Your Life Your Wealth
336 episodes - English - Latest episode: 8 days ago - ★★★★★ - 27 ratingsExclusive 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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Episodes
Life and Wealth: The Unbreakable Link # 438
April 11, 2024 09:44 - 23 minutes - 32.8 MBThe very essence of this weekly podcast is about the inevitable intersection of Life and Wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how your personal finances and your lifestyle are intertwined. He talks about the need to assess, and sometimes reassess, your priorities as you plan for retirement. Will you have the financial capability to enjoy your retired years as you imagined? Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit...
Your 401k: Take It, Leave It, or Roll it into an IRA # 437
April 04, 2024 09:23 - 25 minutes - 34.8 MBYour 401k: Take It, Leave It, or Roll it into an IRA # 437 When you leave your employer, you have several options in dealing with your 401k. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by his Mercer Advisors’ colleague Dennis Jablonoski, Certified Retirement Plan Specialist. They discuss several effective ways to deploy your existing retirement plan dollars when you leave an employer. Listening Time: 25 minutes Mercer-Cordasco Disclosure Information Visit...
Will You Escape the Dreaded IRS Audit # 436
March 28, 2024 09:58 - 21 minutes - 28.9 MBThere have been reports that the IRS has strengthened its enforcement efforts. With this year’s tax filing deadline quickly approaching, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER ™ professional and CPA. They address several frequently asked questions about IRS audits. Plus, Tim shares a few tax filing tips to keep in mind. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Websi...
Keeping It Simple: A Strategy for Investing # 435
March 21, 2024 18:52 - 21 minutes - 29.5 MBAccomplishing things in a straight-forward and uncomplicated manor has a way of making life easier. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how to apply this philosophy to your financial and retirement planning to help increase your probability of success. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All service...
How You Can Better Understand What Drives Your Investment Behaviors # 434
March 14, 2024 10:49 - 28 minutes - 38.9 MBPsychologists remind us that our thinking and reasoning are often influenced by our preconceived notions or ideas. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to identify, as well as work with and around, biases we may have relating to money and investing. Listening Time: 28 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All servi...
Estate Planning: The Reasons Why # 433
March 07, 2024 15:28 - 19 minutes - 26.9 MBThere are several reasons why you should consider putting your financial affairs in order before you die. Among them, is that estate planning can help clear your own mind and help give your heirs direction in fulfilling your wishes in their time of grief. Today, John Walker, Regional Vice President, Mercer Advisors is joined by colleague Ryan Flurer, Financial Planner at Mercer Advisors. They discuss the benefits of proper estate planning. Listening Time: 19 minutes Mercer-Cordasco Disc...
Your Spirit Animal: What it is and How it Relates to Financial Planning # 432
February 29, 2024 23:11 - 17 minutes - 24.6 MBDid you know that you may have a spirit animal when it comes to your finances? Your spirit animal represents you, your personality, and your attitudes toward investing. Having a little fun today, John Walker, Regional Vice President, Mercer Advisors, will help you determine which spirit animal best describes you. This discussion may help you better understand how and why you make your decisions about money. Listening Time: 17 minutes Mercer-Cordasco Disclosure Information Visit Our We...
Optimizing Your Social Security Benefits # 431
February 23, 2024 10:55 - 29 minutes - 40.5 MBMaximizing Social Security benefits for you and your spouse can be tricky since there are several different options to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by colleague Ryan Flurer, Financial Planner at Mercer Advisors. They discuss Social Security for individuals and married couples and explore several options to help you get the most from this important cashflow source. Listening Time: 29 minutes Mercer-Cordasco Disclosure Information Vis...
Things To Consider if You Plan to Retire in the Next Year or Two # 430
February 16, 2024 11:36 - 21 minutes - 29.1 MBIf your retirement is a year or two away, you should be mindful of changes to the current retirement landscape. The changes result from legislative action and the forthcoming sunsetting of some previously enacted tax laws. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the changes that you, and your financial planning team, may consider for you to be appropriately prepared. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website J...
You Can Avoid Less-Than-Stellar Financial Advice # 429
February 09, 2024 12:21 - 21 minutes - 29.2 MBIn today’s economy, there’s seems to be no shortage of financial advice offered. It may come from friends, family members, co-workers, or even journalists. The problem is that the advice you receive may not be good advice. Today, John Walker, Regional Vice President, Mercer Advisors, discusses some not-so-good advice to avoid, and the value of listening to credentialed professionals. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email L...
