Podcasts about regional vice president

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Best podcasts about regional vice president

Latest podcast episodes about regional vice president

Black Information Network Daily
May 28, 2025. Dyanna Lewis - The Chicago Defender

Black Information Network Daily

Play Episode Listen Later May 28, 2025 29:34 Transcription Available


Today's special gust is Dyanna Knight Lewis, Regional Vice President of Real Times Media, the parent company for the Chicago Defender and several other Black media publications. See omnystudio.com/listener for privacy information.

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.

The Nurse Keith Show
The Critical Importance of Critical Care Nursing

The Nurse Keith Show

Play Episode Listen Later May 21, 2025 47:58


On episode 514 of The Nurse Keith Show nursing and healthcare career podcast, Keith interviews Dr. Dina Hewett, Ph.D., RN, MSN, JM, a nurse, educator, leader, and the author of the 3rd edition of "Fast Facts for the Critical Care Nurse" which is scheduled to be published in May of 2025 by Springer Publishing.  In the course of their conversation, Keith and Dr. Hewett delve into the specialty of critical care nursing, the many challenges faced by new graduate nurses embarking on a career in critical care, how to bridge the gap between nursing school and novice practitioner, technological advances in critical care, and much more. Dr. Dina Hewett received her BSN from Brenau University, MSN from Georgia Southern University and Ph.D. in Higher Education from the University of Georgia. In 2021 she completed a master's degree in law from Liberty University. Her certifications include CCRN – Alumnus, Nurse Executive Advanced and is a certified Six Sigma Black Belt. With over thirty years of experience as a critical care nurse, Dr. Hewett's career has encompassed both hospital administration and academics. During her tenure in hospital administration, she served as the unit manager of the Cardiothoracic Intensive Care Unit and director of nursing of multiple units including critical care, inpatient rehabilitation, and respiratory therapy. Dr. Hewett is the immediate past President of the Georgia Nurses Association. She is an AACN-Wharton Executive Fellow. Previously, she served as a board member of the Georgia Association of Nursing Deans and Directors, and a member of the Education Committee of the Georgia Board of Nursing. Dr. Hewett has also served on the Government Affairs Committee of the American Association of Colleges of Nursing. Dr. Hewett is a Regional Vice President of Campus Operations, Chamberlain University. Her recent publications include "Fast Facts for the Critical Care Nurse (3rd edition)", and chapter contributions for the 13th edition of Ackley & Ladwig's Nursing Diagnosis Handbook. Dr. Hewett lives in Gainesville, Ga with her husband and three dogs. This episode of the Nurse Keith Show is brought to you in collaboration with Springer Publishing, who have been delivering award-winning healthcare education and exam prep materials focused on nursing, behavioral health, and the health sciences for more than 70 years. We thank Springer Publishing for their support. Connect with Dr. Hewett and Springer Publishing: ⁠Dr. Dina Hewett on LinkedIn Fast Facts for the Critical Care Nurse, 3rd edition Springer Publishing Contact Nurse Keith about holistic career coaching to elevate your nursing and healthcare career at ⁠NurseKeith.com⁠. Keith also offers services as a motivational and keynote speaker and freelance nurse writer. You can always find Keith on⁠ LinkedIn⁠. Are you looking for a novel way to empower your career and move forward in life? Keith's wife, Shada McKenzie, is a gifted astrologer and reader of the tarot who combines ancient and modern techniques to provide valuable insights into your motivations, aspirations, and life trajectory, and she offers listeners of The Nurse Keith Show a 10% discount on their first consultation. Contact Shada at ⁠TheCircelandtheDot.com ⁠or shada@thecircleandthedot.com.

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.

Scale Your Sales Podcast
#285 Hayal Koc - Embracing Change, Curiosity, and Resilience in Sales Leadership

