Retirement Coach's Corner

Author: Alan Mercurio & Troy Bolton

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 for more information.
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Language: en

Genres: Business, Careers, Investing

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Mailbag: How Should I Prioritize Newfound Wealth?
Thursday, 18 July, 2024

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/