Your Life Your Wealth
345 episodes - English - Latest episode: about 1 month 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
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...
Why You Should NOT Keep Up with the Joneses # 388
April 07, 2023 20:01 - 17 minutes - 24.5 MBIt’s common to look at others from afar and judge just how well you think they’re doing financially. Comparing your own personal financial status with the apparent prosperity of others can be a detriment to both your emotional and financial wellbeing. Driving an expensive vehicle, living in a massive house, or wearing high-priced fashions or jewelry may be more indicative of someone’s debt, and not necessarily their wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discus...
Tricky Retirement Decisions May Lie Ahead # 387
March 31, 2023 11:39 - 25 minutes - 34.6 MBThere are countless important questions you should answer when planning for your retirement. Questions about cashflow, taxes, asset allocation, Social Security, and Medicare to name just a few. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Financial Planner Ryan Flurer. They preview some of the issues you may face and discuss strategies you may want to consider. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Web...
Are You Ready to Un-Retire? # 386
March 24, 2023 12:02 - 28 minutes - 38.8 MBDuring our working years, some of us look ahead with great anticipation to retirement. We look forward to leisure time, relaxation, and a flexible schedule. For some however, the freedoms and benefits of retirement aren’t as expected. Filling your time, finding a purpose, remaining relevant and engaged in life are a few of the challenges we may face. Un-Retiring may be an option. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Richard Eisenberg, a formerly retired...
Unifying Your Financial Plans # 385
March 17, 2023 11:24 - 20 minutes - 27.9 MBIn creating a thorough financial plan, consideration is given to many areas of your financial life. Understanding your current economic condition along with your priorities, helps create a clear and measurable path with a higher probability of success. Today, two Mercer Advisors’ Regional Vice Presidents, John Walker and Kevin Dillon, define and discuss the benefits of unified financial planning. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join...
Helping You Avoid Anxiety During Tax Season # 384
March 10, 2023 11:37 - 21 minutes - 30 MBFor some, tax season is one of the most stressful times of the year. CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, joins John Walker, Regional Vice President, Mercer Advisors, to talk taxes. Whether you’re compiling information for your tax preparer or you are a do-it-yourselfer, Tim’s tips may help make the process easier. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Me...
Roth IRA for Your Child # 381
March 03, 2023 12:20 - 22 minutes - 31.4 MBThere are no age restrictions on contributing to a Roth IRA, so the interest and dividends on a child’s retirement contributions can also grow federally tax-free. You can even super-charge their savings with matching contributions, and teach them the power of compound interest. John Walker, Regional Vice President, Mercer Advisors, welcomes Tim Joseph, Mercer Advisors’ CERTIFIED FINANCIAL PLANNER™ professional and CPA, to discuss the many benefits of a very early start to retirement plannin...
6 Ways to Help Strengthen Your Savings # 383
March 03, 2023 11:59 - 20 minutes - 28.2 MBWhether you’re focusing on retirement planning or saving for a particular expenditure, you need a good strategy to help reach your goals. John Walker, Regional Vice President, Mercer Advisors, discusses several ways to help improve your saving efforts and ensure that the money you’re accumulating is working effectively for you. Listening Time 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Fina...
Beneficial Changes for Your Retirement Planning # 382
February 24, 2023 12:14 - 27 minutes - 37.7 MBWith the SECURE 2.0 Act signed into law, there are many changes that can impact your retirement planning over the next few years. Mercer Advisors’ John Walker, Regional Vice President, and Mercer Advisors’ Dennis Jablonoski Certified Retirement Plan Specialist, discuss some of these revisions. There are new opportunities regarding required minimum distributions, workplace retirement plans, educational savings plans and more. If you’d like more in-depth information on SECURE 2.0 Act from Mer...
