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Alan and Troy cover one of the most polarizing financial instruments available, the annuity. They look at the various kinds, how they work and how they may fit into a retirement plan to provide guaranteed income for either a set period of time, or a lifetime.Por Alan Mercurio
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Understanding your insurance options is a critical component of a successful retirement plan. From health insurance to long-term care, life insurance, and even travel and umbrella policies, today’s podcast is packed with valuable insights from Alan and Troy to help you navigate these decisions with confidence. Be sure to take the time to explore yo…
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This Episode Is A Metaphor (Challengers Review and Sports Talk)
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It's a brand new instant classic from Griffin and Chris! Be sure to subscribe to the pod, tell your friends, and follow us on social @hflcpodcast
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Alan and Troy take a look ahead at upcoming potential tax increases, and how retirees can use tax planning to legally lower the amount of taxes you need to pay if that happens. Later they revisit the three stages of retirement, where retirees will do less activity as their retirement goes along and how their nest egg needs to work in each stage.…
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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 evaluating your current advisor or starting the search for one. Listen in as Alan and Troy uncover some of th…
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Lord of the Rings Lore
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Griffin and Chris are back to discuss the WNBA coming to Toronto, the Leafs personnel decisions, a bit of baseball, a lot of Lord of the Rings, and more! Be sure to follow us on socials @hflcpodcast
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Today Alan introduces a new sub-advisor, Ashley Rose Schneider, to the show, and she and Alan discuss why it is important to plan for worst case scenarios so family members will know what their plan encompasses in case something catastrophic does occur.Por Alan Mercurio
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Drinking LeBron's Milk (Intangibles and A Big Draft!)
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Happy Saturday! Hope you're enjoying the pod. Follow us on socials @hflcpodcast and remember to tell your friends!
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Alan and Troy start the show by looking at the fast increasing U.S. national debt and how tax rates are virtually certain to go up to help try to pay it off. Later they revisit creating a solid legacy plan as part of the Retirement 360 Game Plan.Por Alan Mercurio
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Raw ASMR (Blue Jays Talk and First Round Whiparound)
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Griffin and Chris are back with a chaotic episode to say the least. Don't cancel us for this one! Follow us on socials @hflcpodcast
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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 understanding the best investments needed to win the race. Learn how a well-bred plan, a dedicated support team, an…
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The show starts with an introduction to Troy Bolton and his background as a financial planner, then Alan joins him to discuss estate and legacy planning and the kinds of things someone needs to know when adding this to their retirement plan.Por Alan Mercurio
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Lots of Sports Talk! (And also the Taylor Bracket Finale)
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We're back with a crossover episode to both finish the Taylor Bracket AND talk lots of sports! Be sure to follow us on socials @hflcpodcast.
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Alan and Troy talk about longevity and how it is important to include the possibility of a long lifespan in a retirement plan. They also take a look back at the importance of making your money work for you in all aspects of retirement.Por Alan Mercurio
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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 like? It’s easy to imagine relaxing on a beach, but is that the reality for you? Is that what you want? How …
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The Ultra Quiet Nice (Taylor Bracket Pt 2)
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We're here and we're continuing the Taylor Bracket! Be sure to listen and tell all your Taylor-loving friends!
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Today Alan and Troy look at what constitutes a solid legacy plan that will make sure your wishes are carried out after you're gone.Por Alan Mercurio
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Griffin and Chris are back, and they're undertaking a Herculean task for the finale of bracket month. Be sure to follow us on Twitter, Instagram, and TikTok @hflcpodcast
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A recent survey showed that many people age 55 and older either failed or just barely passed a Social Security quiz. Alan and Troy discuss some of the questions on the quiz and present the right information to help people get the most from these benefits. Later they revisit retirement strategies for small business owners.…
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We Build Some Roads
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It's a typical sleepy Friday episode! Follow us on socials @hflcpodcast
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When you plan a vacation, you need to get everything in order like passports, tickets and much more. The same thing goes for retirement planning, and today Alan and Troy discuss the things you need to have ready when you want to enjoy retirement life.Por Alan Mercurio
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Mathematician Beef (Griffin's Leafs Rant and Sports Movie Bracket Finale)
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Griffin and Chris MEANT to just get right into the sports movie bracket, but things came up! Sports - they just keep happening! Follow us on Twitter, IG, and TikTok @hflcpodcast
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The Two Experts (Sports Movie BRACKET Pt 1!)
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We're back for a new March bracket, and this time we're having 64 of the best sports movies of all times square off! Be sure to come back next week for Part 2 and follow us on socials @hflcpodcast!
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Troy's book about the Retirement 360 Game Plan is now one year old, and today Alan and Troy continue their special offer to give a copy away along with the Retirement Took Kit that will help you get started on the process of putting a full Retirement 360 Game Plan together with the help of Mercurio Wealth Advisors.…
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Thunderstruck
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We've returned to discuss ALL the sports, and also Madame Web! Be sure to follow us on Twitter, Instagram, and TikTok @hflcpodacst
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Medicare is going up again in 2024, and Alan and Troy discuss how to control how you take your income before they affect your taxes, which could relate to Medicare premiums. They also revisit the subject of making marginal retirement gains on a consistent basis to mitigate market volatility.Por Alan Mercurio
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You have a nice nest egg of retirement savings - but how do you turn that into income, which is what you need first and foremost when you actually retire? Today Alan and Troy take a look of strategies and steps you can take to make sure you have income every month so you can live the lifestyle you want in your post-working years.…
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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 about what life experiences you want to have, now and in the future. It seems wise to stay informed and p…
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Connor is back for the annual Super Bowl preview episode! Listen in for all the NBA trade deadline talk you need plus a great Super Bowl preview, and follow us on socials @hflcpodast!
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