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Your Life Your Wealth

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Now displaying: Category: general
Aug 12, 2022

As an investor, you’re excited to see growth. As you save and invest that growth is important, but you need to know why you’re building wealth. It’s not just about having more money. John Walker and Advisor Ryan Flurer of Cordasco Financial Network, a part of Mercer Advisors, share insights on why having a discussion on specific investment options before creating your overall strategic plan is likely not a sound approach.

Listening Time: 21 minutes

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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.

Aug 6, 2022

Would you know how to handle a windfall of cash if it came your way? Whether it be from an inheritance, sale of your business or property, a legal settlement, or even a big lottery win, a large and unexpected influx of money can create great opportunity, but it also comes with potential pitfalls. John Walker of Cordasco Financial Network, a part of Mercer Advisors, helps you prepare.

Listening Time: 17 minutes

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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.

 

Jul 29, 2022

Risk tolerance, capacity and need are three important components of successful investing. John Walker and and Tim Joseph, CFP® and CPA, from Cordasco Financial Network, a part of Mercer Advisors, define each distinctly different category of risk. They offer guidance on how careful risk management works to your financial advantage.

Listening Time: 21 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.

 

Jul 22, 2022

At Cordasco Financial Network, a part of Mercer Advisors, we regularly receive questions via email from listeners like you. This week, Dennis Jablonoski CRPS® and Tim Joseph, CFP® and CPA, address several questions covering a cross-section of our listener’s financial interests. Will your question be included?

Listening Time: 23 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.

 

Jul 8, 2022

Inflation has reached heights not seen in more than 50 years. It’s an inescapable reality at the gas pump, grocery market, and everywhere else we spend our money. There is no shortage of reasons discussed, both real and imagined. Understanding the difference between the real root causes of inflation, and the common myths about why inflation is occurring at this time, is an important part of understanding our economy and its various cycles. John Walker of Cordasco Financial Network, a part of Mercer Advisors, discusses the in-depth article on inflation recently released by Don Calcagni, MBA, MST, CFP®, AIF®, Chief Investment Officer at Mercer Advisors.

Listening Time: 26 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.

 

Jul 1, 2022

People often encounter difficulties such as the loss of identity and self worth as they enter retirement. Coping with a drastic change in lifestyle is something people are often reluctant to discuss, even though they may need guidance. John Walker and Dennis Jablonoski of Cordasco Financial Network, a part of Mercer Advisors, welcome George Jerjian, author and retirement coach. They discuss his extensive research, and outline ways you can find passion and purpose as you enter this new phase of life.

Listening Time: 28 mins

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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.

Jun 24, 2022

Your investment portfolio is only a piece of your overall financial plan. Having a financial plan helps you set clear goals and objectives, articulates actions and deliverables, and is comprised of much more than just a collection of accounts and securities. Today, John Walker and Evan Salter of Cordasco Financial Network, a part of Mercer Advisors, discuss the distinction between a plan and a portfolio and why having a plan leads to a greater probability of financial success.

Listening Time: 22 minutes

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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.

Jun 10, 2022

Inflation, choppy markets, and political uncertainty are causing economic challenges that investors can’t change, but you can take steps to mitigate their impact. Mercer Advisors’ John Walker and Tim Joseph, CFP® and CPA, discuss smart tax planning moves you can make right now to help improve your own personal economic conditions.

Listening Time: 16 minutes

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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.

Jun 3, 2022

You have a far better chance of meeting your financial goals by investing for the long-term. The buy and quick-sell mentality of trying to “time the markets” can bring a quick profit, but this is more like gambling than investing. No one really knows the optimal time to buy or sell a security. Mercer Advisors’ John Walker and Dennis Jablonoski discuss the benefits of “time in the market” which should always include strategies such as regular rebalancing and careful evaluation of your holdings.

Listening Time: 22 minutes

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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.

May 20, 2022

Interest rate hikes may not be welcomed by everyone, but current retirees and those nearing retirement can benefit as rates go up. If a portion of your income is derived from fixed income investments, those yields will likely rise. Additionally, you may be particularly happy if your cashflow plan includes annuity payments. John Walker and Ryan Flurer with the Cordasco team at Mercer Advisors explain.

Listening Time: 19 minutes

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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.

May 13, 2022

As market volatility and inflation continue to dominate our consciousness, Steve Cordasco, Director and Senior Wealth Advisor at Cordasco Financial Network, a partner of Mercer Advisors, shares his insights on current economic conditions. Steve also illustrates the differences between market corrections, which we’ve experienced several times recently, and a bear market.  He offers historical perspective, views on what may lie ahead, and he discusses some defensive moves you may want to consider to help ease your personal financial anxieties.   

Listening Time: 28 minutes

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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.

May 6, 2022

Some people who have amassed great wealth and live modestly, while others let their lifestyle reflect their significant wealth. A financial “Catch 22” for living in retirement is often finding the right lifestyle balance to suit both your ability to enjoy what you’ve saved and maintain careful spending so you don’t run out of money. CFN’s John Walker and Ryan Flurer discuss ways to address the financial and psychological challenges of spending during your retired years and what role good planning plays in the process.

Listening Time: 21 minutes

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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.

Apr 29, 2022

Stock and bond markets, interest rates, and inflation take center stage as Steve Cordasco talks with Don Calcagni, MBA, MST, CFP®, AIF®, Chief Investment Officer with our new partners at Mercer Advisors. They help you better understand how current volatile market conditions impact your portfolio design.

Listening Time: 34 minutes

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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.