Your Adult Child Becoming Your Financial Caregiver # 380
February 10, 2023 12:23 - 21 minutes - 29 MBYour Adult Child Becoming Your Financial Caregiver The discussion of an adult child helping with a parent’s finances as they age can be very difficult, even if all family members are on the same page. Today, John Walker, Regional Vice President, Mercer Advisors, shares tips on how to make the financial caregiving conversation and transition less stressful by making it a slow process, seeking appropriate advice, and keeping your parent’s best interest as the primary goal. Listening Time:...
Helping You Cope with the Stress of Uncertainty #378
January 27, 2023 12:35 - 36 minutes - 50.1 MBNo matter what age or stage of life, there is likely to be trouble or strife that you must deal with. It’s the natural order of things. That’s life. Your employment status, politics, rising interest rates and all that you face in your personal life may cause you to be feeling uneasy or uncertain about the future. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined once again by Behavioral Economist Dr. Sarah Newcomb. They discuss best practice...
Helping Your Adult Child Navigate their First Home Purchase # 377
January 20, 2023 12:45 - 24 minutes - 34 MBPurchasing a home, particularly a first home, can be a stressful time. Parents often want to help. Selecting a home, determining a down payment, getting a mortgage, arranging inspections and other important considerations mean home buyers need guidance from both real estate professionals and financial professionals. Parents frequently offer monetary assistance with the purchase, but their financial involvement must be carefully planned and managed in order to benefit their children and them...
Resetting Your Good Financial Habits # 376
January 13, 2023 18:04 - 18 minutes - 25.7 MBThe new year can be an opportunity for a fresh start. We often strive to get back on track with health and fitness, attitude or outlook, but what about our finances? Resolving to be more attentive to our financial well-being can pay big dividends in the years ahead. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses planning and investment goals to consider as part of your overall fresh outlook for the new year. Listening Time: 19 minutes Merce...
Are You a Financial Hoarder? # 375
January 06, 2023 12:57 - 17 minutes - 24.6 MBVowing to be more organized in the new year is a very common resolution, but will it apply to your finances? Accumulating or hoarding assets doesn’t sound like a problem, but it can easily become a major complication if someone else needs to sort out your financial affairs. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the importance of having your financial house in order. He details how organizing and simplifying your holdings can make your ...
Your Year-End Tax Reminders # 374
December 27, 2022 15:18 - 24 minutes - 34.1 MBAvailable opportunities to reduce your tax bill for 2022 are fleeting, but there are still some important moves you should consider now. John Walker, Regional Vice President, Mercer Advisors, welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim shares year-end tax tips that could reduce your tax burden come April 15th. Listening Time: 24 minutes Mercer-Cordasco Disclosure Information Visit Our Websi...
Benefits of Your Charitable Giving # 373
December 22, 2022 22:29 - 32 minutes - 44.7 MBHelping others through charitable giving can be rewarding to the giver and receiver. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of giving with Andrea Rodgers, Executive Director of the Starfinder Foundation and Paul Howard, Executive Director of The Philadelphia Union Foundation. John also welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim ...
Risk and Reliability: Building Your Retirement Plan # 372
December 16, 2022 16:54 - 19 minutes - 27 MBOn today’s podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses two strategies for retirement planning. John explains the differences between probability-based planning and guaranteed income planning, as well as how the methods can work together in your retirement plan. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Ne...
Retirement Risks You Can Avoid # 371
December 09, 2022 17:03 - 22 minutes - 30.7 MBAccording to the Society of Actuaries, average life expectancy in the U.S. has increased from 68.14 years in 1950 to 76.1 years in 2021. Living longer likely means more years in retirement and more savings necessary for what could be a full one-third of our lives. A long life can be a blessing, but living longer is considered to be just one of many risks today’s retirees will face. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses several risks an...
10 Steps You Should Consider If You Want To Retire Early # 370
December 02, 2022 11:12 - 22 minutes - 31 MBAccording to a report from the Federal Reserve Bank of New York last year, nearly half of all Americans expect to retire before they turn 62. To be successful, you must be prepared. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses things you should consider when determining if early retirement is in your future. Listening Time: 22 Minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advis...