Cash is King, but There’s More You Should Know # 428
February 02, 2024 13:16 - 23 minutes - 32.3 MBManaging risk and yield within your portfolio in today’s world, with higher interest rates that likely won’t last, can be a challenge. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Don Calcagni, Chief Investment Officer, Mercer Advisors. They discuss the importance of making the distinction between your short-term cash needs and long-term wealth planning needs. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our E...
The Past, Present and Future of Retirement # 427
January 26, 2024 12:43 - 25 minutes - 34.9 MBThe modern concept of retirement was a long time in coming and will continue to evolve. Lifestyle changes and longevity have had a significant impact on how we plan for, and live in, retirement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the history of retirement and its probable future. Listening Time: 25 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Netwo...
The Value of Knowing Your Net Worth # 426
January 19, 2024 12:32 - 23 minutes - 32.4 MBPutting together a net worth statement may be a good starting point for a more accurate understanding of your financial health. Today, John Walker, Regional Vice President, Mercer Advisors, discusses what’s included in a net worth statement and the benefits of having one. Listening Time: 23 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 C...
Feelings About Finances: The Gender Difference # 425
January 12, 2024 11:35 - 26 minutes - 36.7 MBToday, a discussion on how gender may impact your feelings toward money and money management. Kelly Albert, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors joins John Walker, Regional Vice President, Mercer Advisors, to explore the reasons some men and women have differing views on money and investing. Understanding these potential differences could be a first step to a couple’s future financial security. Listening Time: 26 minutes Mercer-Cordasco Disclo...
Your Investment and Retirement Planning for the New Year # 424
January 05, 2024 11:57 - 23 minutes - 32.8 MBArrival of the New Year may be viewed as an opportunity for a fresh start, a new beginning, or at very least a chance to put your best foot forward. John Walker, Regional Vice President, Mercer Advisors, discusses the importance of placing investment and retirement planning high on your list of “to-dos” for early 2024. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Ne...
Your Year End Tax Planning Reminders # 423
December 15, 2023 10:32 - 19 minutes - 26.4 MBAs the year ends, the holidays arrive and many of us may be busier than ever. But it’s an important time of year to keep your financial wellbeing top of mind. Today, John Walker, Regional Vice President, Mercer Advisors, reminds you of several potentially beneficial tax related moves to consider before the new year arrives. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financia...
The Benefits of an Early Start when Your Family and Advisor Connect # 422
December 08, 2023 22:42 - 18 minutes - 24.8 MBHaving a multigenerational relationship with your advisor can help your adult children get a solid start with financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, discusses those benefits and the advantages of starting a retirement plan as soon as your career begins. Listening Time: 18 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. Al...
Your Financial Planning vs. a One Time Financial Plan # 421
December 01, 2023 11:24 - 16 minutes - 22.1 MBThere’s a big difference between financial planning and obtaining a one-time financial plan. A one-time plan only presents a snapshot of a single moment in time and doesn’t include consideration of life changes you will likely experience. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why dynamic ongoing work with a planning professional can be far better suited to helping you achieve your financial goals. Listening Time: 16 minutes Mercer-Cordasco Disclosure Inf...
Unexpected Early Retirement - Are You Prepared #420
November 17, 2023 09:56 - 16 minutes - 22.3 MBPlanning to work into your late 60’s or beyond may be a good idea in theory, but frequently working longer is not an option. Health concerns or being let go by your employer are likely unforeseen. Does your financial plan include contingencies for retiring earlier than you may have expected? Today, John Walker, Regional Vice President, Mercer Advisors, discusses the need for a retirement plan that includes consideration for those unplanned occurrences that may be on the horizon. Listening ...
Your Health, Wealth and Longevity # 419
November 10, 2023 10:29 - 22 minutes - 30.5 MBFinancial planners help clients manage their money, of course, but may also assist in navigating the physical, psychological and emotional impact of retirement planning, and living in retirement as we age. Making informed choices to stay healthy, fit and financially secure may have a direct connection to how long we live. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the intersection of health, wealth and longevity. Listening Time: 22 minutes Mercer-Cordasco Dis...
Living Your Purposeful Retirement # 418
November 03, 2023 12:24 - 21 minutes - 29.9 MBDuring our working life, some of us define ourselves by what we do for a living. Retirement changes all of that. Today, John Walker, Regional Vice President, Mercer Advisors, takes a deep and insightful dive into the ways and means of finding purpose in life during your retired years. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services p...
What Happens when Student Loan Repayment and Retirement Planning Converge? # 417
October 27, 2023 15:00 - 22 minutes - 30.3 MBToday, 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network in...
Why Cash Should be a Part of Your Investment Portfolio # 416
October 20, 2023 10:57 - 19 minutes - 26.9 MBHaving 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services pr...
