Interest rate hikes may not be welcomed by everyone, but current retirees and those nearing retirement can benefit as rates go up. If a portion of your income is derived from fixed income investments, those yields will likely rise. Additionally, you may be particularly happy if your cashflow plan includes annuity payments. John Walker and Ryan Flurer with the Cordasco team at Mercer Advisors explain.
Listening Time: 19 minutes
Additional Mercer-Cordasco Disclosure Information
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.
As market volatility and inflation continue to dominate our consciousness, Steve Cordasco, Director and Senior Wealth Advisor at Cordasco Financial Network, a partner of Mercer Advisors, shares his insights on current economic conditions. Steve also illustrates the differences between market corrections, which we’ve experienced several times recently, and a bear market. He offers historical perspective, views on what may lie ahead, and he discusses some defensive moves you may want to consider to help ease your personal financial anxieties.
Listening Time: 28 minutes
Additional Mercer-Cordasco Disclosure Information
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.
Some people who have amassed great wealth and live modestly, while others let their lifestyle reflect their significant wealth. A financial “Catch 22” for living in retirement is often finding the right lifestyle balance to suit both your ability to enjoy what you’ve saved and maintain careful spending so you don’t run out of money. CFN’s John Walker and Ryan Flurer discuss ways to address the financial and psychological challenges of spending during your retired years and what role good planning plays in the process.
Listening Time: 21 minutes
Additional Mercer-Cordasco Disclosure Information
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.