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- 459 - Avoiding Retirement Planning Mistakes # 468
Minor missteps when planning for retirement can create major difficulty often not realized until you’ve retired. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several mistakes a planning professional can help you avoid.
Listening Time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 21 Nov 2024 - 28min - 458 - New 401k & IRA Rules May Impact Your Plans for Retirement # 467
Resulting from the Secure 2.0 Act of 2022, there are now important changes happening with retirement plans. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron Carmichael, CPA, PFS, CFP®, AIF®, CPFA®, Director of Mercer Advisors’ Retirement Plan Group, and Tunia Mycyk, CRPS®, AIF®, Regional Vice President. They discuss plan changes regarding enrolment, catch-up contributions, eligibility, and more.
Listening Time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 14 Nov 2024 - 28min - 457 - Guidance for Sharing Your Family Wealth # 466
Being a child of wealthy parents does not necessarily mean your financial situation with always be easy to manage. Family dynamics are often complicated. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how open communication among family members and proper planning can be critical when passing wealth to the next generation.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 07 Nov 2024 - 24min - 456 - The Evolution of Risk Tolerance # 465
Will your investment risk tolerance change as you enter different stages of life? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how your view of risk may evolve during your retired years and how it may affect the success of your financial plan?
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 31 Oct 2024 - 24min - 455 - Inherited IRA Rules: Clarity from the IRS # 464
The Internal Revenue Service has recently offered clearer tax guidance on how inherited IRAs are treated by a spouse, surviving child or other beneficiary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss previous ambiguities in the law, and specific rule changes recently made.
Listening Time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 24 Oct 2024 - 28min - 454 - Generational Views on Financial Planning # 463
Ideas about the preferred approach to wealth building and financial planning can be quite varied when you compare the views of different generations. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how baby boomers, millennials, gen Xers and others, view financial success and the many ways to attain it.
Listening Time: 29 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 17 Oct 2024 - 29min - 453 - Having Cash in Your Portfolio # 462
Cash can be an important part of your investment portfolio. How much should you have, and in what vehicles should your cash be held? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the role cash can play among of your investments.
Listening Time: 29 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 10 Oct 2024 - 28min - 452 - Your Basic Estate Planning Goals # 461
There are several elements that may be a part of an estate plan. By including even the most basic items in your estate plan, you can help family and friends more easily carry out your wishes. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the fundamental principles to consider when creating your estate plan.
Listening Time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 03 Oct 2024 - 28min - 451 - Do You Want to Live in a “No Income Tax” State? # 460
Sometimes people consider moving to states with no income tax because they think living there will be a better deal financially. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why living in a state with no income tax may actually be more costly due to the various ways some states make up the difference.
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 26 Sep 2024 - 20min - 450 - Retirement Planning for Couples with an Age Gap # 459
If there is a significant age disparity between you and your spouse, that difference should be considered as you plan for your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the lifestyle and financial issues that may impact a couple when one spouse wants to retire and the other needs to remain in the workforce.
Listening Time: 26 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 19 Sep 2024 - 26min - 449 - Tax Optimization: A Strategy for Your Retirement Plan # 458
Pay your fair share, of course, but why pay more in taxes than necessary? Did you know that paying the least amount of tax in a calendar year may not be part the best strategy for your overall tax planning efforts. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why tax planning and tax optimization can be essential components of your retirement plan.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 12 Sep 2024 - 24min - 448 - Returning to Work After Retirement # 457
The number of retirees going back to work, full or part-time, is on the rise. Some return for financial reasons, others to resume professional and social engagement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of returning to work after retirement, but also offers some cautionary notes you may not have considered.
Listening Time: 19 minutes
Thu, 05 Sep 2024 - 19min - 447 - Is a Roth Conversion Right for You? # 456
Roth IRAs offer tax advantages for younger workers, but they also offer benefits you may consider as you approach retirement. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the broad range of financial benefits, and some of the restrictions, associated with the Roth IRA.
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 22 Aug 2024 - 22min - 446 - Big Picture Financial Planning # 455
Are you focusing solely on “the numbers” when determining your investment success? Perhaps you should reconsider. There are many other aspects of financial planning that deserve your attention. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why it’s necessary to look at the bigger picture when planning for your retired years.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 15 Aug 2024 - 24min - 445 - Your Concentrated Stock Positions # 454
Maintaining a balanced portfolio is an important part of your investment strategy. There are times, due to a surge in one market sector for example, where you may find your portfolio too heavily weighted in one company or type of investment. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss actions you may consider when your portfolio becomes less diversified due to the normal functions of the stock market.
