Podcasts about mercer advisors

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Best podcasts about mercer advisors

Latest podcast episodes about mercer advisors

Your Life Your Wealth Network
Your Opportunities During Volatile Markets # 492

Your Life Your Wealth Network

Play Episode Listen Later May 28, 2025 23:07


Volatile markets can rattle even the most experienced investor, but sometimes adversity can bring opportunity. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss helpful strategies to consider during a market downturn and times of stock market volatility. 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 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.

Your Life Your Wealth Network
Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491

Your Life Your Wealth Network

Play Episode Listen Later May 21, 2025 19:52


2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planning stages throughout the Philadelphia area. Charitable contributions to 501(c) (3) non-profit agencies help make many of these events possible. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They speak with Brian Esposito, Chief Revenue Officer at FIFA World Cup 26 Philadelphia. Brian details the events and their financial impact on the greater Philadelphia region. John and Jason discuss the tax advantaged benefits you may receive by making charitable donations to non-profit organizations. Listening Time: 20 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 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.

Your Life Your Wealth Network
Psychology of Money # 490

Your Life Your Wealth Network

Play Episode Listen Later May 14, 2025 20:40


There are ways for you to gain a better understanding of your views about money and wealth, and the influences that may have helped shape those views. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the benefits of financial therapy as part of the financial planning process and how it has become its own niche practice. Listening Time: 20 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 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.

Your Life Your Wealth Network
It's Never Too Late to Save for Your Retirement # 489

Your Life Your Wealth Network

Play Episode Listen Later May 7, 2025 21:54


For some families, retirement planning has taken a backseat to things such as the cost of raising children, putting them through college, paying for weddings, and the like. But, if you haven't yet started saving for your retired years, it may not be too late. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss strategies to help late starters with retirement planning. 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 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.

Your Life Your Wealth Network
Financial Considerations of a Job Change # 488

Your Life Your Wealth Network

Play Episode Listen Later May 1, 2025 26:41


In today's tight labor market, many folks find themselves dealing with a job change. It could be a voluntary move or an unexpected occurrence. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance of good financial guidance related to a job change. Factors that require consideration may include salary, benefits, insurance and more. Listening Time: 26 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 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.

Your Life Your Wealth Network
Wealth Manager or Investment Manager: Which is Right for You? # 487

Your Life Your Wealth Network

Play Episode Listen Later Apr 24, 2025 19:56


The roles of wealth manager and investment manager may be quite different. Do you know the distinction? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss these two financial industry professions, how they differ, and where they may overlap. They also offer help in determining which financial professional is right for your individual situation. Listening Time: 20 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 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.

Your Life Your Wealth Network
Retirement Planning in Your 70's and Beyond # 486

Your Life Your Wealth Network

Play Episode Listen Later Apr 9, 2025 19:47


Preparing for retirement if you plan to work into your 70's or 80's may be quite different than if you plan to enter retirement in your early 60's. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the unique benefits and challenges of planning for a later-life retirement. 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 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.

Your Life Your Wealth Network
How Not to be an Emotionally Driven Investor # 485

Your Life Your Wealth Network

Play Episode Listen Later Apr 3, 2025 20:30


Consider investing with discipline and consistency, and not with your emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several ways to avoid making emotional decisions that may limit your investment success. Listening Time: 20 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 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.

Your Life Your Wealth Network
Do Millionaires have Financial Planning Secrets? # 484

Your Life Your Wealth Network

Play Episode Listen Later Mar 26, 2025 21:18


Attaining millionaire status may be less illusive now than in years past. Some who aspire to that level of wealth believe there may be secrets to reaching that financial position. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the findings of a recent Northwestern Mutual study on the characteristics and habits of today's millionaires. 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 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.

Money Life with Chuck Jaffe
Investopedia's Silver: People keep buying 'because that's what they have told to do'

Money Life with Chuck Jaffe

Play Episode Listen Later Mar 20, 2025 61:32


Caleb Silver, editor-in-chief at Investopedia, says that uncertainty is kryptonite to investors and he worries that the longer current worries about tariffs, inflation, recession and more drag out, the more people could stop believing in long-term investing and stop their "relentless bid" where they put money into retirement plans with every paycheck. The market will keep going — perhaps slower, and possibly with a bear market and a possible recession — so long as the money keeps flowing, and he sees that stemming the tide of any declines. That is one of four interviews from FutureProof Citywide in Miami Beach this week; Chuck also chats about the markets with Don Calcagni, chief investment officer at Mercer Advisors, and Tim Holland, chief investment officer at Orion. Plus, after Todd Rosenbluth, the head of researchat VettaFi makes a Vanguard quality-based fund his ETF of the Week, Chuck finds longtime friend and former Money Life regular Tom Lydon at the conference and they catch up on other developments in the ETF world.

Your Life Your Wealth Network
Assessing Your Level of Retirement Readiness # 483

Your Life Your Wealth Network

Play Episode Listen Later Mar 19, 2025 22:13


Retiring can be a difficult transition, but good financial and psychological planning may help. Today, John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, welcome Fritz Gilbert, author of “Keys to A Successful Retirement” and founder of the popular blog “The Retirement Manifesto.” Fritz outlines his 3 levels of retirement readiness that can help smooth your transition into retirement. Listening Time: 22 minutes

Your Life Your Wealth Network
Family Finances: Staying on the Same Page # 482

Your Life Your Wealth Network

Play Episode Listen Later Mar 12, 2025 19:47


Financial strife can cause dissatisfaction in relationships. Significantly differing views on money management and spending may lead to arguments and might even result in the ending of a relationship. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help overcome money disagreements and help foster open dialogue on financial matters between partners. 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 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.

Your Life Your Wealth Network
How Much Home Can You Really Afford # 481

Your Life Your Wealth Network

Play Episode Listen Later Mar 5, 2025 19:19


Home ownership is part of the American dream. The increased cost of owning a home has made home ownership a bigger challenge for many. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you determine how much you can afford to pay for a home in today's market while not jeopardizing your other important financial goals. 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 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.

Your Life Your Wealth Network
Taking a Buyout from Your Employer # 480

Your Life Your Wealth Network

Play Episode Listen Later Feb 27, 2025 17:43


Unfortunately, having to reduce the number of a company's employees has become all too commonplace. Frequently cutting the payroll may be considered a quick boost for a company's bottom line. Some long-standing employees may be offered “a package” or a “buyout.” Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways departing employees may effectively handle a “buyout” opportunity to help limit the potential negative financial impact of this significant life change. 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 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.

Your Life Your Wealth Network
Helping You Choose A Financial Advisor That's Right for You # 479

Your Life Your Wealth Network

Play Episode Listen Later Feb 20, 2025 21:23


Selecting a professional to handle your financial affairs can be a critically important decision. There are many options for you to carefully investigate before committing to an individual or firm. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several important questions to ask as part of your due diligence to help you make the best decision to reach your financial goals and aspirations. 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 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.

Your Life Your Wealth Network
Is Fear Causing You to Delay Your Retirement? # 478

Your Life Your Wealth Network

Play Episode Listen Later Feb 13, 2025 21:00


There are issues of concern that prevent some aging Americans from retiring. However, delaying retirement too long may create unforeseen problems. Today, John Walker, RegionalVice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what may be preventing some people from making a timely transition into retirement, and ways to help overcome resistance to wrapping-up a career. 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 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.

Your Life Your Wealth Network
New Interest in College Courses on Personal Finance # 477

Your Life Your Wealth Network

Play Episode Listen Later Feb 6, 2025 21:37


There is a growing trend of personal finance courses being offered on college campuses. Members of Generation Z are flocking to them. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what students are being taught, and the reasons for their growing interest. 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 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.

