Your Life Your Wealth

A Media Production of Cordasco Financial Network

Celebrating 350+ Episodes
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IMPORTANT DISCLOSURE INFORMATION

Important Reminders for You, Today’s Investor # 361

September 30, 2022

Are the markets testing your patience? Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares historical data, lessons learned, and valuable insights recently published online by Don Calcagni, Chief Investment Officer, Mercer Advisors. John also discusses the importance of professional guidance in helping you keep your long term financial objectives in view.

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Lessons From The Witch of Wall Street # 360

September 23, 2022

Now may be a good time to learn about the intriguing relationship between wealth and wellbeing. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses why there is often a disconnect between the two. He shares the story of Hetty Green and insights on why some wealthy individuals may never derive a sense of emotional well being from their financial security. Others can easily find emotional comfort, satisfaction and a true sense of well being despite having far less means.

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New Opportunities for Reducing Your Tax Bill # 359

September 16, 2022

For consumers who purchased electric vehicles, home appliances, health insurance from the exchanges, or participated in a Medicare program, there are several new tax benefits you should know about which could produce tax savings. John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph, CFP® and CPA, of Cordasco Financial Network, a part of Mercer Advisors, share the details.

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Financial Education: The Value of an Early Start # 358

September 9, 2022

There is an increasing awareness regarding the importance of teaching students about money. The number of school districts around the country now mandating financial literacy courses beginning as early as elementary school and continuing through high school is growing. John Walker and Dennis Jablonoski of Cordasco Financial Network, a part of Mercer Advisors, discuss this national trend with Dr. Billy J. Hensley, President and CEO of NEFA, the National Endowment for Financial Education.

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The Evolution of Retirement Planning: Your Labor Day History Lesson # 357

September 2, 2022

Dennis Jablonoski, Certified Retirement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors and John Walker, Regional Vice President, Mercer Advisors, discuss the origins of retirement planning. They also describe how the concept of large companies providing pensions for an aging workforce moving into retirement was a motivating factor in the creation of our nation’s Social Security system.

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Generational Money Beliefs You May Want to Cast Aside # 356

August 26, 2022

Mom and Dad’s long-held opinions about money and finances may not be relevant today. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, outlines 5 generational beliefs about how you earn, save and spend that may no longer be appropriate in today’s world.

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Your Business Retirement Plan Options # 355

August 19, 2022

There are several retrement plan optons available to business owners and employees. Dennis Jablonoski, Certfied Retrement Plan Specialist at Cordasco Financial Network, a part of Mercer Advisors joins John Walker, Regional Vice President, Mercer Advisors, to discuss IRAs, Simple, SEP and Defined Benefit Plans.

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You or Your Investments: Which Is Your Advisor’s Focus? # 354

August 12, 2022

As an investor, you’re excited to see growth. As you save and invest that growth is important, but you need to know why you’re building wealth. It’s not just about having more money. John Walker and Advisor Ryan Flurer of Cordasco Financial Network, a part of Mercer Advisors, share insights on why having a discussion on specific investment options before creating your overall strategic plan is likely not a sound approach.

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You Just Received A Financial Windfall: Now What? #353

August 6, 2022

Would you know how to handle a windfall of cash if it came your way? Whether it be from an inheritance, sale of your business or property, a legal seBlement, or even a big loBery win, a large and oCen unexpected influx of money can create great opportunity, but it also comes with potenFal piGalls. John Walker of Cordasco Financial Network, a part of Mercer Advisors, helps you prepare.

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Three Types of Investment Risk You Face # 352

July 29, 2022

Risk tolerance, capacity and need are three important components of successful investing. John Walker and and Tim Joseph, CFP® and CPA, from Cordasco Financial Network, a part of Mercer Advisors, define each distinctly different category of risk. They offer guidance on how careful risk management works to your financial advantage.

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