Steve Cordasco - Podcast Details

Shows

Your Life Your Wealth“Fear of Getting In” the Markets # 501 Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? 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 FOGI, the emotion that keeps some individuals from investing the markets, which may be driven by the misconception that now may not be the right time. Learn strategies to overcome FOGI. Listening Time: 17 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email Lis...2025-08-0617 min

Your Life Your WealthThe Real Value of Financial Advice # 500 Are you a do-it-yourself investor? Perhaps it’s time to consider an alternative. A new study released by The Vanguard Group shows the intrinsic value of working with a financial advisor. 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 how working with a financial advisor can not only help improve your portfolio performance, but also enhance your emotional well-being, reduce stress and save valuable time. Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 2025-07-3023 min

Your Life Your WealthSavings Comparisons May Be Useless # 499 Every wonder how your savings, or the value of your 401k, stacks-up against your peers? 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 why comparisons of account values to others in your age bracket may have no real relevance to your level of retirement readiness. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All ser...2025-07-2322 min

Your Life Your WealthYour Deferred Compensation # 498 In additional to salary, bonuses, and medical benefits, deferred compensation is sometimes offered to executive level employees in the form of stock options. 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 importance of properly managing deferred compensation to help ensure maximum financial benefit potential and effective tax treatment. Listening Time: 25 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is...2025-07-1625 min

Your Life Your WealthMid-Year is a Good Time for Your Portfolio Check-up # 497 While many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your financial plan. 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 benefits of focusing on several key areas of your financial plan at this time of year. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Adv...2025-07-0920 min

Your Life Your WealthYour Flexible Financial Goals # 495 Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain unchanged. Should they? 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 importance and value of being flexible with your financial goals. Listening Time: 24 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by...2025-06-1723 min

Your Life Your WealthStrategies for Inflation Risk to Your Portfolio # 494 If you’re planning for retirement, there are many risks you may face. Among them is the risk of inflation. How will inflation impact your ability to sustain your lifestyle once you are dependent the spending power of your retirement nest egg? 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 strategies for managing inflation risk to your portfolio. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Ad...2025-06-1119 min

Your Life Your WealthAdolescents May Benefits from Your Conversations about Money # 493 Some younger folks desire conversations about money with their parents, but some parents may consider that discussion best avoided. 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 many potential benefits of an ongoing intergenerational dialog about money. Early and frank discussions about money may help set a positive tone for a young person’s future financial success. Listening Time: 29 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Addi...2025-06-0429 min

Your Life Your WealthYour Opportunities During Volatile Markets # 492 Volatile markets can rattle even the most experienced investor, but sometimes adversity can bring opportunity. 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 helpful strategies to consider during a market downturn and times of stock market volatility. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are...2025-05-2823 min

Your Life Your WealthTax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491 2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planning stages throughout the Philadelphia area. Charitable contributions to 501(c) (3) non-profit agencies help make many of these events possible. 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 speak with Brian Esposito, Chief Revenue Officer at FIFA World Cup 26 Philadelphia. Brian details the events and their financial impact on the greater Philadelphia region. John and Jason discuss the tax advantaged benefits you ma...2025-05-2119 min

Your Life Your WealthPsychology of Money # 490 There are ways for you to gain a better understanding of your views about money and wealth, and the influences that may have helped shape those views. 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 benefits of financial therapy as part of the financial planning process and how it has become its own niche practice. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Me...2025-05-1420 min

Your Life Your WealthIt’s Never Too Late to Save for Your Retirement # 489 For some families, retirement planning has taken a backseat to things such as the cost of raising children, putting them through college, paying for weddings, and the like. But, if you haven’t yet started saving for your retired years, it may not be too late. 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 strategies to help late starters with retirement planning. Listening Time: 22 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our...2025-05-0721 min

Your Life Your WealthFinancial Considerations of a Job Change # 488 In today’s tight labor market, many folks find themselves dealing with a job change. It could be a voluntary move or an unexpected occurrence. 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 importance of good financial guidance related to a job change. Factors that require consideration may include salary, benefits, insurance and more. Listening Time: 26 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advi...2025-05-0126 min

Your Life Your WealthWealth Manager or Investment Manager: Which is Right for You? # 487 The roles of wealth manager and investment manager may be quite different. Do you know the distinction? 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 these two financial industry professions, how they differ, and where they may overlap. They also offer help in determining which financial professional is right for your individual situation. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure 2025-04-2419 min