Listening Time: 31 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 08 Aug 2024 - 31min - 444 - Benefits of Your Delayed Retirement # 453
Retiring early is the dream of many, but delaying your planned retirement may offer an upside. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several benefits you may experience by extending your working years.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 01 Aug 2024 - 23min - 443 - Baby Boomers Wealth Transfer: Helping You Understand Its Impact # 452
The baby boom generation is the wealthiest in U.S. history. As the boomers age beyond retirement and pass their wealth to their heirs, collectively our country will experience the largest ever transfer of wealth. Today, John Walker, Regional Vice President, and Jason O’Meara, CERTIFIED FINANCIAL PLANNERTM professional, Wealth Advisor and Sr. Director, are joined by Adam Oliver, Wealth Advisor, Mercer Advisors. They discuss Adam’s recently published analysis on how this great transfer of baby boomer’s wealth will likely impact the lives of millennials.
Listening Time: 31 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 25 Jul 2024 - 31min - 442 - You Can Balance Living for Today and Saving for Tomorrow # 451
Diligent saving for your retired years doesn’t mean you need to miss out on life’s pleasures. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you strike the right balance between enjoying life today and planning for tomorrow.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 18 Jul 2024 - 24min - 441 - More Rules of Thumb for Your Consideration #450
We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision.
Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several additional rules of thumb that deserve careful analysis before being followed.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 11 Jul 2024 - 25min - 440 - Rules of Thumb # 449
Rules of thumb. We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision.
Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why many rules of thumb deserve careful analysis before being followed.
Listening Time: 26 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 27 Jun 2024 - 26min - 439 - Insurance and Your Financial Planning: # 448
Protecting what have, and providing for those you care about, may depend on having the correct type and amount of insurance. Purchasing sufficient insurance can be an important component of your retirement and estate planning. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss best practices for you to consider regarding insurance needs at various stages of your life.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 20 Jun 2024 - 25min - 438 - With No Children, Whom Will You Rely on Later in Life? # 447
If you don’t have a support system of family or friends, you may face challenging times as you age alone. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss specific plans to implement the care and assistance you’ll likely need in your later years.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 13 Jun 2024 - 24min - 437 - Should You Fund Your 401k Beyond the Company Match? # 446
Funding your 401k up to the amount of your company’s match is a no-brainer. Your contribution gets doubled, but should you contribute more? Today, John Walker, Regional Vice President, Mercer Advisors is joined by two Mercer colleagues, Christopher Blakely and Jason O’Meara, both CERTIFIED FINANCIAL PLANNER™ professionals and Wealth Advisors. They discuss retirement savings options that go beyond simply fully finding your 401k account. Tax consequences, account flexibility, and overall value should also be considered.
Listening Time: 23 minutes
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 06 Jun 2024 - 23min - 436 - Buckets Of Money for Your Retirement # 445
When planning for your retirement, having money set aside for short, intermediate and long-term purposes can be a viable approach to securing your future. This process is sometimes called the “bucket approach.” Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the bucket approach and how it may help your financial resources last throughout your lifetime.
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 30 May 2024 - 24min - 435 - Using Debt to Your Advantage in Financial Planning # 444
Debt is a 4-letter word many savers and investors may want to avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss smart ways debt can be used to your advantage in financial planning.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 23 May 2024 - 24min - 434 - Do You Believe a Retirement Crisis is Looming? # 443
News stories about an impending retirement crisis have been published regularly over the past several decades. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the prevalence of published doom and gloom stories, why they exist and whether or not they deserve your attention.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 16 May 2024 - 23min - 433 - Building Blocks To Your Later Years # 442
The building blocks that we played with as children take on a whole new meaning when they are imagined, later in life, to be more than just toys. Building blocks exist throughout our lives, and if used wisely, can help lead us to a better life financially and otherwise. John Walker, Regional Vice President, Mercer Advisors, is joined by Fritz Gilbert author of the book “Keys To A Successful Retirement” and creator and writer of “The Retirement Manifesto” blog.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 09 May 2024 - 25min - 432 - Can You Live Comfortably on a Budget? # 441
For some, living on a budget is considered a disciplined plan for careful spending and saving. For others, having to adhere to a budget is an unwelcome restriction on enjoying life. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER ™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss budgeting and the clear distinction between wants and needs as they relate to spending.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 02 May 2024 - 23min - 431 - How Your Core Values Impact Your Financial Plan # 440
Financial planning is about more than just numbers. It may be reflective of the values and priorities you hold dear. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help identify your guiding principles. He also discusses the financial benefits you, and your loved ones, may receive when you apply those principles.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 25 Apr 2024 - 21min - 430 - A Spring Cleaning Guide for your Finances # 439
Spring cleaning our home or office is common for many of us, but have you considered spring cleaning for your finances? John Walker, Regional Vice President, Mercer Advisors, discusses why now may be the perfect time of year to look at your financial plan, investments, debt and savings. Are all in line with your current needs and priorities?
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 18 Apr 2024 - 22min - 429 - Life and Wealth: The Unbreakable Link # 438
The very essence of this weekly podcast is about the inevitable intersection of Life and Wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how your personal finances and your lifestyle are intertwined. He talks about the need to assess, and sometimes reassess, your priorities as you plan for retirement. Will you have the financial capability to enjoy your retired years as you imagined?
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 11 Apr 2024 - 23min - 428 - Your 401k: Take It, Leave It, or Roll it into an IRA # 437
Your 401k: Take It, Leave It, or Roll it into an IRA # 437
When you leave your employer, you have several options in dealing with your 401k. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by his Mercer Advisors’ colleague Dennis Jablonoski, Certified Retirement Plan Specialist. They discuss several effective ways to deploy your existing retirement plan dollars when you leave an employer.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 04 Apr 2024 - 25min - 427 - Will You Escape the Dreaded IRS Audit # 436
There have been reports that the IRS has strengthened its enforcement efforts. With this year’s tax filing deadline quickly approaching, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER ™ professional and CPA. They address several frequently asked questions about IRS audits. Plus, Tim shares a few tax filing tips to keep in mind.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 28 Mar 2024 - 21min - 426 - Keeping It Simple: A Strategy for Investing # 435
Accomplishing things in a straight-forward and uncomplicated manor has a way of making life easier. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how to apply this philosophy to your financial and retirement planning to help increase your probability of success.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 21 Mar 2024 - 21min - 425 - How You Can Better Understand What Drives Your Investment Behaviors # 434
Psychologists remind us that our thinking and reasoning are often influenced by our preconceived notions or ideas. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to identify, as well as work with and around, biases we may have relating to money and investing.
Listening Time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 14 Mar 2024 - 28min - 424 - Estate Planning: The Reasons Why # 433
There are several reasons why you should consider putting your financial affairs in order before you die. Among them, is that estate planning can help clear your own mind and help give your heirs direction in fulfilling your wishes in their time of grief. Today, John Walker, Regional Vice President, Mercer Advisors is joined by colleague Ryan Flurer, Financial Planner at Mercer Advisors. They discuss the benefits of proper estate planning.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 07 Mar 2024 - 19min - 423 - Your Spirit Animal: What it is and How it Relates to Financial Planning # 432
Did you know that you may have a spirit animal when it comes to your finances? Your spirit animal represents you, your personality, and your attitudes toward investing. Having a little fun today, John Walker, Regional Vice President, Mercer Advisors, will help you determine which spirit animal best describes you. This discussion may help you better understand how and why you make your decisions about money.
Listening Time: 17 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 29 Feb 2024 - 17min - 422 - Optimizing Your Social Security Benefits # 431
Maximizing Social Security benefits for you and your spouse can be tricky since there are several different options to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by colleague Ryan Flurer, Financial Planner at Mercer Advisors. They discuss Social Security for individuals and married couples and explore several options to help you get the most from this important cashflow source.
Listening Time: 29 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 23 Feb 2024 - 29min - 421 - Things To Consider if You Plan to Retire in the Next Year or Two # 430
If your retirement is a year or two away, you should be mindful of changes to the current retirement landscape. The changes result from legislative action and the forthcoming sunsetting of some previously enacted tax laws. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the changes that you, and your financial planning team, may consider for you to be appropriately prepared.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 16 Feb 2024 - 21min - 420 - You Can Avoid Less-Than-Stellar Financial Advice # 429
In today’s economy, there’s seems to be no shortage of financial advice offered. It may come from friends, family members, co-workers, or even journalists. The problem is that the advice you receive may not be good advice. Today, John Walker, Regional Vice President, Mercer Advisors, discusses some not-so-good advice to avoid, and the value of listening to credentialed professionals.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 09 Feb 2024 - 21min - 419 - Cash is King, but There’s More You Should Know # 428
Managing risk and yield within your portfolio in today’s world, with higher interest rates that likely won’t last, can be a challenge. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Don Calcagni, Chief Investment Officer, Mercer Advisors. They discuss the importance of making the distinction between your short-term cash needs and long-term wealth planning needs.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 02 Feb 2024 - 23min - 418 - The Past, Present and Future of Retirement # 427
The modern concept of retirement was a long time in coming and will continue to evolve. Lifestyle changes and longevity have had a significant impact on how we plan for, and live in, retirement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the history of retirement and its probable future.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 26 Jan 2024 - 25min - 417 - The Value of Knowing Your Net Worth # 426
Putting together a net worth statement may be a good starting point for a more accurate understanding of your financial health. Today, John Walker, Regional Vice President, Mercer Advisors, discusses what’s included in a net worth statement and the benefits of having one.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 19 Jan 2024 - 23min - 416 - Feelings About Finances: The Gender Difference # 425
Today, a discussion on how gender may impact your feelings toward money and money management. Kelly Albert, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors joins John Walker, Regional Vice President, Mercer Advisors, to explore the reasons some men and women have differing views on money and investing. Understanding these potential differences could be a first step to a couple’s future financial security.
