Roth Conversions

May 31, 2026 · 52m 1s
Roth Conversions
Description

Are you confident you’ve uncovered every financial gap before retirement, or is there more lurking beneath the surface? Today, Alan Mercurio breaks down the myths, misunderstandings, and overlooked essentials—from Social...

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Are you confident you’ve uncovered every financial gap before retirement, or is there more lurking beneath the surface? Today, Alan Mercurio breaks down the myths, misunderstandings, and overlooked essentials—from Social Security’s shrinking buying power to the intricate ties between Roth conversions and Medicare premiums. The episode sets a candid, empowering tone, inviting listeners to rethink the true meaning of retirement readiness—revealing why careful planning goes far beyond account balances. Key surprises and actionable insights await those willing to dig deep, but the most critical truths only emerge when you ask the right questions.

Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.
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Author Eric Pedersen
Organization AE Media
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