Your Life Your Wealth Network
The Value of Professional Guidance in Selling Your Business # 476

Your Life Your Wealth Network

Play Episode Listen Later Jan 30, 2025 35:03


Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A large transfer of wealth will result. Help from a professional may be necessary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Curt Cyliax, Managing Director and Peter Hissey, Vice President, both of Strategic Exit Advisors, a firm dedicated to helping business owners maximize value and safeguard their legacy during ownership transfers. Listening Time: 35 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 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.

Your Life Your Wealth Network
Finding Your Financial Confidence # 475

Your Life Your Wealth Network

Play Episode Listen Later Jan 23, 2025 19:19


According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals than previous generations. Today, John Walker, Regional Vice President, Mercer Advisors, discusses details of the survey and the reasons why many baby boomers have attained such confidence. 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 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.

Your Life Your Wealth Network
Balancing Money and Happiness # 474

Your Life Your Wealth Network

Play Episode Listen Later Jan 16, 2025 24:49


Can having more money equate to greater satisfaction or contentment? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the complicated relationship between money and happiness by sharing insights from their professional and personal perspectives. Listening Time: 25 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 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.

Your Life Your Wealth Network
Ways to Help Minimize Your Sequence of Return Risk # 473

Your Life Your Wealth Network

Play Episode Listen Later Jan 9, 2025 18:03


If you depend largely on your investment portfolio to fund your retirement, withdrawing from those accounts during a down market, particularly in the earlier years of your retirement, can affect how long your savings will likely last. John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several strategies you can use to help ease the impact of sequence of return risk. 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 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.

Your Life Your Wealth Network
5 Financial Considerations for the New Year # 472

Your Life Your Wealth Network

Play Episode Listen Later Jan 1, 2025 22:43


2025 has arrived. Today, John Walker, Regional Vice President, Mercer Advisors, discusses 5 important areas of financial planning and personal finance you may want to contemplate as you ponder resolutions for the new year. 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 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.

Your Life Your Wealth Network
Money Talk at Your Holiday Table # 471

Your Life Your Wealth Network

Play Episode Listen Later Dec 19, 2024 22:46


Talking about money and finances may sometimes be discouraged when the family is together at the holiday table. But, should such talk really be taboo? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, to offer some guidance. 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 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.

Your Life Your Wealth Network
Your Tax Deductible Charitable Donations # 470

Your Life Your Wealth Network

Play Episode Listen Later Dec 12, 2024 16:51


Many of us are charitable year-round. At holiday time, making charitable donations often takes on additional significance as we count our blessings and strive to help those in need. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to make impactful charitable donations and help reduce your annual tax burden. Listening Time: 17 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 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.

Your Life Your Wealth Network
Your Year-End Tax Planning # 469

Your Life Your Wealth Network

Play Episode Listen Later Dec 5, 2024 29:08


Assessing your tax situation before year-end can uncover various tax planning moves for you to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several specific strategies that include making charitable donations directly from your IRA, tax loss harvesting, Roth conversions, and others that could help reduce your tax burden for the year. Listening Time: 29 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 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.

Your Life Your Wealth Network
Avoiding Retirement Planning Mistakes # 468

Your Life Your Wealth Network

Play Episode Listen Later Nov 21, 2024 28:20


Minor missteps when planning for retirement can create major difficulty often not realized until you've retired. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several mistakes a planning professional can help you avoid. 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 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.

Your Life Your Wealth Network
New 401k & IRA Rules May Impact Your Plans for Retirement # 467

Your Life Your Wealth Network

Play Episode Listen Later Nov 14, 2024 28:26


Resulting from the Secure 2.0 Act of 2022, there are now important changes happening with retirement plans. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron Carmichael, CPA, PFS, CFP®, AIF®, CPFA®, Director of Mercer Advisors' Retirement Plan Group, and Tunia Mycyk, CRPS®, AIF®, Regional Vice President. They discuss plan changes regarding enrolment, catch-up contributions, eligibility, and more. 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 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.

Your Life Your Wealth Network
Guidance for Sharing Your Family Wealth # 466

Your Life Your Wealth Network

Play Episode Listen Later Nov 7, 2024 24:48


Being a child of wealthy parents does not necessarily mean your financial situation with always be easy to manage. Family dynamics are often complicated. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how open communication among family members and proper planning can be critical when passing wealth to the next generation. Listening Time: 24 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 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.

Your Life Your Wealth Network
The Evolution of Risk Tolerance # 465

Your Life Your Wealth Network

Play Episode Listen Later Oct 31, 2024 24:59


Will your investment risk tolerance change as you enter different stages of life? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how your view of risk may evolve during your retired years and how it may affect the success of your financial plan? Listening Time: 25 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 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.

Your Life Your Wealth Network
Inherited IRA Rules: Clarity from the IRS # 464

Your Life Your Wealth Network

Play Episode Listen Later Oct 24, 2024 28:34


The Internal Revenue Service has recently offered clearer tax guidance on how inherited IRAs are treated by a spouse, surviving child or other beneficiary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss previous ambiguities in the law, and specific rule changes recently made. 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 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.

The Rational Reminder Podcast
Episode 327 - Building Better Portfolios with Don Calcagni

The Rational Reminder Podcast

Play Episode Listen Later Oct 17, 2024 58:41


What does it take to manage a $60 billion wealth management firm while keeping investment strategies grounded in scientific thinking? In this episode, we're joined by Don Calcagni, Chief Investment Officer at Mercer Advisors. Don chairs the firm's investment committee and provides guidance on mergers and acquisitions, investment integration, and long-term strategic planning. His expertise spans fiduciary oversight, portfolio management, private equity, and financial mathematics. In our conversation, we discuss how his firm constructs client portfolios, engages with academic and industry experts, and leverages a factor-based investment approach. He also explains the importance of having an investment philosophy rooted in fiduciary principles and delves into how Mercer Advisors manages fiduciary oversight for billions of dollars in assets across thousands of families. Explore the details of portfolio governance and the role of the firms's alternative investment platform space. Gain insights on value metrics, factor investing, and how Mercer works to provide a family-office experience for everyday clients. Tune in for a deep dive into portfolio construction and the evolving landscape of wealth management with Don Calcagni! Key Points From This Episode:   (0:05:22) Learn about Mercer Advisors and the range of services it has on offer. (0:07:10) Unpack Mercer Advisors' approach and philosophy to portfolio construction. (0:11:55) The Building Better Portfolio Summit and the purpose of the event. (0:17:08) How the meetings are structured and the main takeaways from the last event. (0:24:45) What topics cause extreme points of agreement and disagreement at the meetings. (0:29:21) Find out how takeaways from the events are implemented into client portfolios. (0:31:19) Mercer Advisors' recently launched alternative investment platform space. (0:40:23) Don shares valuable recommendations and advice for the average investor. (0:42:23) Aftershow: the controversy surrounding the RBC options trading incident. (0:49:57) Listener feedback, reviews, updates, and upcoming events.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dan Bortolotti on LinkedIn — https://linkedin.com/in/dan-bortolotti-8a482310/  Canadian Couch Potato — https://canadiancouchpotato.com/blog/  Don Calcagni on LinkedIn — https://linkedin.com/in/donald-calcagni-8104b546/ Mercer Advisors — https://merceradvisors.com/ ‘Building Better Portfolios | 2023 Summit' — https://youtu.be/TWYukQogQPA Dimensional Fund Advisors — https://dimensional.com/ BlackRock — https://blackrock.com/ Avantis — https://avantisfi.com/ AQR — https://aqr.com Carlyle — https://carlyle.com/ Royal Bank of Canada (RBC) — https://www.rbcroyalbank.com Future Proof Festival — https://futureproofhq.com/festival/ Episode 316: Andrew Chen — https://rationalreminder.ca/podcast/316 Episode 323: Renting Versus Buying a Home in Canada 2005-2024 — https://rationalreminder.ca/podcast/323 Episode 325: Addressing 200+ Comments on Renting vs. Owning a Home — https://rationalreminder.ca/podcast/325   Papers From Today's Episode:    ‘Portfolio Selection' — https://doi.org/10.1111/j.1540-6261.1952.tb01525.x  

Your Life Your Wealth Network
Generational Views on Financial Planning # 463

Your Life Your Wealth Network

Play Episode Listen Later Oct 17, 2024 29:22


Ideas about the preferred approach to wealth building and financial planning can be quite varied when you compare the views of different generations. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how baby boomers, millennials, gen Xers and others, view financial success and the many ways to attain it. Listening Time: 29 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 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.