Charitable Gift Annuities # 415
October 13, 2023 10:35 - 20 minutes - 27.7 MBThe 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 Visit Our Website Join Our Email List A...
Expenses That Could Jeopardize Your Retirement Plans #414
October 06, 2023 23:08 - 25 minutes - 34.6 MBYou’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 ...
Financial Relativity: Help in Clarifying Your View # 413
September 29, 2023 13:57 - 17 minutes - 24.4 MBAttempting to understand Albert Einstein’s Theory of Relativity can be mind-blowing, but have you ever considered financial relativity? Today, John Walker, Regional Vice President, Mercer Advisors, explains the meaning of financial relativity and how understanding it can give you a clearer perspective on your financial position. Listening Time: 17 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Fi...
Your Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412
September 22, 2023 12:28 - 23 minutes - 31.7 MBHaving a clear financial plan may help ease concerns for many, whether already retired or nearing retirement. What is your view of the future? In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help those with optimistic, or pessimistic, outlooks create a plan for their future. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Netwo...
Building Your Investment Portfolio One Brick at a Time # 411
September 15, 2023 11:55 - 15 minutes - 21.6 MBIn this episode, John Walker, Regional Vice President, Mercer Advisors, discusses the similarities between building a house and constructing a solid investment portfolio. Listening Time: 15 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 inve...
Tax Planning Now and Throughout Your Retirement # 410
September 08, 2023 11:32 - 24 minutes - 33.2 MBFocusing on your tax situation for the current year is important. It’s equally essential to consider how tax planning for today can impact your tax situation in retirement. In this episode, John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, discuss tax planning from a life-long perspective. Listening Time: 24 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List ...
Your Financial Plan for Living Until Age 100 # 409
September 01, 2023 11:38 - 25 minutes - 34.6 MBWhy should my financial plan include a projection for living until the age of 100 when I know I won’t live that long? It’s a question financial professionals are often asked. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Ryan Flurer, Financial Planner at Mercer Advisors, to discuss why it makes sense to assume your lifespan may be far longer than the current national averages of 79 for women and 73 for men. Listening Time: 25 minutes Mercer-Cordasco Disclos...
What Will the Charles Schwab Acquisition of TD Ameritrade Mean for You? # 408
August 25, 2023 10:42 - 15 minutes - 21.2 MBOrganizations merging or being acquired is commonplace in nearly every field. In the world of finance, the recent acquisition of TD Ameritrade by Charles Schwab has some investors concerned. Today, John Walker, Regional Vice President, Mercer Advisors, answers many questions and explains the impact of the two companies becoming one. Listening Time: 15 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco...
Investing and Golf: More in Common Than You May Imagine # 407
August 18, 2023 10:59 - 18 minutes - 25.3 MBIf you’re an investor who also enjoys the game of golf, the similarities between the two may surprise you. Today, John Walker, Regional Vice President, Mercer Advisors, details some of the many parallels that can be drawn between the two including the importance of careful planning, keeping your emotions in check and more. Listening Time: 18 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial...
5 Roth IRA Mistakes You Can Avoid # 406
August 11, 2023 14:34 - 15 minutes - 21.8 MBRoth IRAs offer numerous benefits that make them a preferred choice for many investors. Today, John Walker, Regional Vice President, Mercer Advisors, discusses five mistakes often made while using Roth IRAs and the impact Roth-related errors may have on your retirement savings. Listening Time: 15 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...
A Family Health Crisis: How Would You Manage? # 405
August 04, 2023 10:37 - 22 minutes - 30.9 MBBeing prepared to deal with the many financial and emotional challenges of a family member’s critical illness is a subject most people would prefer not to even think about. Planning however, must be done. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Kara Duckworth, CFP®, CDFA®, and Managing Director of Client Experience at Mercer Advisors. Kara shares her personal experiences navigating the healthcare system alone when her husband was diagnosed with cancer. Kara...
Investing in Your Later Years # 404
July 28, 2023 11:08 - 19 minutes - 27 MBThere’s a smart strategy for investing in each stage of life. Some investors consider reducing investment risk as they age. The ability to withstand risk may diminish, but you may need to maintain a certain level of risk so you don’t run out of money in retirement. John Walker, Regional Vice President, Mercer Advisors, discusses ways to assess appropriate levels investment risk later in life. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Ou...
Mid-Life Investing: Opportunities for Your Future Financial Security # 403
July 21, 2023 09:53 - 18 minutes - 25.3 MBAs you approach middle age, your 40’s or 50’s, it’s likely to be one of the busiest times of your life. You may be at the pinnacle of your career, getting kids off to college, caring for an aging parent, or you are involved in a variety of other concerns and activities that keep you moving at warp speed. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the importance of being attentive to your retirement and financial planning needs at a time of life where everything e...
