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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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The 5 Biggest Money Mistakes in Retirement Planning (Part 1)

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Manage episode 362423291 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.

Unfortunately, we all make mistakes from time to time. After years of working as financial advisors, Alan and Troy outline five of the most common mistakes people make with money. Building a strategy ahead of time can help you avoid these mistakes and get the most out of your money.

What strategy is in your best interest when it comes to your Social Security or retirement savings? Are you focusing on the right things with your investments? Have you assessed the amount of risk you are willing to take on? These are critical financial questions that demand careful consideration to ensure a secure financial future. Stay tuned as we dive into these topics and provide valuable insights that can help you achieve your financial goals.

Here’s what you’ll learn on today’s show:

  • Ignoring the future tax implications of your retirement savings. (1:17)
  • Starting Social Security without a plan. (4:30)
  • Focusing too much on returns instead of income. (8:13)
  • Being too aggressive or too conservative with your investments. (11:37)

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

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 362423291 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.

Unfortunately, we all make mistakes from time to time. After years of working as financial advisors, Alan and Troy outline five of the most common mistakes people make with money. Building a strategy ahead of time can help you avoid these mistakes and get the most out of your money.

What strategy is in your best interest when it comes to your Social Security or retirement savings? Are you focusing on the right things with your investments? Have you assessed the amount of risk you are willing to take on? These are critical financial questions that demand careful consideration to ensure a secure financial future. Stay tuned as we dive into these topics and provide valuable insights that can help you achieve your financial goals.

Here’s what you’ll learn on today’s show:

  • Ignoring the future tax implications of your retirement savings. (1:17)
  • Starting Social Security without a plan. (4:30)
  • Focusing too much on returns instead of income. (8:13)
  • Being too aggressive or too conservative with your investments. (11:37)

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

  continue reading

61 episodes

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