Scale Your Sales Podcast

Play Episode Listen Later May 19, 2025 33:07


In this weeks' Scale Your Sales Podcast episode, my guest is Hayal Koc.   Hayal is a Regional Vice President at Salesforce, the world's leading digital labor and CRM platform. She recently relocated to London, where she led a team of top sales professionals partnering with companies across all industries in the UK and Ireland. Prior to Salesforce, I co-founded and led sales and business development at a HR-tech startup based in Istanbul, Turkey and I began my career in investment banking and consulting, working at top global firms JP Morgan, EY and PwC.   In today's episode of Scale Your Sales podcast, Hayal explores the mindset needed to navigate constant change, focusing on curiosity, resilience, and detachment from fixed outcomes. She shares lessons from her multicultural background, her journey in building trust and confidence as a leader, and offers practical strategies for coaching teams by empowering individuals. This conversation provides valuable insights for those stepping into new roles, leading diverse teams, or aiming to make a meaningful organizational impact.   Welcome to Scale Your Sales Podcast, Hayal Koc.     Timestamps: 00:00 Embracing Change, Curiosity, and Resilience in Sales Leadership 04:16 Career Growth Through Curiosity 07:28 Proactive Career Planning 12:35 Approach New Roles with Fresh Perspective 15:12 Preparing for Success through Understanding 20:47 First Female Leader Experience 23:56 Personalized Team Management Conversations 27:46 Embrace Curiosity and Technology 29:55 Integrity and Impact Focus     https://www.linkedin.com/in/hayalkoc/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Twitter: https://twitter.com/JaniceBGordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast More on the blog: https://scaleyoursales.co.uk/blog Instagram: https://www.instagram.com/janicebgordon Facebook: https://www.facebook.com/ScaleYourSales And more!   Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

Moments with Marianne
Rebranding Autism with Clain Udy

Moments with Marianne

Play Episode Listen Later May 17, 2025 24:32


What if everything we thought we knew about autism was wrong, and the real key to independence isn't fixing what's 'broken,' but unlocking what's already brilliant? Tune in for an inspiring discussion with Clain Udy on his new book Rebranding Autism: A Guide to Seeing Strength on the Spectrum. Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! Clain Udy is the co-founder and president of Autism Elevated and the Regional Vice President of Learning and Development at Fortida. With more than 30 years of experience in the corporate sector, specializing in human performance improvement and learning, Udy brings a wealth of knowledge to his work in neurodiversity advocacy. As the father of a high-functioning autistic adult son, he has dedicated over two decades to researching how individuals on the spectrum can build fulfilling, independent lives by working in environments that align with their natural talents.His new book, Rebranding Autism: A Guide to Seeing Strength on the Spectrum, shares his personal and professional journey, highlighting the powerful shift from trying to "fix" his son to celebrating the unique strengths that autism can offer. https://autismelevated.comFor more show information visit: www.MariannePestana.com

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.

Banking Transformed with Jim Marous
Unlocking Growth Mode Series #2 Bridging Digital Banking Implementation Gaps

Banking Transformed with Jim Marous

Play Episode Listen Later May 7, 2025 35:30


In the financial services industry, we often see a critical gap between technological potential and practical implementation. Financial institutions must bridge this divide, moving beyond the excitement of new technology to achieve measurable outcomes that impact both customer experience and operational efficiency. Today, we're joined on the Banking Transformed podcast by Tara Lacey, Regional Vice President of Customer Success at Backbase. Tara has made her career focusing on what truly matters in financial technology – not just helping to build innovative solutions, but ensuring they're effectively deployed to create real business value. We explore the evolving philosophy of customer success in banking technology – where the emphasis isn't on selling solutions but on ensuring their successful deployment and adoption. We also discuss why implementation strategy is often more important than the technology itself.

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.

柠檬变成柠檬水
Episode 89: 柠檬访谈 - Lydia Jiang, Regional Vice President of Canada Life

柠檬变成柠檬水

Play Episode Listen Later Apr 25, 2025 41:48 Transcription Available


Send us a text在这一期特别的柠檬水访谈中,主持人俞骅和Poy Zhong邀请到了Canada Life区域副总裁Lydia Jiang,分享她从留学生到金融高管的真实职场故事。没有背景、没有捷径,靠着坚持和积累,她一路打破偏见,走到了主流舞台。Lydia坦诚讲述了她如何在挑战中成长,如何在机会来临时勇敢接住,以及她在跨文化管理、家庭与事业平衡中的心得体会。如果你也曾怀疑自己是否“准备好”,如果你也在职场中摸索前行,这一期,将带给你满满的能量与勇气!欢迎大家收听。请您在Apple Podcasts, 小宇宙APP, Spotify, iHeart Radio, YouTube, Amazon Music等,搜寻”柠檬变成柠檬水“。Support the showThank you for listening to our podcasts. We also welcome you to join the "Turn Lemons Into Lemonade" LinkedIn page!

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.