The Family Office: Your Comprehensive Financial Solution # 402
July 14, 2023 10:09 - 19 minutes - 27.3 MBIf you interact separately with professionals such as your financial planner, CPA, and attorney, and each is working independently on your behalf, you may not be getting the full benefits of their integrated expertise. Now, imagine the impact of these professionals working together on your overall financial health, and that of your family. Today, John Walker, Regional Vice President, Mercer Advisors, discusses financial, and other benefits, available through a family office service which h...
Setting-up a Trust For Your Retirement Account Beneficiaries # 401
July 07, 2023 09:36 - 31 minutes - 42.8 MBEstate planning is a critical part of your overall retirement plan. Your retirement accounts, such as IRAs and 401ks typically pass directly to a beneficiary you’ve selected, and not through a trust you may have created for your other assets. With these accounts, a separate retirement plan trust may be required to get the asset protection and guidance you are seeking. Logan, Baker, J.D., LL.M., MBA, Lead Senior Wealth Strategist on the Estate Planning Team at Mercer Advisors joins host Joh...
The Impact Anchoring Bias Can Have on Your Financial Affairs # 400
June 25, 2023 11:26 - 20 minutes - 28.1 MBAnchoring bias can place a disproportionate amount of merit on something you hear or read. It can shape how you make future judgements, and it can have a negative effect on everything from the purchases you make to the success of your financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, further explains anchoring bias in greater detail and how to avoid it. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email L...
Spending Patterns in Your Retirement # 399
June 23, 2023 10:53 - 20 minutes - 28 MBWould you like to maintain your pre-retirement spending levels and standard of living after you’ve retired? Some, however, intend to spend more heavily in their early retirement years, believing they will spend less as they age. These spending considerations are an important part of your retirement planning, and there is often a disparity between spending intentions and spending reality. Today, John Walker, Regional Vice President, Mercer Advisors, discusses retirement spending patterns and ...
Gifting to Your Heirs Using Tax Efficient Strategies # 398
June 16, 2023 11:33 - 27 minutes - 37.8 MBThe biggest transition of wealth in history may be upon us. Over the next couple of decades, most aging Baby Boomers and Gen Xers are expected to pass along about $73 trillion of their wealth to their heirs. This transfer of wealth can be made after you die or while you’re alive to see and experience your loved ones enjoying what you’ve shared. Today, John Walker, Senior Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, dis...
You can Capitalize on Warren Buffett's Success and Wisdom # 397
June 09, 2023 10:46 - 18 minutes - 25.3 MBIt’s difficult to overlook the long-standing investment success of the so-called Oracle of Omaha. Today, John Walker, Regional Vice President, Mercer Advisors, discusses some of the investment principles followed by Warren Buffett. Listening Time: 18 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 profe...
Retirement Manifesto: Helping You Enjoy a Happy, Active and Productive Retirement # 396
June 02, 2023 10:56 - 28 minutes - 38.9 MBIn addition to financial planning for your retirement, it’s wise to also consider what living your everyday life will be like after the structure of working each day gives way to nearly total freedom. Today, John Walker, Regional Vice President, Mercer Advisors, welcomes Fritz Gilbert, author of “Keys to A Successful Retirement: Staying Happy, Active and Productive in Your Retired Years” and writer/publisher of The Retirement Manifesto Blog. Fritz shares practical and useful advice from firs...
Ways to Avoid Longevity Risk # 395
May 26, 2023 09:01 - 23 minutes - 31.9 MBPeople 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasc...
Spending In Retirement: Why it’s OK to Enjoy the Fruits of Your Labor # 394
May 19, 2023 11:59 - 19 minutes - 26.4 MBRetirees 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 ...
Helping You Prevent Costly 401(k) Mistakes # 393
May 12, 2023 10:28 - 29 minutes - 40.5 MBRecent 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 ...
Will Retiring to Another State Really Help You Save on Taxes? # 392
May 05, 2023 11:03 - 19 minutes - 26.1 MBIn 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 t...
7 Habits for a Happier Retirement # 391
April 28, 2023 11:04 - 19 minutes - 26.7 MBStrategic 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a traden...
Helping You Maximize Various Forms of Compensation # 390
April 21, 2023 11:07 - 40 minutes - 55 MBSome 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 ty...
Retiring Abroad # 389
April 14, 2023 10:16 - 30 minutes - 42.4 MBEver 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 Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All s...