Thanksgiving Table Conversation: Your Money Habits For A New Generation # 369
November 22, 2022 11:12 - 20 minutes - 27.6 MBHow can parents instill good financial habits in their children? It’s a question many Mercer Advisors team members, who are also parents, were recently asked. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares some of his colleagues' most insightful answers. Will you address this issue with the younger folks at your Thanksgiving table? Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Add...
Understanding Your Life Insurance Needs # 368
November 18, 2022 20:04 - 26 minutes - 35.7 MBInsurance, as a piece of your overall financial plan, may not always get enough attention. Insurance products are complicated and getting a clear understanding of the policy attributes from the person who sold it to you is not always easy, particularly if the policy was purchased many years ago. On today's podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Advisor Ryan Flurer. Their discussion centers on helping investors ...
Cashflow Can Be King in Your Retired Years # 367
November 11, 2022 13:59 - 22 minutes - 30.2 MBSome of us have preconceived notions about saving for retirement during our working years and spending during our retired years. Those misconceptions can become ingrained in our minds, leading us to believe they are true even when they are not. Some believe that planning, in all stages of life, should only be about growth and accumulation, but as we save for retirement, cashflow planning for our retirement years is critical and often overlooked. As planners we address those misconceptions. ...
Maintaining Financial Security on the Winding Road of Life # 366
November 04, 2022 10:33 - 24 minutes - 33.8 MBAs you go through life, transitions and changes are inevitable. Major events such as starting a new job, getting married, buying a home or entering retirement influence how you view and plan for the future. They impact your needs and require a periodic look at your planning strategy. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Planner Evan Salter. They discuss the importance of reevaluating, and potentially revising your pl...
Delaying Your Retirement and the Domino Effect it Causes # 365
October 28, 2022 10:14 - 22 minutes - 30.5 MBSome workers are delaying retirement because of rising inflation. Twice as many potential retirees are staying on the job when compared to last year. Delaying retirement can impact more than just the retiree. It will likely reduce an employers’ ability to hire new workers, promote personnel and lighten payroll by having fewer long-tenured employees. John Walker, Regional Vice President, Mercer Advisors, and Dennis Jablonoski, Retirement Plan Specialist at Cordasco Financial Network, a part ...
Helping You Plan for Loved Ones With Special Needs # 364
October 21, 2022 11:59 - 37 minutes - 51 MBHaving a family member who lives with a physical or intellectual disability, or some degree of impairment (such as an injury, illness or chronic condition), is far more common than you may realize. Financial planning for these individuals is often a complicated matter. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Christopher Currin, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER TM, Mercer Advisors. They discuss the various strategies ...
How Psychology Impacts Your Financial Decisions # 363
October 14, 2022 18:38 - 25 minutes - 34.8 MBPsychology and emotions play a large role in how we think about money and investing. All too often, our financial decisions are impacted by our thoughts and perceptions of the moment. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, welcomes to the podcast Sarah Newcomb, Behavioral Economist for Morningstar. They discuss the many ways psychology can either help or hinder the financial decision we make. Listening Time: 25 minutes Mercer-Cordasco...
Medicare Made Easier for You # 362
October 07, 2022 10:35 - 18 minutes - 24.9 MBSince becoming a part of Mercer Advisors, Cordasco Financial Network has increased the number of financial services we offer to help guide you with Your Life and Wealth. Among them, is providing assistance navigating the often-complicated world of Medicare. Today, Steve Cordasco, Director and Senior Wealth Advisor at Mercer Advisors, welcomes Ari Parker, J.D., Lead Licensed Advisor at Chapter. Ari oversees an organization providing clients of Cordasco Financial Network help in dealing with...
