Your Life Your Wealth Podcast

Generational Wealth # 524

401k Success # 523

John and Jason welcome Mercer Advisors' Retirement Plan Specialist Dennis Jablonoski to discuss how employees and employers can measure the success of their 401k plans. For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

Are You A Do-It-Yourself Investor? #522

John Walker and Jason O'Meara discuss the missed investment opportunities of the DIY financial planning approach.

Importance of Disability Insurance #521

John Walker and Jason O'Meara discuss why disability insurance is a critical safety net for your financial plan.

Inflation and Your Retirement Plan # 520

John Walker and Jason O'Meara discuss how inflation can impact the purchasing power of your retirement savings.

Good Debt, Bad Debt: Know the Difference # 519

Having debt such as a mortgage with a low interest rate can make good financial sense. Other debt such as high interest credit card debt can help sink you financially.  John and Jason discuss how proper debt management can be an important part of your overall financial plan. Listening Time: 33 minutes

You Can't Take It with You: Living for Tomorrow and Today # 518

If your goal is to not be the richest person in the cemetery you may need to shift your mindset away from the years where saving money was your first priority. 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 importance of recognizing the emotional and psychological benefits of careful savings, while at the same time not missing out on enjoying life today. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 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.

7 Common Wealth Management Mistakes to Avoid # 517

John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, help you steer clear of costly wealth management mistakes. Listening Time: 32 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 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.

What Does it Take to Feel Financially Secure? # 516

An increasing percentage of people who have reached millionaire status still don't feel financially secure. 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 why some people have financial insecurity at that level and what you may do to help build your financial confidence. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 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.

Will You Inherit Family Money: Part 2 # 515

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   Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List 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.