Your Life Your WealthRetirement Planning in Your 70’s and Beyond # 486 Preparing for retirement if you plan to work into your 70’s or 80’s may be quite different than if you plan to enter retirement in your early 60’s. 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 unique benefits and challenges of planning for a later-life retirement. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradenam...2025-04-0919 min

Your Life Your WealthHow Not to be an Emotionally Driven Investor # 485 Consider investing with discipline and consistency, and not with your emotions. 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 ways to avoid making emotional decisions that may limit your investment success. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual cap...2025-04-0320 min

Your Life Your WealthDo Millionaires have Financial Planning Secrets? # 484 Attaining millionaire status may be less illusive now than in years past. Some who aspire to that level of wealth believe there may be secrets to reaching that financial position. 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 findings of a recent Northwestern Mutual study on the characteristics and habits of today’s millionaires. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advi...2025-03-2621 min

Your Life Your WealthFamily Finances: Staying on the Same Page # 482 Financial strife can cause dissatisfaction in relationships. Significantly differing views on money management and spending may lead to arguments and might even result in the ending of a relationship. 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 overcome money disagreements and help foster open dialogue on financial matters between partners. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure 2025-03-1219 min

Your Life Your WealthHow Much Home Can You Really Afford # 481 Home ownership is part of the American dream. The increased cost of owning a home has made home ownership a bigger challenge for many. 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 determine how much you can afford to pay for a home in today’s market while not jeopardizing your other important financial goals. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 2025-03-0519 min

Your Life Your WealthTaking a Buyout from Your Employer # 480 Unfortunately, having to reduce the number of a company’s employees has become all too commonplace. Frequently cutting the payroll may be considered a quick boost for a company’s bottom line. Some long-standing employees may be offered “a package” or a “buyout.” 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 departing employees may effectively handle a “buyout” opportunity to help limit the potential negative financial impact of this significant life change. Listening Time: 18 minutes Mercer-Cordasco Di...2025-02-2717 min

Your Life Your WealthHelping You Choose A Financial Advisor That’s Right for You # 479 Selecting a professional to handle your financial affairs can be a critically important decision. There are many options for you to carefully investigate before committing to an individual or firm. 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 important questions to ask as part of your due diligence to help you make the best decision to reach your financial goals and aspirations. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Jo...2025-02-2021 min

Your Life Your WealthIs Fear Causing You to Delay Your Retirement? # 478There are issues of concern that prevent some aging Americans from retiring. However, delaying retirement too long may create unforeseen problems. Today, John Walker, RegionalVice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what may be preventing some people from making a timely transition into retirement, and ways to help overcome resistance to wrapping-up a career. Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. Al...2025-02-1321 min

Your Life Your WealthNew Interest in College Courses on Personal Finance # 477 There is a growing trend of personal finance courses being offered on college campuses. Members of Generation Z are flocking to them. 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 what students are being taught, and the reasons for their growing interest. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Co...2025-02-0621 min

Your Life Your WealthThe Value of Professional Guidance in Selling Your Business # 476 Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A large transfer of wealth will result. Help from a professional may be necessary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Curt Cyliax, Managing Director and Peter Hissey, Vice President, both of Strategic Exit Advisors, a firm dedicated to helping business owners maximize value and safeguard their legacy during ownership transfers. Listening Time: 35 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List ...2025-01-3035 min

Your Life Your WealthFinding Your Financial Confidence # 475 According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals than previous generations. Today, John Walker, Regional Vice President, Mercer Advisors, discusses details of the survey and the reasons why many baby boomers have attained such confidence. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 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 i...2025-01-2319 min

Your Life Your WealthBalancing Money and Happiness # 474 Can having more money equate to greater satisfaction or contentment? 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 complicated relationship between money and happiness by sharing insights from their professional and personal perspectives. Listening Time: 25 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in the...2025-01-1624 min

Your Life Your WealthWays to Help Minimize Your Sequence of Return Risk # 473 If you depend largely on your investment portfolio to fund your retirement, withdrawing from those accounts during a down market, particularly in the earlier years of your retirement, can affect how long your savings will likely last. 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 strategies you can use to help ease the impact of sequence of return risk. Listening Time: 18 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List...2025-01-0918 min