SSPI
Better Satellite World: The Space Business is... In Asia: Welcome to ST Engineering iDirect Asia-Pacific

SSPI

Play Episode Listen Later Apr 18, 2025 44:49


In The Space Business is... – the podcast series of The Space Business is Everywhere campaign, underwritten by ST Engineering iDirect – we take a look at the way the commercial space industry has spread itself to parts of the world where space and satellites were once only read about or dreamed of. Each episode will focus on a specific location and features an innovator who is shaping - and reshaping - the industry. In the final episode, we hear from Terry Bleakley, Regional Vice President of the APAC region at ST Engineering iDirect. Terry Bleakley is the regional vice president of the APAC region at ST Engineering iDirect where he is responsible for developing and executing strategies to accelerate the company's revenue growth. Throughout his extensive career, Terry held several senior leadership roles with leading satellite operators. From 2010 to 2023, he served as Regional Vice President for the Asia-Pacific at Intelsat, where he oversaw significant regional initiatives, strengthening the company's presence in the region. Prior to his tenure at Intelsat, he was the Chief Commercial Officer at MEASAT from 2007 to 2010, where he played a critical role in driving the company's commercial growth. Terry's journey in the satellite industry began in 1997 when he moved to Malaysia to join British Telecom. Since then, held senior sales management roles at PanAmSat and Intelsat. More recently, he served as Senior Advisor for Strategic Initiatives at Intelsat and as an advisor to Sky TV New Zealand. He is set to continue his advisory work with SkyPerfect JSAT through late 2024. With strong roots in the APAC region, Terry serves as the President of the Asia Pacific Satellite Communications Council (APSCC), a non-profit organization dedicated to promoting the satellite ecosystem in the Asia-Pacific region. Since 2023, he has been leading APSCC's efforts to advance satellite communications across one of the world's most dynamic markets. He holds a Bachelor of Science from Victoria University in Wellington and a Diploma in Aviation Studies from Massey University in New Zealand.  

The Big Talk with Tricia Brouk
Commanding the Stage as an Introvert with Brian Galke

The Big Talk with Tricia Brouk

Play Episode Listen Later Apr 15, 2025 29:05


Today's guest, Brian Galke, is known as "The Decoding Detective." Brian started his career battling social anxiety while balancing his introverted and extroverted traits. Through his work in retail, service, and IT support, he mastered interpersonal skills and discovered the game-changing technique of Decoding Facial Features.   This skill transformed his career, helping him rise from IT support to Regional Vice President of Sales, managing a $40M business portfolio.   Now a sought-after speaker, Brian shares stages with thought leaders like Janine Driver, Brad Lea, and Alex Hormozi, teaching others the skills behind his remarkable transformation.   In this episode, we'll explore:   How Brian overcame his social anxiety to become a sought-after speaker The way to stop yourself from sounding nervous on stage — even if you are Why speaking is a selfless act and how to continue evolving as a speaker  His current favorites: Books: Never Split the Difference, You Say More Than You Think, & The High Five Habit, Speakers: Tony Robbins, Zig Ziglar, Jim Rohn, Brad Lea, Janine Driver, & Steve Sims, and Podcast:  The Diary of a CEO More from Brian Galke Website: https://subtleskills.com/  Instagram: https://www.instagram.com/subtleskills/  Youtube: https://www.youtube.com/@subtleskills  LinkedIn: https://www.linkedin.com/in/briangalke/  TikTok: https://www.tiktok.com/@subtleskills  Facebook: https://www.facebook.com/subtleskills    More from Tricia  Join our award-winning, trademarked signature program, The Big Talk Academy Explore my content and follow me on YouTube Follow me on Instagram  Connect with me on Facebook  Connect with me on LinkedIn  Visit my website at TriciaBrouk.com 

Mom Who Works: Redefining what it means to be a working mom (in a world without working dads...)

