Mid-Year is a Good Time for Your Portfolio Check-up # 497
Release Date: 07/09/2025
Will You Inherit Family Money: Part 2 # 515
Your Life Your Wealth
Inheriting wealth from a loved one can expose the recipient to a variety of emotions. 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 how handling inherited wealth can impact the behavior and judgment of those who receive the inheritance, and talk about ways to appropriately address those issues. Listening Time: 23 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by...
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Will You Inherit Family Money? # 514
Your Life Your Wealth
Surprisingly, inheriting money from a family member can be a double-edged sword. It could be a great opportunity or a cause of anguish. 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 some of the unforeseen effects, both positive and negative, of inheriting wealth from a family member. Listening Time: 29 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial...
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Planning Moves Pre-Retirees Should Know # 513
Your Life Your Wealth
As you move toward retirement, several ages offer specific opportunities for your benefit. 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 often overlooked planning moves you may consider when turning age 59 1⁄2. 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 their individual...
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401k Update: Changes That May Impact Your Retirement Plan # 512
Your Life Your Wealth
New regulations relating to 401k plans are now in effect. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron Carmichael and Dennis Jablonoski of Mercer Advisors’ Retirement Plan Group. They discuss rule changes, including new catch-up provisions and tax changes, that may impact 401k plan participants and plan sponsors. 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 individual capacities as...
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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...
info_outlineWhile many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your financial plan. 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 benefits of focusing on several key areas of your financial plan at this time of year.
Listening Time: 20 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
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.