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
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.
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.
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.
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.
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
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.