You or Your Investments: Which Is Your Advisor's Focus? # 354
Your Life Your Wealth
English - August 12, 2022 14:17 - 21 minutes - 29.1 MB - ★★★★★ - 27 ratingsInvesting Business News finances financialplanning investing currentevents lifestyle news politics retirement stockmarket wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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
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.