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Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Now displaying: December, 2022
Dec 27, 2022

Available opportunities to reduce your tax bill for 2022 are fleeting, but there are still some important moves you should consider now. John Walker, Regional Vice President, Mercer Advisors, welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim shares year-end tax tips that could reduce your tax burden come April 15th.

Listening Time: 24 minutes

Mercer-Cordasco Disclosure Information

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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.

Dec 22, 2022

Helping others through charitable giving can be rewarding to the giver and receiver. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of giving with Andrea Rodgers, Executive Director of the Starfinder Foundation and Paul Howard, Executive Director of The Philadelphia Union Foundation. John also welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim discusses tax efficient ways to make charitable donations during the holiday season and throughout the year.

Mercer Advisors is not affiliated with nor does it endorse the featured speakers or the organizations the featured speakers represent.

Listening Time: 32 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.

Dec 16, 2022

On today’s podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses two strategies for retirement planning. John explains the differences between probability-based planning and guaranteed income planning, as well as how the methods can work together in your retirement plan.

Listening Time: 19 minutes

Mercer-Cordasco Disclosure Information

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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.

Dec 9, 2022

According to the Society of Actuaries, average life expectancy in the U.S. has increased from 68.14 years in 1950 to 76.1 years in 2021. Living longer likely means more years in retirement and more savings necessary for what could be a full one-third of our lives. A long life can be a blessing, but living longer is considered to be just one of many risks today’s retirees will face. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses several risks and the careful approach to planning that is necessary to ensure you don’t outlive your money. 

Listening Time: 22 Minutes

Mercer-Cordasco Disclosure Information

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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.

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

Mercer-Cordasco Disclosure Information

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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.

 

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