Important Reminders for You, Today’s Investor # 361
September 30, 2022 14:47 - 17 minutes - 23.8 MBAre the markets testing your patience? Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares historical data, lessons learned, and valuable insights recently published online by Don Calcagni, Chief Investment Officer, Mercer Advisors. John also discusses the importance of professional guidance in helping you keep your long term financial objectives in view. Listening Time: 18 minutes Mercer-Cordasco Disclosure Information Visit Our Website ...
Lessons From The Witch of Wall Street # 360
September 26, 2022 13:59 - 19 minutes - 26.3 MBNow may be a good time to learn about the intriguing relationship between wealth and wellbeing. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses why there is often a disconnect between the two. He shares the story of Hetty Green and insights on why some wealthy individuals may never derive a sense of emotional well being from their financial security. Others can easily find emotional comfort, satisfaction and a true sense of well being des...
New Opportunities for Reducing Your Tax Bill # 359
September 16, 2022 19:23 - 21 minutes - 28.9 MBFor consumers who purchased electric vehicles, home appliances, health insurance from the exchanges, or participated in a Medicare program, there are several new tax benefits you should know about which could produce tax savings. John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph, CFP® and CPA, of Cordasco Financial Network, a part of Mercer Advisors, share the details. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our E...
Financial Education: The Value of an Early Start # 358
September 09, 2022 20:19 - 34 minutes - 46.9 MBThere is an increasing awareness regarding the importance of teaching students about money. The number of school districts around the country now mandating financial literacy courses beginning as early as elementary school and continuing through high school is growing. John Walker and Dennis Jablonoski of Cordasco Financial Network, a part of Mercer Advisors, discuss this national trend with Dr. Billy J. Hensley, President and CEO of NEFE, the National Endowment for Financial Education. L...
The Evolution of Retirement Planning: Your Labor Day History Lesson # 357
September 02, 2022 19:42 - 23 minutes - 31.7 MBDennis Jablonoski, Certified Retirement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors and John Walker, Regional Vice President, Mercer Advisors, discuss the origins of retirement planning. They also describe how the concept of large companies providing pensions for an aging workforce moving into retirement was a motivating factor in the creation of our nation’s Social Security system. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit O...
Generational Money Beliefs You May Want to Cast Aside # 356
August 26, 2022 17:40 - 18 minutes - 25.2 MBMom and Dad’s long-held opinions about money and finances may not be relevant today. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, outlines 5 generational beliefs about how you earn, save and spend that may no longer be appropriate in today’s world. 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 servic...
Business Retirement Plans # 355
August 19, 2022 16:07 - 22 minutes - 30.9 MBThere are several retrement plan optons available to business owners and employees. Dennis Jablonoski, Certfied Retrement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors joins John Walker, Regional Vice President, Mercer Advisors, to discuss IRAs, Simple, SEP and Defined Benefit Plans. Listening Time: 22 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is...
You or Your Investments: Which Is Your Advisor's Focus? # 354
August 12, 2022 14:17 - 21 minutes - 29.1 MBAs 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...
You Just Received A Financial Windfall: Now What? # 353
August 06, 2022 10:45 - 17 minutes - 23.7 MBWould 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 Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email ...
Three Types of Investment Risk You Face #352
July 29, 2022 20:27 - 21 minutes - 29.9 MBRisk 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 Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco...
Answering Your Questions to the [email protected] Inbox # 351
July 22, 2022 20:11 - 23 minutes - 31.7 MBAt 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 Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is ...
Inflation: The Inescapable “I” Word # 350
July 08, 2022 14:59 - 26 minutes - 37 MBInflation 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...
Your Pathway to a Fulfilling and Purposeful Retirement # 349
July 01, 2022 19:51 - 28 minutes - 39.7 MBPeople 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...
Why You Should Know the Difference between a Portfolio and a Plan # 348
June 24, 2022 16:56 - 22 minutes - 30.6 MBYour 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 T...
Helping You Find Opportunity In Uncertain Economic Times # 347
June 10, 2022 10:18 - 16 minutes - 22.3 MBInflation, 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 Additional Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Mercer Advisors Disclosure Cordasco...