Listening Time: 26 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 12 Jan 2024 - 26min - 415 - Your Investment and Retirement Planning for the New Year # 424
Arrival of the New Year may be viewed as an opportunity for a fresh start, a new beginning, or at very least a chance to put your best foot forward. John Walker, Regional Vice President, Mercer Advisors, discusses the importance of placing investment and retirement planning high on your list of “to-dos” for early 2024.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 05 Jan 2024 - 23min - 414 - Your Year End Tax Planning Reminders # 423
As the year ends, the holidays arrive and many of us may be busier than ever. But it’s an important time of year to keep your financial wellbeing top of mind. Today, John Walker, Regional Vice President, Mercer Advisors, reminds you of several potentially beneficial tax related moves to consider before the new year arrives.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 15 Dec 2023 - 19min - 413 - The Benefits of an Early Start when Your Family and Advisor Connect # 422
Having a multigenerational relationship with your advisor can help your adult children get a solid start with financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, discusses those benefits and the advantages of starting a retirement plan as soon as your career begins.
Listening Time: 18 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 08 Dec 2023 - 18min - 412 - Your Financial Planning vs. a One Time Financial Plan # 421
There’s a big difference between financial planning and obtaining a one-time financial plan. A one-time plan only presents a snapshot of a single moment in time and doesn’t include consideration of life changes you will likely experience. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why dynamic ongoing work with a planning professional can be far better suited to helping you achieve your financial goals.
Listening Time: 16 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 01 Dec 2023 - 16min - 411 - Unexpected Early Retirement - Are You Prepared #420
Planning to work into your late 60’s or beyond may be a good idea in theory, but frequently working longer is not an option. Health concerns or being let go by your employer are likely unforeseen. Does your financial plan include contingencies for retiring earlier than you may have expected? Today, John Walker, Regional Vice President, Mercer Advisors, discusses the need for a retirement plan that includes consideration for those unplanned occurrences that may be on the horizon.
Listening Time: 16 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 17 Nov 2023 - 16min - 410 - Your Health, Wealth and Longevity # 419
Financial planners help clients manage their money, of course, but may also assist in navigating the physical, psychological and emotional impact of retirement planning, and living in retirement as we age. Making informed choices to stay healthy, fit and financially secure may have a direct connection to how long we live. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the intersection of health, wealth and longevity.
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 10 Nov 2023 - 22min - 409 - Living Your Purposeful Retirement # 418
During our working life, some of us define ourselves by what we do for a living. Retirement changes all of that. Today, John Walker, Regional Vice President, Mercer Advisors, takes a deep and insightful dive into the ways and means of finding purpose in life during your retired years.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 03 Nov 2023 - 21min - 408 - What Happens when Student Loan Repayment and Retirement Planning Converge? # 417
Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Financial Planner Dennis Jablonoski to discuss newly released data on the impact the resumption of student loan repayments may have on retirement savings.
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 27 Oct 2023 - 22min - 407 - Why Cash Should be a Part of Your Investment Portfolio # 416
Having a well-diversified investment portfolio is one of the most basic guidelines in financial planning. Having cash on-hand should be part of that plan. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why having a part of your portfolio in cash is necessary.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 20 Oct 2023 - 19min - 406 - Charitable Gift Annuities # 415
The giving season is fast approaching. Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA, and Ryan Flurer, Wealth Manager, to discuss charitable gift annuities. Learn how to make a significant donation to your charity of choice while receiving beneficial tax treatment and more.
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 13 Oct 2023 - 20min - 405 - Expenses That Could Jeopardize Your Retirement Plans #414
You’ll spend a good part of your working life saving for your retirement. Once you reach your goals, you want to feel confident that what you’ve saved will be enough to cover your financial needs throughout your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the importance of anticipating, and planning for, unexpected expenses that could derail your retirement.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 06 Oct 2023 - 25min - 404 - Financial Relativity: Help in Clarifying Your View # 413
Attempting to understand Albert Einstein’s Theory of Relativity can be mind-blowing, but have you ever considered financial relativity? Today, John Walker, Regional Vice President, Mercer Advisors, explains the meaning of financial relativity and how understanding it can give you a clearer perspective on your financial position.
