Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

The Changing Expenses in Retirement (Part 2)

18:40
 
Share
 

Manage episode 371748685 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.

Today we continue our two-part series on the expenses you’ll have in retirement and how they might look different from your expenses when you’re working. It’s a mental shift you’ll have to make as you adjust your plan, your savings, and your spending. Getting ready can be a challenge, so it helps to have a financial advisor to coach you through.

When you’re no longer working, you may want to spend your time in retirement doing all the things you couldn’t do in your working years. For some, that’s travel and for others, that’s enjoying life at home. Figure out what’s most important to you in order to make sure your retirement goals align with your plan.

Here’s what we discuss on today’s show:

  • You have more control over taxes, but does that make them lower? (1:14)
  • Once you retire, you no longer have to save for retirement. (6:06)
  • Travel starts strong, then changes over time. (11:44)

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

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 371748685 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.

Today we continue our two-part series on the expenses you’ll have in retirement and how they might look different from your expenses when you’re working. It’s a mental shift you’ll have to make as you adjust your plan, your savings, and your spending. Getting ready can be a challenge, so it helps to have a financial advisor to coach you through.

When you’re no longer working, you may want to spend your time in retirement doing all the things you couldn’t do in your working years. For some, that’s travel and for others, that’s enjoying life at home. Figure out what’s most important to you in order to make sure your retirement goals align with your plan.

Here’s what we discuss on today’s show:

  • You have more control over taxes, but does that make them lower? (1:14)
  • Once you retire, you no longer have to save for retirement. (6:06)
  • Travel starts strong, then changes over time. (11:44)

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

  continue reading

61 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide