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Your Life Your Wealth

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Now displaying: Page 1
Dec 2, 2022

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

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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.

 

Nov 22, 2022

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

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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.

Nov 18, 2022

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

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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.

Nov 11, 2022

Some of us have preconceived notions about saving for retirement during our working years and spending during our retired years. Those misconceptions can become ingrained in our minds, leading us to believe they are true even when they are not. Some believe that planning, in all stages of life, should only be about growth and accumulation, but as we save for retirement, cashflow planning for our retirement years is critical and often overlooked. As planners we address those misconceptions. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph, CERTIFIED FINANCIAL PLANNERTM professional and CPA, of Cordasco Financial Network, a part of Mercer Advisors discuss how having a solid cashflow plan is important in promoting financial confidence in our retirement years.

Listening Time: 22 minutes

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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.

Nov 4, 2022
As you go through life, transitions and changes are inevitable. Major events such as starting a new job, getting married, buying a home or entering retirement influence how you view and plan for the future. They impact your needs and require a periodic look at your planning strategy. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Planner Evan Salter. They discuss the importance of reevaluating, and potentially revising your plans to help you secure your financial future as these and other life changing events occur. 
 
Listening Time: 24 minutes

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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.

Oct 28, 2022

Some workers are delaying retirement because of rising inflation. Twice as many potential retirees are staying on the job when compared to last year. Delaying retirement can impact more than just the retiree. It will likely reduce an employers’ ability to hire new workers, promote personnel and lighten payroll by having fewer long-tenured employees. John Walker, Regional Vice President, Mercer Advisors, and Dennis Jablonoski, Retirement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors, look at the stats and discuss ways this trend could be reversed.

Listening Time: 22 minutes

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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.

Oct 21, 2022
Having a family member who lives with a physical or intellectual disability, or some degree of impairment (such as an injury, illness or chronic condition), is far more common than you may realize. Financial planning for these individuals is often a complicated matter. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Christopher Currin, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER TMMercer Advisors. They discuss the various strategies necessary when planning for individuals with special needs to assist them in living secure and fulfilling lives.
 
Listening Time: 37 minutes

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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.

Oct 14, 2022

Psychology and emotions play a large role in how we think about money and investing.  All too often, our financial decisions are impacted by our thoughts and perceptions of the moment.  Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, welcomes to the podcast Sarah Newcomb, Behavioral Economist for Morningstar. They discuss the many ways psychology can either help or hinder the financial decision we make.

Listening Time: 25 minutes

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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.

 

Oct 7, 2022

Since becoming a part of Mercer Advisors, Cordasco Financial Network has increased the number of financial services we offer to help guide you with Your Life and Wealth.  Among them, is providing assistance navigating the often-complicated world of Medicare. Today, Steve Cordasco, Director and Senior Wealth Advisor at Mercer Advisors, welcomes Ari Parker, J.D., Lead Licensed Advisor at Chapter.  Ari oversees an organization providing clients of Cordasco Financial Network help in dealing with the challenges of Medicare which include everything from the sign-up process to and finding the most cost-effective plan for your individual situation. Jim Tate, CPA and Wealth Advisors also joins Steve to discuss his personal experience in working with Chapter.

Listening Time: 18 minutes

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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.

 

Sep 30, 2022

Are the markets testing your patience? Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares historical data, lessons learned, and valuable insights recently published online by Don Calcagni, Chief Investment Officer, Mercer Advisors. John also discusses the importance of professional guidance in helping you keep your long term financial objectives in view.

Listening Time: 18 minutes

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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.

 

Sep 26, 2022

Now may be a good time to learn about the intriguing relationship between wealth and wellbeing. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses why there is often a disconnect between the two. He shares the story of Hetty Green and insights on why some wealthy individuals may never derive a sense of emotional well being from their financial security. Others can easily find emotional comfort, satisfaction and a true sense of well being despite having far less means.

Listening Time: 19 minutes

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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.

 

Sep 16, 2022

For consumers who purchased electric vehicles, home appliances, health insurance from the exchanges, or participated in a Medicare program, there are several new tax benefits you should know about which could produce tax savings. John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph, CFP® and CPA, of Cordasco Financial Network, a part of Mercer Advisors, share the details.

Listening Time: 21 minutes

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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.

 

Sep 9, 2022

There is an increasing awareness regarding the importance of teaching students about money. The number of school districts around the country now mandating financial literacy courses beginning as early as elementary school and continuing through high school is growing. John Walker and Dennis Jablonoski of Cordasco Financial Network, a part of Mercer Advisors, discuss this national trend with Dr. Billy J. Hensley, President and CEO of NEFE, the National Endowment for Financial Education.

Listening Time: 34 mins

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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.