Listening Time: 17 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 29 Sep 2023 - 17min - 403 - Your Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412
Having a clear financial plan may help ease concerns for many, whether already retired or nearing retirement. What is your view of the future? In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help those with optimistic, or pessimistic, outlooks create a plan for their future.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 22 Sep 2023 - 23min - 402 - Building Your Investment Portfolio One Brick at a Time # 411
In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses the similarities between building a house and constructing a solid investment portfolio.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 15 Sep 2023 - 15min - 401 - Tax Planning Now and Throughout Your Retirement # 410
Focusing on your tax situation for the current year is important. It’s equally essential to consider how tax planning for today can impact your tax situation in retirement. In this episode, John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, discuss tax planning from a life-long perspective.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 08 Sep 2023 - 24min - 400 - Your Financial Plan for Living Until Age 100 # 409
Why should my financial plan include a projection for living until the age of 100 when I know I won’t live that long? It’s a question financial professionals are often asked. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Ryan Flurer, Financial Planner at Mercer Advisors, to discuss why it makes sense to assume your lifespan may be far longer than the current national averages of 79 for women and 73 for men.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 01 Sep 2023 - 25min - 399 - What Will the Charles Schwab Acquisition of TD Ameritrade Mean for You? # 408
Organizations merging or being acquired is commonplace in nearly every field. In the world of finance, the recent acquisition of TD Ameritrade by Charles Schwab has some investors concerned. Today, John Walker, Regional Vice President, Mercer Advisors, answers many questions and explains the impact of the two companies becoming one.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 25 Aug 2023 - 15min - 398 - Investing and Golf: More in Common Than You May Imagine # 407
If you’re an investor who also enjoys the game of golf, the similarities between the two may surprise you. Today, John Walker, Regional Vice President, Mercer Advisors, details some of the many parallels that can be drawn between the two including the importance of careful planning, keeping your emotions in check and more.
Listening Time: 18 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 18 Aug 2023 - 18min - 397 - 5 Roth IRA Mistakes You Can Avoid # 406
Roth IRAs offer numerous benefits that make them a preferred choice for many investors. Today, John Walker, Regional Vice President, Mercer Advisors, discusses five mistakes often made while using Roth IRAs and the impact Roth-related errors may have on your retirement savings.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 11 Aug 2023 - 15min - 396 - A Family Health Crisis: How Would You Manage? # 405
Being prepared to deal with the many financial and emotional challenges of a family member’s critical illness is a subject most people would prefer not to even think about. Planning however, must be done. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Kara Duckworth, CFP®, CDFA®, and Managing Director of Client Experience at Mercer Advisors. Kara shares her personal experiences navigating the healthcare system alone when her husband was diagnosed with cancer. Kara’s story may help you better plan and cope.
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 04 Aug 2023 - 22min - 395 - Investing in Your Later Years # 404
There’s a smart strategy for investing in each stage of life. Some investors consider reducing investment risk as they age. The ability to withstand risk may diminish, but you may need to maintain a certain level of risk so you don’t run out of money in retirement. John Walker, Regional Vice President, Mercer Advisors, discusses ways to assess appropriate levels investment risk later in life.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 28 Jul 2023 - 19min - 394 - Mid-Life Investing: Opportunities for Your Future Financial Security # 403
As you approach middle age, your 40’s or 50’s, it’s likely to be one of the busiest times of your life. You may be at the pinnacle of your career, getting kids off to college, caring for an aging parent, or you are involved in a variety of other concerns and activities that keep you moving at warp speed. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the importance of being attentive to your retirement and financial planning needs at a time of life where everything else seems to take precedence. Mid-life investing may offer future financial security opportunities you should not miss.
Listening Time: 18 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 21 Jul 2023 - 18min - 393 - The Family Office: Your Comprehensive Financial Solution # 402
If you interact separately with professionals such as your financial planner, CPA, and attorney, and each is working independently on your behalf, you may not be getting the full benefits of their integrated expertise. Now, imagine the impact of these professionals working together on your overall financial health, and that of your family.
Today, John Walker, Regional Vice President, Mercer Advisors, discusses financial, and other benefits, available through a family office service which had previously been available only to ultra high-net-worth families.
Listening Time: 19
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 14 Jul 2023 - 19min - 392 - Setting-up a Trust For Your Retirement Account Beneficiaries # 401
Estate planning is a critical part of your overall retirement plan. Your retirement accounts, such as IRAs and 401ks typically pass directly to a beneficiary you’ve selected, and not through a trust you may have created for your other assets. With these accounts, a separate retirement plan trust may be required to get the asset protection and guidance you are seeking.
Logan, Baker, J.D., LL.M., MBA, Lead Senior Wealth Strategist on the Estate Planning Team at Mercer Advisors joins host John Walker, Regional Vice President, Mercer Advisors, to discuss the importance of implementing a retirement plan trust specifically for the protection of your retirement account beneficiaries.
Listening Time: 31 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 07 Jul 2023 - 31min - 391 - The Impact Anchoring Bias Can Have on Your Financial Affairs # 400
Anchoring bias can place a disproportionate amount of merit on something you hear or read. It can shape how you make future judgements, and it can have a negative effect on everything from the purchases you make to the success of your financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, further explains anchoring bias in greater detail and how to avoid it.
