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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: October, 2023
Oct 27, 2023

Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Financial Planner Dennis Jablonoski to discuss newly released data on the impact the resumption of student loan repayments may have on retirement savings.

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.

Oct 20, 2023

Having a well-diversified investment portfolio is one of the most basic guidelines in financial planning. Having cash on-hand should be part of that plan. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why having a part of your portfolio in cash is necessary.

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.

Oct 13, 2023

The giving season is fast approaching. Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA, and Ryan Flurer, Wealth Manager, to discuss charitable gift annuities. Learn how to make a significant donation to your charity of choice while receiving beneficial tax treatment and more.

Listening Time: 20 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.

Oct 6, 2023

You’ll spend a good part of your working life saving for your retirement. Once you reach your goals, you want to feel confident that what you’ve saved will be enough to cover your financial needs throughout your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the importance of anticipating, and planning for, unexpected expenses that could derail your retirement.

Listening Time: 25 minutes

Mercer-Cordasco Disclosure Information

Visit Our Website

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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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