Your Life Your Wealth5 Financial Considerations for the New Year # 472 2025 has arrived. Today, John Walker, Regional Vice President, Mercer Advisors, discusses 5 important areas of financial planning and personal finance you may want to contemplate as you ponder resolutions for the new year. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 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 Denve...2025-01-0122 min

Your Life Your WealthMoney Talk at Your Holiday Table # 471 Talking about money and finances may sometimes be discouraged when the family is together at the holiday table. But, should such talk really be taboo? 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, to offer some guidance. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in...2024-12-1922 min

Your Life Your WealthYour Tax Deductible Charitable Donations # 470 Many of us are charitable year-round. At holiday time, making charitable donations often takes on additional significance as we count our blessings and strive to help those in need. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to make impactful charitable donations and help reduce your annual tax burden. Listening Time: 17 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual c...2024-12-1216 min

Your Life Your WealthYour Year-End Tax Planning # 469 Assessing your tax situation before year-end can uncover various tax planning moves for you to consider. 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 specific strategies that include making charitable donations directly from your IRA, tax loss harvesting, Roth conversions, and others that could help reduce your tax burden for the year. Listening Time: 29 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure 2024-12-0529 min

Your Life Your WealthAvoiding 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their...2024-11-2128 min

Your Life Your WealthNew 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network...2024-11-1428 min

Your Life Your WealthGuidance 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Fi...2024-11-0724 min

Your Life Your WealthThe 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by...2024-10-3124 min

Your Life Your WealthInherited 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by...2024-10-2428 min

Your Life Your WealthGenerational 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is...2024-10-1729 min

Your Life Your WealthHaving 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Fi...2024-10-1028 min

Your Life Your WealthYour 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 Visit Our Website Join Our Email List Additional Mercer Advisors Di...2024-10-0328 min

Your Life Your WealthDo 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 Visit Our Website Join Our Email List Additional Mercer Advisors Di...2024-09-2620 min

Your Life Your WealthRetirement 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 Visit Our Website Join Our Email List Ad...2024-09-1926 min

Your Life Your WealthTax 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 Visit Our Website Jo...2024-09-1224 min

Your Life Your WealthReturning 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 2024-09-0519 min

Your Life Your WealthIs 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services pr...2024-08-2222 min

Your Life Your WealthBig 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco...2024-08-1524 min

Your Life Your WealthYour 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 Vi...2024-08-0831 min

Your Life Your WealthBenefits 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in the...2024-08-0123 min

Your Life Your WealthBaby 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 Visit...2024-07-2531 min

Your Life Your WealthYou 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordas...2024-07-1824 min

Your Life Your WealthMore 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 Visit Our Website Join Our Email List Additional Merc...2024-07-1125 min

Your Life Your WealthRules 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 Visit Our Website Join Our Email List Ad...2024-06-2726 min

Your Life Your WealthInsurance 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 Visit Our Website Join Our Email List ...2024-06-2025 min

Your Life Your WealthWith 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All service...2024-06-1324 min

Your Life Your WealthShould 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 Visit Our Website Join O...2024-06-0623 min

Your Life Your WealthBuckets 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network...2024-05-3024 min

Your Life Your WealthUsing 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their indiv...2024-05-2324 min

Your Life Your WealthDo 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by C...2024-05-1623 min

Your Life Your WealthBuilding 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 Visit Our Website Join Our Email List...2024-05-0925 min

Your Life Your WealthCan 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure 2024-05-0223 min

Your Life Your WealthHow 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided i...2024-04-2521 min

Your Life Your WealthA 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network...2024-04-1822 min

Your Life Your WealthLife 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename...2024-04-1123 min

Your Life Your WealthYour 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tr...2024-04-0425 min

Your Life Your WealthWill 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cord...2024-03-2821 min

Your Life Your WealthKeeping 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 Visit Our Website Join Our Email List 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 I...2024-03-2121 min

Your Life Your WealthHow 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 Visit Our Website Join Our Email List 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 M...2024-03-1428 min

Your Life Your WealthEstate 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure...2024-03-0719 min

Your Life Your WealthYour 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a...2024-03-0117 min

Your Life Your WealthOptimizing 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services...2024-02-2329 min

Your Life Your WealthThings 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided...2024-02-1621 min

Your Life Your WealthYou 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cord...2024-02-0921 min