 

Sep 2, 2022

Dennis Jablonoski, Certified Retirement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors and John Walker, Regional Vice President, Mercer Advisors, discuss the origins of retirement planning. They also describe how the concept of large companies providing pensions for an aging workforce moving into retirement was a motivating factor in the creation of our nation’s Social Security system.

Listening Time: 23 minutes

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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.

 

Aug 26, 2022

Mom and Dad’s long-held opinions about money and finances may not be relevant today. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, outlines 5 generational beliefs about how you earn, save and spend that may no longer be appropriate in today’s world.

Listening Time: 19 minutes

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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.

 

Aug 19, 2022

There are several retrement plan optons available to business owners and employees. Dennis Jablonoski, Certfied Retrement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors joins John Walker, Regional Vice President, Mercer Advisors, to discuss IRAs, Simple, SEP and Defined Benefit Plans.

Listening Time: 22 minutes

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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.

 

Aug 12, 2022

As an investor, you’re excited to see growth. As you save and invest that growth is important, but you need to know why you’re building wealth. It’s not just about having more money. John Walker and Advisor Ryan Flurer of Cordasco Financial Network, a part of Mercer Advisors, share insights on why having a discussion on specific investment options before creating your overall strategic plan is likely not a sound approach.

Listening Time: 21 minutes

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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.

Aug 6, 2022

Would you know how to handle a windfall of cash if it came your way? Whether it be from an inheritance, sale of your business or property, a legal settlement, or even a big lottery win, a large and unexpected influx of money can create great opportunity, but it also comes with potential pitfalls. John Walker of Cordasco Financial Network, a part of Mercer Advisors, helps you prepare.

Listening Time: 17 minutes

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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.

 

Jul 29, 2022

Risk tolerance, capacity and need are three important components of successful investing. John Walker and and Tim Joseph, CFP® and CPA, from Cordasco Financial Network, a part of Mercer Advisors, define each distinctly different category of risk. They offer guidance on how careful risk management works to your financial advantage.

Listening Time: 21 minutes

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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.

 

Jul 22, 2022

At Cordasco Financial Network, a part of Mercer Advisors, we regularly receive questions via email from listeners like you. This week, Dennis Jablonoski CRPS® and Tim Joseph, CFP® and CPA, address several questions covering a cross-section of our listener’s financial interests. Will your question be included?

Listening Time: 23 minutes

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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.

 

Jul 8, 2022

Inflation has reached heights not seen in more than 50 years. It’s an inescapable reality at the gas pump, grocery market, and everywhere else we spend our money. There is no shortage of reasons discussed, both real and imagined. Understanding the difference between the real root causes of inflation, and the common myths about why inflation is occurring at this time, is an important part of understanding our economy and its various cycles. John Walker of Cordasco Financial Network, a part of Mercer Advisors, discusses the in-depth article on inflation recently released by Don Calcagni, MBA, MST, CFP®, AIF®, Chief Investment Officer at Mercer Advisors.

Listening Time: 26 minutes

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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.

 

Jul 1, 2022

People often encounter difficulties such as the loss of identity and self worth as they enter retirement. Coping with a drastic change in lifestyle is something people are often reluctant to discuss, even though they may need guidance. John Walker and Dennis Jablonoski of Cordasco Financial Network, a part of Mercer Advisors, welcome George Jerjian, author and retirement coach. They discuss his extensive research, and outline ways you can find passion and purpose as you enter this new phase of life.

Listening Time: 28 mins

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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.

Jun 24, 2022

Your investment portfolio is only a piece of your overall financial plan. Having a financial plan helps you set clear goals and objectives, articulates actions and deliverables, and is comprised of much more than just a collection of accounts and securities. Today, John Walker and Evan Salter of Cordasco Financial Network, a part of Mercer Advisors, discuss the distinction between a plan and a portfolio and why having a plan leads to a greater probability of financial success.

Listening Time: 22 minutes

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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.

Jun 10, 2022

Inflation, choppy markets, and political uncertainty are causing economic challenges that investors can’t change, but you can take steps to mitigate their impact. Mercer Advisors’ John Walker and Tim Joseph, CFP® and CPA, discuss smart tax planning moves you can make right now to help improve your own personal economic conditions.

Listening Time: 16 minutes

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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.

Jun 3, 2022

You have a far better chance of meeting your financial goals by investing for the long-term. The buy and quick-sell mentality of trying to “time the markets” can bring a quick profit, but this is more like gambling than investing. No one really knows the optimal time to buy or sell a security. Mercer Advisors’ John Walker and Dennis Jablonoski discuss the benefits of “time in the market” which should always include strategies such as regular rebalancing and careful evaluation of your holdings.

Listening Time: 22 minutes

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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.

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