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Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.

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Last Episode Date: 23 May 2024

Total Episodes: 100

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23 May 2024
Using Debt to Your Advantage in Financial Planning # 444

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 Advisors. They discuss smar...

24 min
16 May 2024
Do You Believe a Retirement Crisis is Looming? # 443

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, Wealth Advisor and Sr. Di...

23 min
9 May 2024
Building Blocks To Your Later Years # 442

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 life financially and otherwise. J...

25 min
2 May 2024
Can You Live Comfortably on a Budget? # 441

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 FINAN...

23 min
25 April 2024
How Your Core Values Impact Your Financial Plan # 440

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 also discusses the financial bene...

21 min
18 April 2024
A Spring Cleaning Guide for your Finances # 439

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 financial plan, investments, de...

22 min
11 April 2024
Life and Wealth: The Unbreakable Link # 438

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 about the need to assess, and s...

23 min
4 April 2024
Your 401k: Take It, Leave It, or Roll it into an IRA # 437

Your 401k: Take It, Leave It, or Roll it into an IRA # 437 When you leave your employer, you have several options in dealing with your 401k. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by his Mercer Advisors’ colleague Dennis Jablonoski, Cert...

25 min
28 March 2024
Will You Escape the Dreaded IRS Audit # 436

There have been reports that the IRS has strengthened its enforcement efforts. With this year’s tax filing deadline quickly approaching, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER ™  p...

21 min
21 March 2024
Keeping It Simple: A Strategy for Investing # 435

Accomplishing things in a straight-forward and uncomplicated manor has a way of making life easier. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how to apply this philosophy to your financial and retirement planning to help increase your probabi...

21 min
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