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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: January, 2023
Jan 27, 2023

No matter what age or stage of life, there is likely to be trouble or strife that you must deal with. It’s the natural order of things. That’s life. Your employment status, politics, rising interest rates and all that you face in your personal life may cause you to be feeling uneasy or uncertain about the future. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined once again by Behavioral Economist Dr. Sarah Newcomb. They discuss best practices for managing uncertainties, particularly those related to your finances.

Listening Time: 37 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.

Jan 20, 2023

Purchasing a home, particularly a first home, can be a stressful time. Parents often want to help. Selecting a home, determining a down payment, getting a mortgage, arranging inspections and other important considerations mean home buyers need guidance from both real estate professionals and financial professionals. Parents frequently offer monetary assistance with the purchase, but their financial involvement must be carefully planned and managed in order to benefit their children and themselves. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Megan Kelly, Real Estate Professional with Compass Realty in Havertown, PA, along with CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network.

Listening Time: 25 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.

Listening Time: 25 minutes

Jan 13, 2023

The new year can be an opportunity for a fresh start. We often strive to get back on track with health and fitness, attitude or outlook, but what about our finances? Resolving to be more attentive to our financial well-being can pay big dividends in the years ahead. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses planning and investment goals to consider as part of your overall fresh outlook for the new year.

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.

Jan 6, 2023

Vowing to be more organized in the new year is a very common resolution, but will it apply to your finances? Accumulating or hoarding assets doesn’t sound like a problem, but it can easily become a major complication if someone else needs to sort out your financial affairs. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the importance of having your financial house in order. He details how organizing and simplifying your holdings can make your life, and the lives of those you most care about, more secure and easier to manage.

Listening Time: 18 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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