Your Life Your Wealth Network
Having Cash in Your Portfolio # 462

Your Life Your Wealth Network

Play Episode Listen Later Oct 10, 2024 28:57


Cash can be an important part of your investment portfolio. How much should you have, and in what vehicles should your cash be held? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the role cash can play among of your investments. Listening Time: 29 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 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.

Your Life Your Wealth Network
Your Basic Estate Planning Goals # 461

Your Life Your Wealth Network

Play Episode Listen Later Oct 3, 2024 28:23


There are several elements that may be a part of an estate plan. By including even the most basic items in your estate plan, you can help family and friends more easily carry out your wishes. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the fundamental principles to consider when creating your estate plan. 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 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.

Your Life Your Wealth Network
Do You Want to Live in a “No Income Tax” State? # 460

Your Life Your Wealth Network

Play Episode Listen Later Sep 26, 2024 20:41


Sometimes people consider moving to states with no income tax because they think living there will be a better deal financially. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why living in a state with no income tax may actually be more costly due to the various ways some states make up the difference. Listening Time: 20 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 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.

Your Life Your Wealth Network
Retirement Planning for Couples with an Age Gap # 459

Your Life Your Wealth Network

Play Episode Listen Later Sep 19, 2024 26:22


If there is a significant age disparity between you and your spouse, that difference should be considered as you plan for your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the lifestyle and financial issues that may impact a couple when one spouse wants to retire and the other needs to remain in the workforce. Listening Time: 26 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 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.

Your Life Your Wealth Network
Tax Optimization: A Strategy for Your Retirement Plan # 458

Your Life Your Wealth Network

Play Episode Listen Later Sep 12, 2024 24:54


Pay your fair share, of course, but why pay more in taxes than necessary? Did you know that paying the least amount of tax in a calendar year may not be part the best strategy for your overall tax planning efforts. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why tax planning and tax optimization can be essential components of your retirement plan. Listening Time: 24 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 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.

Your Life Your Wealth Network
Returning to Work After Retirement # 457

Your Life Your Wealth Network

Play Episode Listen Later Sep 5, 2024 19:26


The number of retirees going back to work, full or part-time, is on the rise. Some return for financial reasons, others to resume professional and social engagement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of returning to work after retirement, but also offers some cautionary notes you may not have considered. Listening Time: 19 minutes

Your Life Your Wealth Network
Is a Roth Conversion Right for You? # 456

Your Life Your Wealth Network

Play Episode Listen Later Aug 22, 2024 22:28


Roth IRAs offer tax advantages for younger workers, but they also offer benefits you may consider as you approach retirement. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the broad range of financial benefits, and some of the restrictions, associated with the Roth IRA. 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 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.

Your Life Your Wealth Network
Big Picture Financial Planning # 455

Your Life Your Wealth Network

Play Episode Listen Later Aug 15, 2024 24:35


Are you focusing solely on “the numbers” when determining your investment success? Perhaps you should reconsider. There are many other aspects of financial planning that deserve your attention. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why it's necessary to look at the bigger picture when planning for your retired years. Listening Time:  24 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 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.

Your Life Your Wealth Network
Your Concentrated Stock Positions # 454

Your Life Your Wealth Network

Play Episode Listen Later Aug 8, 2024 31:15


Maintaining a balanced portfolio is an important part of your investment strategy. There are times, due to a surge in one market sector for example, where you may find your portfolio too heavily weighted in one company or type of investment. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss actions you may consider when your portfolio becomes less diversified due to the normal functions of the stock market. Listening Time: 31 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 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.