Apr 22, 2022

There are distinct differences between the money management needs of men and women. Women also have particular retirement planning needs. Pay disparity, career pauses for child or elder care, and the fact that women, most-often, live longer than men create unique challenges. The convergence of these facts help us better understand why women often have quite different planning requirements when compared to their male counterparts. CFN’s John Walker welcomes Kara Duckworth, CFP®, CDFA®, Managing Director of Client Experience at CFN’s new partner, Mercer Advisors. They discuss financial and retirement planning specifically designed to address the needs of women.

Listening Time: 24 minutes

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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.

Apr 15, 2022

Purchasing a home without a mortgage is increasingly common in today’s hot real estate market. Investors owning cryptocurrency is not unusual. The IRS, of course, has taken notice and is increasing scrutiny of these and other financial activities to make certain you pay your fair share of taxes. Ian Comisky, partner in the law firm of Fox Rothschild, author and law professor at the University of Pennsylvania joins today’s podcast. Ian joins Steve Cordasco each year at this time to discuss new tax law, forthcoming federal regulations and IRS enforcement.

Listening Time: 20 minutes

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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.

 

 

 

Apr 8, 2022

Encouraging news for retirement savers may be coming, thanks to SECURE Act 2.0 legislation. The acronym stands for Setting Every Community Up for Retirement Enhancement. This is a follow-up to the original SECURE Act that passed with bipartisan support in Congress a couple of years back. Today, Steve Cordasco details many provisions of the bill aimed at making saving for retirement easier and more beneficial to an even larger pool of participants.

Listening Time: 26 minutes

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. Securities offered through Andrew Garrett Inc, member FINRA/SIPC. Andrew Garrett is not affiliated with Cordasco Financial or Mercer Global Advisors.

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Apr 1, 2022

Over the last 2 years we’ve experienced a boom in the housing market with prices and demand at an all-time high, and interest rates and inventory at historic lows. Now, mortgage rates are beginning rise. CFN’s John Walker is joined by Dr. Jessica Lautz, Vice President of Demographics and Behavioral Insights for the National Association of Realtors. They discuss the current state of the housing market and how home values may be impacted, if interest rates continue to rise.

Listening Time: 26 minutes

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.

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Mar 25, 2022

The Fed has started to increase interest rates, and it may be a good time for you to gain a better understanding of the role bonds play in your investment or retirement portfolio. Cordasco Financial Network’s John Walker is joined by Dennis Jablonoski of our Investment Team and Financial Planner Ryan Flurer. They discuss the appropriate use of bonds and bond funds in your portfolio, and offer clarity on the recently increased attention being given to bond alternatives.

Listening Time: 23 minutes

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.

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Mar 18, 2022

Recent market volatility resulting from the pandemic, inflation and now the Russian invasion of Ukraine has become a wake-up call for many. For several years, the stock market seemed to be going nowhere but up.  Investor’s confidence in a rising stock market had caused some to more heavily invest in equities. Now may be a good time to take a careful look at your investment mix. Cordasco Financial Network’s John Walker is joined by Tim Joseph CFP® and CPA to discuss the need to ensure that the investment risk you’re taking across all of your accounts, including your 401k, is aligned with your risk tolerance.

Listening Time: 22 minutes

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.

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Mar 11, 2022

At Cordasco Financial Network we are frequently asked about the use of trusts in estate planning. There are many scenarios where a trust is the most appropriate method for passing your wealth to your heirs. Setting up a trust can be a cost effective option, and is available to everyone regardless of the size of their estate. Trusts avoid probate, offer tax advantages and allow you to keep control of your assets. For details on the many benefits using trusts in estate planning, we’re joined by one of CFN’s new partners at Mercer Advisors. John Walker welcomes  Attorney Jeremiah Barlow, Executive Vice President and Head of Family Wealth Services at Mercer Advisors.

Listening Time: 19 minutes

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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Dec 23, 2021

CFN’s Retirement Plan Specialist Dennis Jablonoski, CRPS® talks with Tim Joseph CFP® and CPA. Tim explains how various forms of retirement income are taxed and the planning necessary to meet those obligations.

Listening Time: 19 minutes

Dec 17, 2021

The Federal Reserve recently announced it will take action to reduce inflation. The Fed has indicated it will end its asset buying program and also plans on making three interest rate hikes in 2022. Cordasco Financial Network’s John Walker is joined by Larry Shaw and Dennis Jablonoski of the CFN Investment Committee to discuss the potential impact the Fed’s latest announcement may have on your investment planning in the coming year.

Listening Time: 22 minutes

Dec 9, 2021

It’s Cordasco Financial Network’s 10th anniversary.  Steve Cordasco is joined by Jim Tate for this Special Edition podcast.  They share exciting news about new opportunities and discuss the growth and future of the firm.

Listening Time: 15 minutes

Dec 4, 2021

A sizable Social Security cost of living adjustment takes effect in 2022.  For most recipients however, that increase will be offset, and in some cases exceeded by, an increase in Medicare premiums. CFN’s John Walker and Tim Joseph, CFP, CPA, detail the reasons for the current steep increase in Medicare costs. They also discuss what you can do to reduce your annual taxable income to help ensure that you are paying the smallest possible amount in Medicare premiums.

Listening Time: 19 minutes

Nov 23, 2021

The holiday season is officially here.  It’s a time when many of us gather with family to celebrate. Talking about money over turkey may be less stressful than getting into politics or social issues. Whether it’s about gratitude or charitable giving, safe money discussions are a natural way to avoid indigestion. CFN’s Dennis Jablonoski and Jim Tate, CPA, talk about safe money discussions you can have around your holiday table, conversations you won’t regret!

Listening Time: 20 minutes

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