Your Life Your WealthCash 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Fina...2024-02-0223 min

Your Life Your WealthThe 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual c...2024-01-2625 min

Your Life Your WealthThe 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 Visit Our Website Join Our Email List 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 Glo...2024-01-1923 min

Your Life Your WealthFeelings About Finances: The Gender Difference # 425Today, 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a traden...2024-01-1226 min

Your Life Your WealthYour 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in th...2024-01-0523 min

Your Life Your WealthYour 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are...2023-12-1519 min

Your Life Your WealthThe Benefits of an Early Start when Your Family and Advisor Connect # 422Having 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 Visit Our Website Join Our Email List 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 Gl...2023-12-0818 min

Your Life Your WealthYour Financial Planning vs. a One Time Financial Plan # 421There’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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a...2023-12-0116 min

Your Life Your WealthUnexpected Early Retirement - Are You Prepared #420Planning 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 Visit Our Website Join Our Email List...2023-11-1716 min

Your Life Your WealthYour Health, Wealth and Longevity # 419Financial 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is...2023-11-1022 min

Your Life Your WealthLiving Your Purposeful Retirement # 418During 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 Visit Our Website Join Our Email List 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 i...2023-11-0321 min

Your Life Your WealthWhat Happens when Student Loan Repayment and Retirement Planning Converge? # 417Today, 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 Visit Our Website Join Our Email List 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...2023-10-2722 min

Your Life Your WealthWhy Cash Should be a Part of Your Investment Portfolio # 416Having 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 Visit Our Website Join Our Email List 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 G...2023-10-2019 min

Your Life Your WealthCharitable Gift Annuities # 415The 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are p...2023-10-1320 min

Your Life Your WealthExpenses That Could Jeopardize Your Retirement Plans #414You’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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All serv...2023-10-0725 min

Your Life Your WealthFinancial Relativity: Help in Clarifying Your View # 413Attempting 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 Visit Our Website Join Our Email List 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 repr...2023-09-2917 min

Your Life Your WealthYour Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412Having 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 Visit Our Website Join Our Email List 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...2023-09-2223 min

Your Life Your WealthBuilding Your Investment Portfolio One Brick at a Time # 411In 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 Visit Our Website Join Our Email List 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...2023-09-1515 min

Your Life Your WealthTax Planning Now and Throughout Your Retirement # 410Focusing 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network inves...2023-09-0824 min

Your Life Your WealthYour Financial Plan for Living Until Age 100 # 409Why 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 Visit Our Website Join Our Email List Additional Mercer...2023-09-0125 min

Your Life Your WealthWhat Will the Charles Schwab Acquisition of TD Ameritrade Mean for You? # 408Organizations 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 Visit Our Website Join Our Email List 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 a...2023-08-2515 min

Your Life Your WealthInvesting and Golf: More in Common Than You May Imagine # 407If 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in...2023-08-1818 min

Your Life Your Wealth5 Roth IRA Mistakes You Can Avoid # 406Roth 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 Visit Our Website Join Our Email List 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 I...2023-08-1115 min

Your Life Your WealthA Family Health Crisis: How Would You Manage? # 405Being 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 Visit Our We...2023-08-0422 min

Your Life Your WealthInvesting in Your Later Years # 404There’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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tra...2023-07-2819 min

Your Life Your WealthMid-Life Investing: Opportunities for Your Future Financial Security # 403As 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 securit...2023-07-2118 min

Your Life Your WealthThe Family Office: Your Comprehensive Financial Solution # 402If 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 Visit Our Website 2023-07-1419 min

Behind the Markets PodcastBehind the Markets Podcast: Steve Cordasco, Srinivas Thiruvadanthai, & Gaurav SinhaShow from 4/12/19How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune inGuests:Steve Cordasco, Founder and CEO of the Cordasco Financial NetworkFollow CFN on Twitter: @CFNPlanFor more info on CFN visit their website: https...2019-04-1250 min

Behind the Markets PodcastBehind the Markets Podcast: Steve Cordasco, Srinivas Thiruvadanthai, & Gaurav SinhaShow from 4/12/19 How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune in Guests: Steve Cordasco, Founder and CEO of the Cordasco Financial Network Follow CFN on Twitter: @CFNPlan For more info on CFN visit their website: https://cfnplan.com/ Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center ...2019-04-1150 min