For some, living on a budget is considered a disciplined plan for careful spending and saving. For others, having to adhere to a budget is an unwelcome restriction on enjoying life. 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 budgeting and the clear distinction between wants and needs as they relate to spending.

Listening Time: 23 minutes

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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. 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.