Mailbag: How Should I Prioritize Newfound Wealth? Retirement Coach's Corner podcast

Contenido proporcionado por Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Retirement Coach's Corner »
Mailbag: How Should I Prioritize Newfound Wealth?

4M ago 11:39

MP3•Episodio en casa

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 the importance of having a comprehensive financial plan tailored to your unique situation. Whether you're five to ten years away from retirement or just starting to think about your financial future, sitting down with a qualified professional can help you make informed decisions that align with your goals.

Here’s some of what we discuss in this episode:

Should I do a 401(k) rollover?
What reasons do people do a rollover?
How do you handle newfound wealth?

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

63 episodios

#Trading #Careers #Business #401k #Financial #Kentucky #Louisville #Mercuriowealthadvisors #Retirement360 #Roth #Alan Mercurio & Troy Bolton #Alan Mercurio #Troy Bolton #IRA #Retirement