Selby Bush Lilley is a master of her craft and a corporate mom who works. This episode runs the full spectrum of what it means to be a mom who works at a high pressure job-- especially as a woman who never expected to be a mom who works! Listen in. You can find Selby on Instagram at @SelbyBushLilleySelby Bush Lilley is a global external affairs leader with more than 18 years of experience managing government affairs, community relations and communications strategy throughout the energy and resources industries.Selby serves as the Regional Vice President of External Affairs and Communications for Sempra Infrastructure, a leading North American energy infrastructure company.Prior to joining Sempra Infrastructure, Selby served as the Head of Corporate Affairs - Petroleum for BHP, a global top 50 company by market cap. In this role, Selby led the government and community relations teams that supported BHP's Petroleum assets across the globe – including Australia, Mexico, Canada, the United States, and Trinidad and Tobago.Prior to joining BHP, Selby spent nine years managing state government affairs for the largest gas pipeline in the US at Williams. In this capacity she managed the political strategy and execution for more than $7B in infrastructure expansion projects. Before joining the private sector, Selby served on the legislative staff of United States Senator Tom Coburn from Oklahoma and worked on the Republican National Committee's “Victory 2008” campaign as a State Communications Director.Selby also serves as an adjunct faculty member at The George Washington University's Graduate School of Political Management.Selby holds a Bachelors of Arts in Communications from Cameron University and a Master's of Professional Studies from The George Washington University's Graduate School of Political Management.  Selby serves on the Board of Directors for The Women's Home in Houston, Texas and is an active member of Impact 100 Wichita Falls. She is a sustaining member of the Junior League of Houston and has served on the boards of several non-profit organizations including The National Parks of New York Harbor Conservancy, The Immunization Partnership and the Junior League of Houston. Selby was named as one of Oil and Gas Investor Magazines “40 Under Forty” in 2020 and was awarded the Arkansas Traveler Award in 2008 by then Governor John Beebe, in recognition of her commitment to community service.Selby resides in Wichita Falls, Texas with her husband Dave Lilley and their two year old son, Conrad.

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.

Advisor Revelations
What You Need to Know About Lifetime Income

Advisor Revelations

Play Episode Listen Later Apr 8, 2025 19:48


This week, DPL's Regional Vice President, Jackson Bradley, and Sales Desk Manager, Willie Jones, talk about the misconceptions about annuities, specifically lifetime income. They discuss how annuities can be a powerful retirement tool and how advisors can leverage these products to create a personal pension for their clients and provide much-needed peace of mind in retirement. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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.

Dare to Interrupt
Working Moms, Battling Burnout, and What We'd Tell Our Younger Selves

Dare to Interrupt

Play Episode Listen Later Mar 21, 2025 56:15


This special episode, recorded in front of a live audience during the 2025 Annual Conference for the Association of Destination Management Executives International, brings together a panel of bold, leading women from the DMC industry to share their candid perspectives on navigating burnout, battling imposter syndrome, being a working parent and more.Guests:Lisa Deleon, DMCP, Vice President of Global Sales, Terramar, a DMC Network CompanyJacqueline Marko, CMP, DMCP, Regional Vice President, Mid-South Region, PRA EventsDaniella Bikoulis, DMCP, CIS, Director, Metropolitan DMC & Event ManagementAs more women break through barriers into leadership roles, the challenges don't disappear—they evolve.

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

Hot Topics in Kidney Health
Life on Dialysis: A Patient's Perspective

Hot Topics in Kidney Health

Play Episode Listen Later Mar 14, 2025 16:54


Most people who go to in center hemodialysis require lifestyle adjustments to help them get the most out of their treatment while enjoying life. In this episode of Hot Topics in Kidney Health, we visit a hemodialysis center to hear from patients and professionals about what it's like to live on dialysis. In today's episode we heard from:  Michelle Massey, PCT Cassandra Watkins, Hemodialysis patient Reginald Gramling, Hemodialysis patient Gurley Benson, Charge Nurse at dialysis center Ebony McKinley, Dialysis social worker Belinda Benbow, Dialysis Facility Administrator William Henderson, Regional Vice President of Operations for the Capital Division for U.S. Renal Care Additional Resources: Hemodialysis Information Find Support with NKF Peers   Do you have comments, questions, or suggestions? Email us at NKFpodcast@kidney.org. Also, make sure to rate and review us wherever you listen to podcasts.  

Truth, Lies and Workplace Culture
179. Jumpstart Your Workplace Culture, with Eric Stone

Truth, Lies and Workplace Culture

Play Episode Listen Later Mar 13, 2025 51:46


Truth, Lies, and Work is an award-winning psychology podcast from the HubSpot Podcast Network, hosted by Chartered Occupational Psychologist Leanne Elliott and business owner Al Elliott.

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.

Moments with Marianne
Why Primary Care Is The Key To Better Health For Older Adults with Dr. Robert Zorowitz of Humana

Moments with Marianne

Play Episode Listen Later Mar 9, 2025 12:18


Is having a primary care physician the key to better health for older adults? Tune in for an inspiring discussion with Dr. Robert Zorowitz from Humana. Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio Affiliate! Dr. Robert Zorowitz has been Regional Vice President, Health Services for the Northeast Region of Humana for 3 years. He is a graduate of Albany Medical College in Albany, NY, and completed his residency in internal medicine at Long Island Jewish Medical Center and his fellowship in geriatric medicine at the Mount Sinai Medical Center, both in New York. He is a fellow of the American Geriatrics Society and the American College of Physicians. Prior to joining Humana, Dr. Zorowitz enjoyed a long career, practicing geriatric medicine and hospice/palliative medicine in a wide variety of settings, including office, hospital, nursing home and as medical director of several home health and hospice agencies. In his current position, he continues to promote the principles of high-value clinical care for older adults and other Medicare Advantage members.  https://www.humana.comFor more show information visit: www.MariannePestana.com

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.

The Development Podcast
Mission 300: Powering Development in Sub-Saharan Africa | The Development Podcast

The Development Podcast

Play Episode Listen Later Mar 4, 2025 30:39 Transcription Available


Many of us take turning on a light switch or connecting our devices to a home Wi-Fi network for granted. If our phones need charging, we plug them in, if we want hot water we boil a kettle. These are things we don't think about, because we don't have to. But around 600 million people in Sub-Saharan Africa still live without access to electricity. In this episode of The Development Podcast, we look at Mission 300, an ambitious plan from the World Bank Group and partners, which will link 300 million people to electricity by 2030. SpeakersAjay Banga, President, World Bank Group Samia Suluhu Hassan, President of Tanzania Victoria Kwakwa, Regional Vice President for Eastern and Southern Africa, World Bank Group Andrew Herscowitz, the CEO of Mission 300 Accelerator, established by Rockefeller Catalytic Capital Hassanein Hiridjee, CEO, Axian Group Klaartje Schnade, Co-founder, Mwani Zanzibar Nora Anyidoho, Ghanian Poet Timestamps[00:00] Introducing the topic: Powering Development in Sub-Saharan Africa[03:33] Mission 300 Africa Energy Summit[06:28] The link between electrification and jobs: Visions of an entrepreneur in Zanzibar[10:50] Achieving the Mission 300 target[14:21] Partnerships are key to achieving the targets set by the Mission 300 plan[20:13] The private sector is a crucial part of the energy puzzle[28:12] Poem from Ghanaian poet, Nora AnyidohoABOUT THE DEVELOPMENT PODCASTThis international development podcast brings together the data, research—and solutions—that can pave the way to a sustainable future. Through conversations focused on revealing the latest data, the best research, and cutting-edge solutions, let us introduce you to the folks working to make the world a better place. Listen and subscribe for free on your favorite platform. And rate our show! ;) Tell us what you think of our podcast here >>>. We would love to hear from you! ABOUT THE WORLD BANKThe World Bank is one of the world's largest sources of funding and knowledge for low-income countries. Its five institutions share a commitment to reducing poverty, increasing shared prosperity, and promoting sustainable development.

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.

Capital, la Bolsa y la Vida
ASLAN: La IA, la nube y la importancia del dato

Capital, la Bolsa y la Vida

Play Episode Listen Later Feb 25, 2025 29:51


Tertulia con motivo del Congreso&Expo ASLAN 2025 con Adrián Gonzalez, Sales Director de OVHCloud; Jorge Vazquez, Country Manager de Nutanix; Juan Carlos Sánchez de la Fuente, Regional Vice President de Cloudera; y Francisco Torres-Brizuela , Channel, Alliances & SP's Director Iberoamerica de NetApp.

r-House Radio Show
2/22: Susan Ballard, Mary Peyton, and Helen Mastrion

r-House Radio Show

Play Episode Listen Later Feb 24, 2025 56:38


On this episode of r-House, your host, Peter Hunt, welcomes several special guests – Susan Ballard, Regional Vice President of HUNT Real Estate, and Licensed Associate Real Estate Brokers Mary Peyton and Helen MastrionTogether, they discuss a variety of topics, including real estate inventory in WNY and the Capital region, mortgage rate trends, pros and cons of condos vs new builds and more.

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.

