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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: May, 2023
May 26, 2023

People who are saving for retirement sometimes fail to consider how living longer will affect how much they’ll need once they stop working. Today, John Walker, Regional Vice President, Mercer Advisors, discusses retirement planning strategies to avoid longevity risk.

Listening Time: 23 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.

May 19, 2023

Retirees sometimes second-guess, or even get a bit uneasy, about spending their hard-earned savings when the regular weekly paycheck from their employer has stopped. Today, John Walker, Regional Vice President, Mercer Advisors, discusses strategies to help you more comfortably spend and enjoy the retirement dollars you’ve accumulated. There is likely no need to deprive yourself of things that make you happy and you may easily afford.

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.

May 12, 2023

Recent market volatility and the changing economic landscape are among the most common reasons investors give for not taking full advantage of their retirement savings opportunities. If you’re nearing retirement and want to maximize your 401(k) benefits, there are several mistakes you should avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors colleague Dennis Jablonoski, Chartered Retirement Plan SpecialistSM. They discuss ways to help you along the path to a more secure retirement.

Listening Time: 29 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.

May 5, 2023

In order to reduce their tax burden, some retirees move to states that don’t assess personal income taxes. Depending on your lifestyle however, there may not be any real tax savings since revenues in these “lower-tax” states are often made up in other ways. Today, John Walker, Senior Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, help sort fact from fiction for those planning to move out of state to reduce their overall tax liability.

Listening Time: 19 minutes

Mercer-Cordasco Disclosure Information

Visit Our Website

Join Our Email List

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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