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
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.
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
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.
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
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.