MB2 Underground
Ep. 48 | Jack of All Trades | Logan Jack

MB2 Underground

Play Episode Listen Later Feb 19, 2025 42:09


The path for Logan Jack, Regional Vice President of Operations at MB2 Dental, to MB2, wasn't a straight line—from consulting to running practices to stepping into operations, he's tackled just about every challenge in the dental world. In this episode, we get into the unexpected connection that brought him to MB2, the lessons he's learned leading teams across multiple states, and what it takes to keep practices running smoothly. Outside of work, Logan shares what it's like building his own house from the ground up, why he's fully committed to a carnivore diet, and how a major lifestyle shift improved his health. ------------------------------------------------------------------------  Subscribe & Listen: Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567 ---------------------------------------------------------------------- Follow MB2 Dental on Social: MB2 Dental: mb2dental.com Instagram: instagram.com/mb2dental Facebook: facebook.com/mb2dental YouTube: youtube.com/@mb2dental LinkedIn: linkedin.com/mb2-dental  

WBEN Extras
Regional vice president for NYSCOPBA, Kenny Gold with Bauerle to provide an update on the situation at Collins Correctional Facility in Southern Erie County

WBEN Extras

Play Episode Listen Later Feb 14, 2025 15:34


Regional vice president for NYSCOPBA, Kenny Gold with Bauerle to provide an update on the situation at Collins Correctional Facility in Southern Erie County full 934 Fri, 14 Feb 2025 19:15:37 +0000 Dlf61sKsTN8kwHcxevyfegXN94YLgXxX news,collins,wben,collins correctional facility,nyscopba,kenny gold WBEN Extras news,collins,wben,collins correctional facility,nyscopba,kenny gold Regional vice president for NYSCOPBA, Kenny Gold with Bauerle to provide an update on the situation at Collins Correctional Facility in Southern Erie County Archive of various reports and news events 2024 © 2021 Audacy, Inc. News

Irish Tech News Audio Articles
Irish Data and AI firm Clear Strategy launches Flagship AI Product 'Kerbi' on Snowflake Marketplace amidst huge growth

Irish Tech News Audio Articles

Play Episode Listen Later Feb 10, 2025 4:20


Clear Strategy, Ireland's leading Data and AI solutions firm headquartered in Dún Laoghaire, with operations in Lisbon, has launched its flagship product, Kerbi, on Snowflake Marketplace. Clear Strategy, whose customer base has grown in the last year, with the increasing adoption of their Snowflake Native Apps, has existing customers that include Virgin Media Ireland, Davy and An Post. Built using the Snowflake Native App Framework,Kerbi is an AI-powered tool that provides seamless data integration to Snowflake's AI Data Cloud. By automating repetitive tasks like data transformation, error logging and other labour-intensive aspects of data processing, Kerbienables up to a 30% reduction in the cost of implementing a data platform, delivering significant savings and efficiency gains, allowing users to focus on higher-value work. Kerbi also provides a real-time view of the health of an organisation's data ecosystem, assuring organisations that their data is governed and accurate at all times. Clear Strategy has experienced rapid growth since 2018, driven by the rising demand for its innovative data solutions. This momentum is set to continue, with a 40% growth in headcount by the end of 2025, as the company scales its technical teams to meet expanding customer needs. revenue has grown by a multiple of 9 times, fuelled by the success of solutions like Kerbi, while the customer base has increased, reflecting the widespread adoption of its Snowflake-native offerings. "As a Snowflake Premier partner since 2021, Clear Strategy ensures its solutions meet the highest standards for innovation and compatibility," said Julie Collison, Co-founder of Clear Strategy. "We've established a Snowflake Centre of Excellence to help customers better exploit their data in new and innovative ways, driving faster realisation of data value. Looking ahead to 2025, we will continue enhancing Kerbi by expanding its integration capabilities and introducing AI-powered data optimisation features. We also aim to expand into the UK, EMEA, and US markets, leveraging Snowflake's global ecosystem to drive adoption of Kerbi. Additionally, Clear Strategy plans to develop further Snowflake Native Apps, solidifying our position as a key innovator in the data cloud space. We have 20+ years of experience using data to build better businesses, and that is vital with the mass adoption of AI." Dan Waters, Regional Vice President, EMEA Partners at Snowflake said: "Snowflake Marketplace was designed to empower innovative partners such as Clear Strategy to seamlessly connect with our global customer base of over 10,000 organisations. The launch of Kerbi as a Snowflake Native App is a great example of solutions that enhance the Snowflake ecosystem and enable our joint customers to unlock value from their data with confidence." Clear Strategy's journey, led by co-founders David Fitzpatrick and Julie Collison, has been defined by a singular focus: helping businesses transform raw data into meaningful insights that drive tangible results. By combining decades of expertise with innovative solutions like Kerbi, they have positioned themselves as a trusted partner for organisations navigating the complexities of the modern data landscape. Their approach was recently recognised when they were named Snowflake's UKI Services Accelerator Partner of the Year 2024, a testament to their commitment to delivering cutting-edge, impactful solutions. What sets Clear Strategy apart is their ability to meet businesses where they are, tailoring solutions to real-world challenges rather than adopting a one-size-fits-all approach. This practical and adaptive philosophy has earned them the confidence of some of Ireland's leading brands and multinational clients. Recently being recognised with a Top 10 ranking in the Deloitte Technology Fast 50 for 2024 and their winning of the UKI Services Accelerator Partner of the Year award underscores their forward-thinking approach and ability to innovate in ...

