How to know if your Retirement is on track! by Alan Mercurio
Aug 13, 2021
52 min
Retirement 360 Mistakes to avoid in Retirement by Alan Mercurio
Jul 2, 2021
52 min
Retirement 360 06 - 26 - 21 Segment 1 by Alan Mercurio
Jul 2, 2021
26 min
In this segment, Alan talks about a couple of interesting findings from a new Charles Schwab survey...one being that the average baby boomer has about $920,000 saved for retirement, and that boomers expect to spend about $135,000 a year in retirement.
Alan says at that rate, they’ll enjoy a comfortable seven years of retirement. But what happens in year-eight … and year-nine … and all the years that follow?
Alan discusses what he sees and some tips on how to get ahead of the other "boomers".
Dec 9, 2020
52 min
They say people assume they’re diversified because they own an S&P 500 index fund. But, all that means is that your stock holdings are diversified – not that your overall retirement portfolio is diversified.
On today's show, Alan and Troy talk about the really important distinction between the two and the very common mistakes you could be making.
Oct 22, 2020
52 min
The baseball playoff's are underway, so we're giving you a sports analogy tied into your financial planning.
When you’re trying to figure how much money you’ll need in retirement, the first question is – how many years do you think you’ll need to pay for? Unfortunately, we can only guess at that number.
Alan Mercurio and Morningstar’s David Blanchett say most of us are not very good guessers… they give us some tips on how to handle this question while designing a financial plan.
Oct 2, 2020
52 min
What would you be willing to sacrifice if it meant you could retire 10 years sooner than planned?
You've been working your whole life to get here and what happens? A global pandemic takes over the world, and election with unprecedented consequences is looming in the fall, civil rest is all around and you're just trying to retire.
This week Alan talks about all of these concerns, the solutions and how still meet your goals despite our current situation.
Sep 17, 2020
52 min
Are you letting the election coverage influence any of your investment decisions? How have these unprecedented times impacted your decision making when it comes to retirement planning?
Alan and Randy take some time this week to talk about what the reality of your investment decisions could be leading up to the election and help put you in the best position heading into November.
Sep 1, 2020
15 sec
How is monopoly like retirement planning? Is it a game of luck or game of skill?
Most people say a little of both. You can’t control what happens with the dice, but you can control what happens next. Alan and Randy take some time on this week's radio show to talk about how a children's board game can teach you a lot about retirement planning if you're thinking about it the right way.
Aug 24, 2020
52 min
In a trade magazine named "Physician's Practice" they say that doctors think they have an easier time planning for retirement since they're such high earners... but how true is that in reality?
Are high earners simply more prepared for retirement? Does this mean low earners won't be able to even plan for their retirement? Alan and Randy discuss this thought process and the truth behind each question.
Aug 24, 2020
52 min
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