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.
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.
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.
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.