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.

Mission Matters Podcast with Adam Torres
Liz Lequeux to Participate in the Mega Mix Expo

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Feb 1, 2025 12:01


Listen to Mega Mix Expo coverage.  In this episode, Adam Torres interviews Liz Lequeux, Regional Vice President at LegalShield, explore the upcoming Megamix expo. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Marvelous Mouse Talk
Carnival's Celebration Key: Everything You Need to Know

Marvelous Mouse Talk

Play Episode Listen Later Jan 31, 2025 31:03


Marcella Zimmerman and Charlene Recio from Marvelous Mouse Travels as they discuss Celebration Key. We have a special guest, Kirk Neal, a Regional Vice President of Sales from Carnival Cruise Line. Celebration Key will open later this year and has something to offer for everyone in your family. Kirk shares all the details to know before you go! If you're ready to book your Carnival Cruise and visit this fabulous destination visit our website for a free quote: www.MarvelousMouseTravels.com To get in touch with one of the agents from this episode to book your next vacation: Charlene: Charlene@MarvelousMouseTravels.com Marcella: Marcella@MarvelousMouseTravels.com

Drive With NAR
Use Your NAR Membership as a Selling Point to Clients

Drive With NAR

Play Episode Listen Later Jan 31, 2025 23:34


As an NAR member, you have exclusive access to world-class business resources, education, tools and real estate data that aren't available to nonmembers. How do you leverage these benefits in a way that demonstrates your preparedness to work with clients in any transaction? Host Marki Lemons Ryhal talks with industry leaders Matt Difanis and Christina Pappas about the value of emphasizing your status as a member of the National Association of REALTORS® to buyers and sellers. They will explain how to communicate the advantages to consumers when they work with an agent who is a REALTOR® and how to use your NAR membership to help you up your game and grow your real estate business. Meet the Guests... Matt Difanis is the broker-owner of RE/MAX Realty Associates in Champaign, Illinois. He is a former president of the Illinois REALTORS® and served as the 2024 NAR Association Leadership Committee Liaison. Christina Pappas is a third-generation real estate broker and president of The Keyes Company in Miami, Florida. She is the NAR 2025 Regional Vice President for Region 5 and served as the 2024 Chair of the REALTOR® Party Trustees for Campaign Services Committee.

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.

Advisor Revelations
Planning for Annuity Utilization in 2025

Advisor Revelations

Play Episode Listen Later Jan 14, 2025 24:06


In this episode, DPL's Regional Vice President of Member Success, Kameron McRay, and Consultant, Logan Cheatham, discuss how financial advisors can utilize annuities more effectively in 2025. They discuss why commission-free annuities are gaining traction as a supplement or alternative to traditional fixed-income solutions, how to de-risk portfolios effectively, and the annuity products that generate efficient retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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.

American Potential
Looking Back, Moving Forward: Celebrating Growth and Welcoming a New Chapter

American Potential

Play Episode Listen Later Dec 31, 2024 40:57


In this special year-end episode of American Potential, we reflect on an incredible 2024, celebrating the stories, milestones, and impact of the podcast. Host Jeff Crank bids a heartfelt farewell as he prepares to serve Colorado's 5th District in Congress, and we proudly welcome David From, Regional Vice President at Americans for Prosperity, as the new host for 2025. The podcast team—Daniel, Monica, and Matt—joins Jeff and David to share their favorite moments, impactful stories, and what lies ahead. Tune in for a look back at the year's highlights and a glimpse at what's next as we continue sharing stories of Americans breaking barriers and achieving extraordinary things!

