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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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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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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Stop Messing with Jake and Ryan!! Your new favourite podcast! Join along for the journey! It's gonna be fun!
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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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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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Three Stages of Retirement - June 23, 2024
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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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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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Test Drive Your Retirement - June 16, 2024
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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.By 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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Mistakes When Choosing A Financial Advisor
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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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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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Plan for the Worst, Hope for the Best - May 11, 2024
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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.By 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.By 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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The Kentucky Derby and Retirement Planning
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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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Respect Your Elders; Honor Their Legacy - April 21, 2024
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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.By 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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Make Your Money Work For You - April 13, 2024
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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.By 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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Creating A Lasting Legacy - March 30, 2024
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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.By 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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Topics On Your Retirement Planning List - March 24, 2024
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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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It's a typical sleepy Friday episode! Follow us on socials @hflcpodcast
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Bon Voyage in Retirement - March 17, 2024
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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.By 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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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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More Retirement Issues for 2024 - February 25, 2024
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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.By Alan Mercurio
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Make Your Money Work For You - February 18, 2024
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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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Tell your friends! Follow the socials!
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Will These Apocalyptic Predictions Ever Come True?
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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 separate sensationalism from reality. In a world constantly buzzing with economic uncertainties and sensational h…
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Alan and Troy start the show by looking at what they see coming for 2024, then they look at planning for the worst case scenarios in retirement if things go off the rails from your original plan.By Alan Mercurio
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Duelling Fondas (Trade Deadline Coverage and Weather Talk)
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58:07
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Socials! Follow them! @hflcpodcast! Tell your friends!
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The Nasal Eruptions (Raptors, NFL, and New Leaf or Poo Leaf)
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You know the deal! Tell your friends, and follow us on socials @hflcpodacst!
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Carboloading Tension (NFL Playoffs & State of the Raptors)
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Griffin and Chris are back for 2024 to discuss fanfiction, Harry Potter, and a bit of sports as well. Make sure to follow us on TikTok, Instagram, and Twitter @hflcpodcast! And tell your friends about us!
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Today Troy takes a look at things which are changing that you need to know about for the coming year, including new IRS rules, Social Security adjustments and more. Then Alan joins him to revisit how retirement in real life may differ from what someone might imagine it to be beforehand.By Alan Mercurio
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Jan Shegda is a guide for EPP. She is also quite involved with the project behind the scenes administratively in a variety of spaces. In this episode, EPP Ambassador Clay Tumey sits down with Jan for a conversation about baby animals, MBTI, and trauma. For more information about EPP, please visit EnneagramPrisonProject.org.…
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Alan and Troy revisit the top financial news stories of 2023, then look back at legacy planning and how important it could be in your financial plan to make sure what you leave behind goes to who you want it to go to in the most tax efficient way possible.By Alan Mercurio
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Financial Habits to Break - December 24, 2023
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With a new year about to start, it's a good time to take stock of your financial plan and get out of bad habits which could derail the timing of your potential retirement. Alan and Troy go over some of these, including not having a budget, not paying attention to fees, and several others.By Alan Mercurio
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The HF/LC Christmas Movie Bracket (feat. Emilio Diaz and Cullen Atchley)
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We're back for our SECOND Christmas episode of 2023! In this one Griffin and Chris go back to the bracket well, this time pitting 32 of the most popular Christmas movies of all time head to head! And we just had to bring on some friends who happen to be the co-hosts of Cannes I Kick It to help us out. Follow them on Twitter @CannesIKickIt and follo…
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The Psychology of Money - December 17, 2023
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Finances and money have an emotional side that people often have issues with, especially when it comes to retirement planning. Alan and Troy take a look at how behavior can affect how people look at their situation heading into retirement and how a financial professional can help them plan to stay on track and not make emotional decisions that coul…
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The MEGA 3rd Annual HF/LC Holiday Special!
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Griffin and Chris return for the longest episode in HF/LC history - but hey, it's Christmas! Follow us on Twitter, Instagram, and TikTok @hflcpodcast
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Top Financial News of 2023 - December 10, 2023
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Today Troy looks at some of the top financial news stories of this past year, then he and Alan revisit Social Security and the facts around this program that still constitutes a good portion of most people's retirement income plans.By Alan Mercurio
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Becky is a community builder for EPP. She's also married to one of our in-custody participants. In this episode, EPP Ambassador Clay Tumey and EPP Guide Laura Hooper sit down with Becky for a conversation about hope, love, and building a relationship through incarceration. (Note: This episode was originally scheduled for release in October, and we'…
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