Donations to Charity and Your Tax Planning # 511
Your Life Your Wealth
Making mutually beneficial charitable donations can be an important component of your financial and tax planning. 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 welcome Drew Ellis, Director, Institutional Partnerships at Mercer Advisors, to discuss his work with foundations, as well as how the landscape for making charitable donations has changed due to recent legislation. Listening Time: 17 minutes Additional Mercer Advisors Disclosure Cordasco...
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Knowing When To Retire # 510
Your Life Your Wealth
Good timing matters. 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 ways to help you understand the signs and recognize when it may be time for you to enter retirement. Listening Time: 21 minutes 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...
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Ten Strategies for Retiring in 2026 # 509
Your Life Your Wealth
Before making financial decisions that may impact your retired years, there is much to consider. 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 ten retirement related points to ponder before you leave the workforce. Listening Time: 26 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual...
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Planning Wrap-up for 2025 and a Look Ahead to the New Year # 508
Your Life Your Wealth
The year’s end is a good time to consider some financial and tax related moves to potentially maximize tax saving opportunities available to you. 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 strategic tax planning for retirement, charitable giving and more for this calendar year and the coming year. Listening Time: 23 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by...
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The Risk You Want vs. The Risk You Need # 507
Your Life Your Wealth
The amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk different than the amount of risk you need to take to maintain your desired lifestyle throughout your retired years? 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 ways to help you find a balance between risk tolerance and risk capacity. Listening Time: 23 minutes Additional Mercer Advisors Disclosure...
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Roth vs Traditional IRAs # 506
Your Life Your Wealth
Proper tax planning can be an important part of determining the real value of your IRA accounts. 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 traditional and Roth IRAs and how each may fit into your overall retirement plan. Listening Time: 19 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their...
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New Tax Guidance Regarding Your Charitable Deductions # 505
Your Life Your Wealth
Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. 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 along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a...
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Financial Consideration in Divorce # 504
Your Life Your Wealth
If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear understanding of the important financial considerations for your future. 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 welcome Mercer Advisors colleague Lorraine Eugenio, CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst....
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Advantages of A Financial Gifting Strategy # 503
Your Life Your Wealth
If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. 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 value of having a tax strategy when giving or receiving financial gifts. Listening Time: 23 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in...
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Do You Have Financial Regrets? # 502
Your Life Your Wealth
It’s not uncommon for some folks to look back on their personal financial history and have some remorse. 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 a recently released Bankrate survey identifying some of the drivers of financial regrets, how they’ve changed over the years, and how to address them. Listening Time: 26 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by...
info_outlineRetiring 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