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Sun, 25 Jun 2023 - 20min - 390 - Spending Patterns in Your Retirement # 399
Would you like to maintain your pre-retirement spending levels and standard of living after you’ve retired? Some, however, intend to spend more heavily in their early retirement years, believing they will spend less as they age. These spending considerations are an important part of your retirement planning, and there is often a disparity between spending intentions and spending reality. Today, John Walker, Regional Vice President, Mercer Advisors, discusses retirement spending patterns and how they relate to good planning. He also discusses a recent Boston College Center for Retirement Research study that looks at how retirees intend to spend vs. how they actually spend what they’ve saved.
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 23 Jun 2023 - 20min - 389 - Gifting to Your Heirs Using Tax Efficient Strategies # 398
The biggest transition of wealth in history may be upon us. Over the next couple of decades, most aging Baby Boomers and Gen Xers are expected to pass along about $73 trillion of their wealth to their heirs. This transfer of wealth can be made after you die or while you’re alive to see and experience your loved ones enjoying what you’ve shared. Today, John Walker, Senior Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, discuss several options you may have to make those gifts safely, and in a tax-efficient manner.
Listening Time: 27 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 16 Jun 2023 - 27min - 388 - You can Capitalize on Warren Buffett's Success and Wisdom # 397
It’s difficult to overlook the long-standing investment success of the so-called Oracle of Omaha. Today, John Walker, Regional Vice President, Mercer Advisors, discusses some of the investment principles followed by Warren Buffett.
Listening Time: 18 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 09 Jun 2023 - 18min - 387 - Retirement Manifesto: Helping You Enjoy a Happy, Active and Productive Retirement # 396
In addition to financial planning for your retirement, it’s wise to also consider what living your everyday life will be like after the structure of working each day gives way to nearly total freedom. Today, John Walker, Regional Vice President, Mercer Advisors, welcomes Fritz Gilbert, author of “Keys to A Successful Retirement: Staying Happy, Active and Productive in Your Retired Years” and writer/publisher of The Retirement Manifesto Blog. Fritz shares practical and useful advice from first-hand experience.
Listening Time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 02 Jun 2023 - 28min - 386 - Ways to Avoid Longevity Risk # 395
People who are saving for retirement sometimes fail to consider how living longer will affect how much they’ll need once they stop working. Today, John Walker, Regional Vice President, Mercer Advisors, discusses retirement planning strategies to avoid longevity risk.
Listening Time: 23 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 26 May 2023 - 23min - 385 - Spending In Retirement: Why it’s OK to Enjoy the Fruits of Your Labor # 394
Retirees sometimes second-guess, or even get a bit uneasy, about spending their hard-earned savings when the regular weekly paycheck from their employer has stopped. Today, John Walker, Regional Vice President, Mercer Advisors, discusses strategies to help you more comfortably spend and enjoy the retirement dollars you’ve accumulated. There is likely no need to deprive yourself of things that make you happy and you may easily afford.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 19 May 2023 - 19min - 384 - Helping You Prevent Costly 401(k) Mistakes # 393
Recent market volatility and the changing economic landscape are among the most common reasons investors give for not taking full advantage of their retirement savings opportunities. If you’re nearing retirement and want to maximize your 401(k) benefits, there are several mistakes you should avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors colleague Dennis Jablonoski, Chartered Retirement Plan SpecialistSM. They discuss ways to help you along the path to a more secure retirement.
Listening Time: 29 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 12 May 2023 - 29min - 383 - Will Retiring to Another State Really Help You Save on Taxes? # 392
In order to reduce their tax burden, some retirees move to states that don’t assess personal income taxes. Depending on your lifestyle however, there may not be any real tax savings since revenues in these “lower-tax” states are often made up in other ways. Today, John Walker, Senior Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, help sort fact from fiction for those planning to move out of state to reduce their overall tax liability.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 05 May 2023 - 19min - 382 - 7 Habits for a Happier Retirement # 391
Strategic planning for the money we earn, save and invest is essential in helping to create a successful retirement, but there’s more to consider. Today, John Walker, regional Vice President, Mercer Advisors, discusses 7 habits that can improve your satisfaction and help make your retired years happier.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 28 Apr 2023 - 19min - 381 - Helping You Maximize Various Forms of Compensation # 390
Some organizations offer stock as part of their employee compensation package. Other companies offer some form of deferred compensation. These arrangements can often create concentrated stock positions and unique tax and retirement planning challenges. Today, John Walker, Regional Vice President, Mercer Advisors is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Director of Mercer Advisor’s offices in Radnor, PA. They discuss ways to attain maximum benefit from various types of employee compensation.
