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Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Ep 34: Mailbag: Can I Retire Now?

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Manage episode 344725740 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 want to hear what they have to say on today’s show. How would Troy and Alan build a plan around these people and their unique situations?

Here are the questions we answer from the mailbag:

  • At what age do I need to become a conservative investor? (1:13)
  • Should I use the Roth 401(k) option at work? (5:40)
  • Can I retire now? (9:52)

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

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 344725740 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 want to hear what they have to say on today’s show. How would Troy and Alan build a plan around these people and their unique situations?

Here are the questions we answer from the mailbag:

  • At what age do I need to become a conservative investor? (1:13)
  • Should I use the Roth 401(k) option at work? (5:40)
  • Can I retire now? (9:52)

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

  continue reading

61 episodes

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