Steve Cordasco
Your Life Your WealthEpisodes
Episodes of Your Life Your Wealth
Mark All
Cash can be an important part of your investment portfolio. How much should you have, and in what vehicles should your cash be held? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM pro
There are several elements that may be a part of an estate plan. By including even the most basic items in your estate plan, you can help family and friends more easily carry out your wishes. Today, John Walker, Regional Vice President, Merc
Sometimes people consider moving to states with no income tax because they think living there will be a better deal financially. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM profess
If there is a significant age disparity between you and your spouse, that difference should be considered as you plan for your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLAN
Pay your fair share, of course, but why pay more in taxes than necessary? Did you know that paying the least amount of tax in a calendar year may not be part the best strategy for your overall tax planning efforts. Today, John Walker, Region
The number of retirees going back to work, full or part-time, is on the rise. Some return for financial reasons, others to resume professional and social engagement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the
Roth IRAs offer tax advantages for younger workers, but they also offer benefits you may consider as you approach retirement. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM profession
Are you focusing solely on “the numbers” when determining your investment success? Perhaps you should reconsider. There are many other aspects of financial planning that deserve your attention. Today, John Walker, Regional Vice President, Me
Maintaining a balanced portfolio is an important part of your investment strategy. There are times, due to a surge in one market sector for example, where you may find your portfolio too heavily weighted in one company or type of investment.
Retiring early is the dream of many, but delaying your planned retirement may offer an upside. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Adviso
The baby boom generation is the wealthiest in U.S. history. As the boomers age beyond retirement and pass their wealth to their heirs, collectively our country will experience the largest ever transfer of wealth. Today, John Walker, Regional
Diligent saving for your retired years doesn’t mean you need to miss out on life’s pleasures. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor
We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. Today, John Walker, Regional Vice Preside
Rules of thumb. We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. Today, John Walker, Regio
Protecting what have, and providing for those you care about, may depend on having the correct type and amount of insurance. Purchasing sufficient insurance can be an important component of your retirement and estate planning. Today, John Wa
If you don’t have a support system of family or friends, you may face challenging times as you age alone. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, We
Funding your 401k up to the amount of your company’s match is a no-brainer. Your contribution gets doubled, but should you contribute more? Today, John Walker, Regional Vice President, Mercer Advisors is joined by two Mercer colleagues, Chri
When planning for your retirement, having money set aside for short, intermediate and long-term purposes can be a viable approach to securing your future. This process is sometimes called the “bucket approach.” Today, John Walker, Regional V
Debt is a 4-letter word many savers and investors may want to avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer
News stories about an impending retirement crisis have been published regularly over the past several decades. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara
The building blocks that we played with as children take on a whole new meaning when they are imagined, later in life, to be more than just toys. Building blocks exist throughout our lives, and if used wisely, can help lead us to a better li
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 Advisor
Financial planning is about more than just numbers. It may be reflective of the values and priorities you hold dear. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help identify your guiding principles. He al
Spring cleaning our home or office is common for many of us, but have you considered spring cleaning for your finances? John Walker, Regional Vice President, Mercer Advisors, discusses why now may be the perfect time of year to look at your
The very essence of this weekly podcast is about the inevitable intersection of Life and Wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how your personal finances and your lifestyle are intertwined. He talks
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