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Unlocking Financial Freedom w/ Mike Mercurio :: Ep 18 The Lyndsay Stafford Show
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Title: Unlocking Financial Freedom
Episode 18 guest: Mike Mercurio
In this episode, I talk to Mike Mercurio, the Vice President of Stephen and Associates, a macroeconomic financial advisory firm
We discuss his journey from the auto industry to financial advisory, emphasizing the importance of financial education and planning. His firms, with offices in Nashville and Palm Beach, have been operational for 30 years. Mike highlights the significance of saving money, understanding financial health, and the pitfalls of “lifestyle creep”. He stresses the need for open communication, team collaboration, and overcoming challenges. Mike also talks about the importance of starting financial planning early, regardless of one's current financial status. He shares some key tips for starting financial planning and provides his contact information for those seeking guidance.
Highlights:
1:33 - Mike Mercurio's Background and Business Overview
10:08 - Challenges and Communication in Business
19:41 - Financial Education and Misconceptions
27:38 - Saving Money and Lifestyle Management
37:37 - Cash Flow Analysis
Find Mike:
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Produced by Jim McCarthy and ItsYourShow.co
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