Listening Time: 40 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 21 Apr 2023 - 40min - 380 - Retiring Abroad # 389
Ever dream about spending your retired years living abroad? For some, it’s a pipe dream. Other’s have made it their reality. Today, John Walker, Senior Vice President, Mercer Advisors, speaks with Janet Blaser, who lived and worked in California, before retiring full-time in Mazatlan, Mexico.
Listening Time: 30 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 14 Apr 2023 - 30min - 379 - Why You Should NOT Keep Up with the Joneses # 388
It’s common to look at others from afar and judge just how well you think they’re doing financially. Comparing your own personal financial status with the apparent prosperity of others can be a detriment to both your emotional and financial wellbeing. Driving an expensive vehicle, living in a massive house, or wearing high-priced fashions or jewelry may be more indicative of someone’s debt, and not necessarily their wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why it’s important to focus on reaching your own financial goals without needless comparisons to others.
Listening Time: 17 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 07 Apr 2023 - 17min - 378 - Tricky Retirement Decisions May Lie Ahead # 387
There are countless important questions you should answer when planning for your retirement. Questions about cashflow, taxes, asset allocation, Social Security, and Medicare to name just a few. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Financial Planner Ryan Flurer. They preview some of the issues you may face and discuss strategies you may want to consider.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 31 Mar 2023 - 25min - 377 - Are You Ready to Un-Retire? # 386
During our working years, some of us look ahead with great anticipation to retirement. We look forward to leisure time, relaxation, and a flexible schedule. For some however, the freedoms and benefits of retirement aren’t as expected. Filling your time, finding a purpose, remaining relevant and engaged in life are a few of the challenges we may face. Un-Retiring may be an option. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Richard Eisenberg, a formerly retired writer and editor who returned to the workforce on his own terms and shares his experiences.
Listening time: 28 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 24 Mar 2023 - 28min - 376 - Unifying Your Financial Plans # 385
In creating a thorough financial plan, consideration is given to many areas of your financial life. Understanding your current economic condition along with your priorities, helps create a clear and measurable path with a higher probability of success. Today, two Mercer Advisors’ Regional Vice Presidents, John Walker and Kevin Dillon, define and discuss the benefits of unified financial planning.
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 17 Mar 2023 - 20min - 375 - Helping You Avoid Anxiety During Tax Season # 384
For some, tax season is one of the most stressful times of the year. CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, joins John Walker, Regional Vice President, Mercer Advisors, to talk taxes. Whether you’re compiling information for your tax preparer or you are a do-it-yourselfer, Tim’s tips may help make the process easier.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 10 Mar 2023 - 21min - 374 - Roth IRA for Your Child # 381
There are no age restrictions on contributing to a Roth IRA, so the interest and dividends on a child’s retirement contributions can also grow federally tax-free. You can even super-charge their savings with matching contributions, and teach them the power of compound interest. John Walker, Regional Vice President, Mercer Advisors, welcomes Tim Joseph, Mercer Advisors’ CERTIFIED FINANCIAL PLANNER™ professional and CPA, to discuss the many benefits of a very early start to retirement planning with a Roth IRA for your son or daughter.
Listening Time: 22 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 03 Mar 2023 - 22min - 373 - 6 Ways to Help Strengthen Your Savings # 383
Whether you’re focusing on retirement planning or saving for a particular expenditure, you need a good strategy to help reach your goals. John Walker, Regional Vice President, Mercer Advisors, discusses several ways to help improve your saving efforts and ensure that the money you’re accumulating is working effectively for you.
Listening Time 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 03 Mar 2023 - 20min - 372 - Beneficial Changes for Your Retirement Planning # 382
With the SECURE 2.0 Act signed into law, there are many changes that can impact your retirement planning over the next few years. Mercer Advisors’ John Walker, Regional Vice President, and Mercer Advisors’ Dennis Jablonoski Certified Retirement Plan Specialist, discuss some of these revisions. There are new opportunities regarding required minimum distributions, workplace retirement plans, educational savings plans and more. If you’d like more in-depth information on SECURE 2.0 Act from Mercer Advisors please click here.
Listening Time: 27 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 24 Feb 2023 - 27min - 371 - Your Adult Child Becoming Your Financial Caregiver # 380
Your Adult Child Becoming Your Financial Caregiver
The discussion of an adult child helping with a parent’s finances as they age can be very difficult, even if all family members are on the same page. Today, John Walker, Regional Vice President, Mercer Advisors, shares tips on how to make the financial caregiving conversation and transition less stressful by making it a slow process, seeking appropriate advice, and keeping your parent’s best interest as the primary goal.