Your Life Your Wealth Network
Benefits of Your Delayed Retirement # 453

Your Life Your Wealth Network

Play Episode Listen Later Aug 1, 2024 23:40


Retiring early is the dream of many, but delaying your planned retirement may offer an upside. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several benefits you may experience by extending your working years. 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 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.

Your Life Your Wealth Network
Baby Boomers Wealth Transfer: Helping You Understand Its Impact # 452

Your Life Your Wealth Network

Play Episode Listen Later Jul 25, 2024 31:23


The baby boom generation is the wealthiest in U.S. history. As the boomers age beyond retirement and pass their wealth to their heirs, collectively our country will experience the largest ever transfer of wealth. Today, John Walker, Regional Vice President, and Jason O'Meara, CERTIFIED FINANCIAL PLANNERTM professional, Wealth Advisor and Sr. Director, are joined by Adam Oliver, Wealth Advisor, Mercer Advisors. They discuss Adam's recently published analysis on how this great transfer of baby boomer's wealth will likely impact the lives of millennials. Listening Time: 31 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 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.

Your Life Your Wealth Network
You Can Balance Living for Today and Saving for Tomorrow # 451

Your Life Your Wealth Network

Play Episode Listen Later Jul 18, 2024 24:18


Diligent saving for your retired years doesn't mean you need to miss out on life's pleasures. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you strike the right balance between enjoying life today and planning for tomorrow. Listening Time: 24 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 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.

Your Life Your Wealth Network
More Rules of Thumb for Your Consideration #450

Your Life Your Wealth Network

Play Episode Listen Later Jul 11, 2024 25:06


We've all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several additional rules of thumb that deserve careful analysis before being followed. Listening Time: 25 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 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.

Your Life Your Wealth Network
Do You Follow Investment Rules of Thumb? # 449

Your Life Your Wealth Network

Play Episode Listen Later Jun 27, 2024 26:56


Rules of thumb. We've all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why many rules of thumb deserve careful analysis before being followed. Listening Time: 26 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 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.

Your Life Your Wealth Network
Insurance and Your Financial Planning: # 448

Your Life Your Wealth Network

Play Episode Listen Later Jun 20, 2024 25:41


Protecting what have, and providing for those you care about, may depend on having the correct type and amount of insurance. Purchasing sufficient insurance can be an important component of your retirement and estate planning. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss best practices for you to consider regarding insurance needs at various stages of your life. Listening Time: 25 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 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.

Your Life Your Wealth Network
With No Children, Whom Will You Rely on Later in Life? # 447

Your Life Your Wealth Network

Play Episode Listen Later Jun 13, 2024 24:18


If you don't have a support system of family or friends, you may face challenging times as you age alone. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss specific plans to implement the care and assistance you'll likely need in your later years. Listening Time: 24 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 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.

Your Life Your Wealth Network
Should You Fund Your 401k Beyond the Company Match? # 446

Your Life Your Wealth Network

Play Episode Listen Later Jun 6, 2024 23:03


Funding your 401k up to the amount of your company's match is a no-brainer. Your contribution gets doubled, but should you contribute more? Today, John Walker, Regional Vice President, Mercer Advisors is joined by two Mercer colleagues, Christopher Blakely and Jason O'Meara, both CERTIFIED FINANCIAL PLANNER™ professionals and Wealth Advisors. They discuss retirement savings options that go beyond simply fully finding your 401k account. Tax consequences, account flexibility, and overall value should also be considered. Listening Time: 23 minutes 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 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.

Your Life Your Wealth Network
Buckets Of Money for Your Retirement # 445

Your Life Your Wealth Network

Play Episode Listen Later May 30, 2024 24:54


When planning for your retirement, having money set aside for short, intermediate and long-term purposes can be a viable approach to securing your future. This process is sometimes called the “bucket approach.” Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the bucket approach and how it may help your financial resources last throughout your lifetime. 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 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.