Your Life Your Wealth

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Steve Cordasco
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435 - 725 listeners Neutral 4.8 rating 29 reviews 100 episodes USA
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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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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Your Life Your Wealth.

Hosts

John Walker Jason OMeara

Previous Guests

John Walker
John Walker is the Regional Vice President at Mercer Advisors, where he specializes in providing financial guidance and strategies to clients. With extensive experience in the financial services industry, he focuses on helping individuals and families navigate their financial journeys.
Jason OMeara
Jason OMeara is a CERTIFIED FINANCIAL PLANNERTM professional and Wealth Advisor at Mercer Advisors. As a Senior Director, he brings a wealth of knowledge in financial planning and investment strategies, assisting clients in achieving their financial goals and fostering healthy financial discussions.
Fritz Gilbert
Fritz Gilbert is the author of 'Keys to A Successful Retirement' and the founder of the popular blog 'The Retirement Manifesto'. He specializes in retirement planning and offers insights on how to prepare for a successful transition into retirement. With a focus on both financial and psychological aspects of retirement, Fritz provides valuable guidance to those looking to enhance their retirement readiness.

Topics Discussed

retirement planning 70s 80s financial planning wealth management investing discipline consistency emotional decisions investment success retirement readiness psychological planning Fritz Gilbert Keys to A Successful Retirement The Retirement Manifesto family finances money management financial disagreements open dialogue relationships

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Episodes

Here's the recent few episodes on Your Life Your Wealth.

0:00 19:47

Retirement Planning in Your 70’s and Beyond # 486

Guests
John Walker Jason OMeara
Keywords
retirement planning 70s 80s financial planning wealth management

Preparing for retirement if you plan to work into your 70’s or 80’s may be quite different than if you plan to enter retirement in your early 60’s. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the unique benefits and challenges of planning for a later-life retirement.

Listening Time: 19 minutes

Mercer-Cordasco Disclosure Information

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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.

0:00 20:30

How Not to be an Emotionally Driven Investor # 485

Guests
John Walker Jason OMeara
Keywords
investing discipline consistency emotional decisions investment success

Consider investing with discipline and consistency, and not with your emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several ways to avoid making emotional decisions that may limit your investment success.

Listening Time: 20 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.

0:00 21:18

Do Millionaires have Financial Planning Secrets? # 484

Attaining millionaire status may be less illusive now than in years past. Some who aspire to that level of wealth believe there may be secrets to reaching that financial position. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the findings of a recent Northwestern Mutual study on the characteristics and habits of today’s millionaires.

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.

0:00 22:13

Assessing Your Level of Retirement Readiness # 483

Hosts
John Walker Jason OMeara
Guests
Fritz Gilbert
Keywords
retirement readiness financial planning psychological planning Fritz Gilbert Keys to A Successful Retirement The Retirement Manifesto

Retiring can be a difficult transition, but good financial and psychological planning may help. Today, John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors, welcome Fritz Gilbert, author of “Keys to A Successful Retirement” and founder of the popular blog “The Retirement Manifesto.” Fritz outlines his 3 levels of retirement readiness that can help smooth your transition into retirement.

Listening Time: 22 minutes

0:00 19:47

Family Finances: Staying on the Same Page # 482

Guests
John Walker Jason OMeara
Keywords
family finances money management financial disagreements open dialogue relationships

Financial strife can cause dissatisfaction in relationships. Significantly differing views on money management and spending may lead to arguments and might even result in the ending of a relationship. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help overcome money disagreements and help foster open dialogue on financial matters between partners.

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.

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4.8 rating 29 reviews

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4.8 ratings 29 reviews

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