Advisor Revelations
Lifetime Income and Long-Term Care Enhancements

Advisor Revelations

Play Episode Listen Later Dec 31, 2024 21:06


In this episode, DPL's Regional Vice President of Member Success, Jackson Bradley, and Internal Consultant, Matt Robinson, talk about guaranteed lifetime income and long-term care solutions. They explore the difference between annuitization and lifetime income, tax treatments of lifetime income withdrawals, and long-term care enhancements. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Diary of an Apartment Investor
EXP - Rowing In The Right Direction With AJ Shepard

Diary of an Apartment Investor

Play Episode Listen Later Dec 27, 2024 20:43


Today Brian Briscoe & AJ Shepard discuss property management, scaling your business, and tips for staring out in real estate.---Continue the conversation with Brian on LinkedInJoin our multifamily investing community for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitanThis episode originally aired on December 27, 2024----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast app:Apple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Instagram: https://www.instagram.com/diary_of_an_apartment_investor Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv ----Your host, Brian Briscoe, has owned over twenty apartment complexes worth hundreds of millions of dollars and is dedicated to helping aspiring apartment investors learn how to do the same. He founded the Tribe of Titans as his platform to educate aspiring apartment investors and is continually creating new content for the subscribers and coaching clients.He is the founder of Streamline Capital based in Salt Lake City, Utah, and is probably working on closing another apartment complex in the greater SLC area. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021 after 20 years of service.Connect with him on LinkedIn----AJ ShepardAJ Shepard is the co-owner of Uptown Properties in Portland and also a licensed contractor in Oregon. We have been in the business since 2010 and pride ourselves as leaders in our local real estate market and the property management community. Finding his passion in real estate and construction management has created an avenue for the company to help provide all services necessary to its clients. Knowing the trade and the ability to manage many allows for streamlined maintenance of the investor's property at a reduced cost. Volunteering at ULI, and FRESH to give back to the Real Estate Community. An active member of NARPM and recipient of the Darryl Kazen Scholarship, current Regional Vice President of the Pacific Division, and recipient of RMP and MPM designation.AJ is also the co-host of the Westside Investors Network podcast (WIN). WIN strives to bring knowledge and education to real estate professionals seeking to gain more freedom in their life. The hosts AJ and Chris Shepard are committed to sharing the wealth of knowledge that they have gained throughout the years, to allow others the opportunity to learn and grow in their investing.    Learn more about him at: https://www.westsideinvestorsnetwork.com/podcast or https://www.uptownsyndication.com/

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.

Advisor Revelations
How Annuities Can Secure Your Retirement

Advisor Revelations

Play Episode Listen Later Dec 17, 2024 20:50


In this episode, DPL's Regional Vice President of Member Success, Blake Phillips, and RIA Consultant, Willie Jones, talk about annuities and their role in modern retirement planning. From understanding the history and purpose of annuities to exploring innovative fee-based solutions, Blake and Willie demystify common misconceptions and highlight how annuities can offer flexibility, principal protection, and guaranteed retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

American Potential
Tackling the Fiscal Cliff: Megan Novak on the Importance of Permanent Tax Cuts

American Potential

Play Episode Listen Later Oct 8, 2024 14:31


In this episode of American Potential, guest host Drew Klein, Regional Vice President for Americans for Prosperity, speaks with Megan Novak, State Director of AFP Wisconsin, about the looming fiscal cliff and the critical need to make the Tax Cuts and Jobs Act permanent. Novak shares the profound impact these tax cuts have had on small businesses across Wisconsin, from local pizza shops to family-owned farms, and explains how their expiration could hurt local economies and families. Novak also highlights the importance of AFP's annual Capital Conference, where state chapters meet with federal lawmakers to advocate for permanent tax reform and fiscal responsibility. Backed by the stories of everyday business owners, Novak illustrates how grassroots activism is key to driving real policy change. Tune in to learn how making tax cuts permanent would benefit businesses, employees, and communities across the nation.   Check out American Potential here: https://americanpotential.com   Check out our Spanish episodes here: https://www.youtube.com/playlist?list=PL8wSZydeKZ6uOuFlT_1QQ53L7l6AmC83c   Facebook: https://www.facebook.com/AmericanPotentialPodcast     Instagram: https://www.instagram.com/americanpotentialpodcast/   X: https://twitter.com/AMPotentialPod