Listening Time: 21 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 10 Feb 2023 - 21min - 370 - Helping You Cope with the Stress of Uncertainty #378
No matter what age or stage of life, there is likely to be trouble or strife that you must deal with. It’s the natural order of things. That’s life. Your employment status, politics, rising interest rates and all that you face in your personal life may cause you to be feeling uneasy or uncertain about the future. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined once again by Behavioral Economist Dr. Sarah Newcomb. They discuss best practices for managing uncertainties, particularly those related to your finances.
Listening Time: 37 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 27 Jan 2023 - 36min - 369 - Helping Your Adult Child Navigate their First Home Purchase # 377
Purchasing a home, particularly a first home, can be a stressful time. Parents often want to help. Selecting a home, determining a down payment, getting a mortgage, arranging inspections and other important considerations mean home buyers need guidance from both real estate professionals and financial professionals. Parents frequently offer monetary assistance with the purchase, but their financial involvement must be carefully planned and managed in order to benefit their children and themselves. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Megan Kelly, Real Estate Professional with Compass Realty in Havertown, PA, along with CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network.
Listening Time: 25 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Listening Time: 25 minutes
Fri, 20 Jan 2023 - 24min - 368 - Resetting Your Good Financial Habits # 376
The new year can be an opportunity for a fresh start. We often strive to get back on track with health and fitness, attitude or outlook, but what about our finances? Resolving to be more attentive to our financial well-being can pay big dividends in the years ahead. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses planning and investment goals to consider as part of your overall fresh outlook for the new year.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 13 Jan 2023 - 18min - 367 - Are You a Financial Hoarder? # 375
Vowing to be more organized in the new year is a very common resolution, but will it apply to your finances? Accumulating or hoarding assets doesn’t sound like a problem, but it can easily become a major complication if someone else needs to sort out your financial affairs. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the importance of having your financial house in order. He details how organizing and simplifying your holdings can make your life, and the lives of those you most care about, more secure and easier to manage.
Listening Time: 18 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 06 Jan 2023 - 17min - 366 - Your Year-End Tax Reminders # 374
Available opportunities to reduce your tax bill for 2022 are fleeting, but there are still some important moves you should consider now. John Walker, Regional Vice President, Mercer Advisors, welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim shares year-end tax tips that could reduce your tax burden come April 15th.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Tue, 27 Dec 2022 - 24min - 365 - Benefits of Your Charitable Giving # 373
Helping others through charitable giving can be rewarding to the giver and receiver. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of giving with Andrea Rodgers, Executive Director of the Starfinder Foundation and Paul Howard, Executive Director of The Philadelphia Union Foundation. John also welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim discusses tax efficient ways to make charitable donations during the holiday season and throughout the year.
Mercer Advisors is not affiliated with nor does it endorse the featured speakers or the organizations the featured speakers represent.
Listening Time: 32 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Thu, 22 Dec 2022 - 32min - 364 - Risk and Reliability: Building Your Retirement Plan # 372
On today’s podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses two strategies for retirement planning. John explains the differences between probability-based planning and guaranteed income planning, as well as how the methods can work together in your retirement plan.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 16 Dec 2022 - 19min - 363 - Retirement Risks You Can Avoid # 371
According to the Society of Actuaries, average life expectancy in the U.S. has increased from 68.14 years in 1950 to 76.1 years in 2021. Living longer likely means more years in retirement and more savings necessary for what could be a full one-third of our lives. A long life can be a blessing, but living longer is considered to be just one of many risks today’s retirees will face. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses several risks and the careful approach to planning that is necessary to ensure you don’t outlive your money.
Listening Time: 22 Minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 09 Dec 2022 - 22min - 362 - 10 Steps You Should Consider If You Want To Retire Early # 370
According to a report from the Federal Reserve Bank of New York last year, nearly half of all Americans expect to retire before they turn 62. To be successful, you must be prepared. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses things you should consider when determining if early retirement is in your future.
Listening Time: 22 Minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 02 Dec 2022 - 22min - 361 - Thanksgiving Table Conversation: Your Money Habits For A New Generation # 369
How can parents instill good financial habits in their children? It’s a question many Mercer Advisors team members, who are also parents, were recently asked. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares some of his colleagues' most insightful answers. Will you address this issue with the younger folks at your Thanksgiving table?
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Tue, 22 Nov 2022 - 20min - 360 - Understanding Your Life Insurance Needs # 368
Insurance, as a piece of your overall financial plan, may not always get enough attention. Insurance products are complicated and getting a clear understanding of the policy attributes from the person who sold it to you is not always easy, particularly if the policy was purchased many years ago. On today's podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Advisor Ryan Flurer. Their discussion centers on helping investors like you better understand insurance products and how they may help support your family's need for financial security.
The insurance examples, products, terms, and verbiage referenced in this content may vary on a State by State basis. The insurance examples, products, terms and verbiage referenced are not applicable to each individual’s unique insurance needs or situation.
Listening time: 26 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Fri, 18 Nov 2022 - 26min
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