Strategic planning for the money we earn, save and invest is essential in helping to create a successful retirement, but there’s more to consider. Today, John Walker, regional Vice President, Mercer Advisors, discusses 7 habits that can improve your satisfaction and help make your retired years happier.
Listening Time: 19 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 organizations offer stock as part of their employee compensation package. Other companies offer some form of deferred compensation. These arrangements can often create concentrated stock positions and unique tax and retirement planning challenges. Today, John Walker, Regional Vice President, Mercer Advisors is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Director of Mercer Advisor’s offices in Radnor, PA. They discuss ways to attain maximum benefit from various types of employee compensation.
Listening Time: 40 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.
Ever dream about spending your retired years living abroad? For some, it’s a pipe dream. Other’s have made it their reality. Today, John Walker, Senior Vice President, Mercer Advisors, speaks with Janet Blaser, who lived and worked in California, before retiring full-time in Mazatlan, Mexico.
Listening Time: 30 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.
It’s common to look at others from afar and judge just how well you think they’re doing financially. Comparing your own personal financial status with the apparent prosperity of others can be a detriment to both your emotional and financial wellbeing. Driving an expensive vehicle, living in a massive house, or wearing high-priced fashions or jewelry may be more indicative of someone’s debt, and not necessarily their wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why it’s important to focus on reaching your own financial goals without needless comparisons to others.
Listening Time: 17 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.