Your Life Your Wealth

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.

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 PLANNER^TM 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

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

April 03, 2025

John Walker Jason OMeara

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 PLANNER^TM 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

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.

Consider investing with discipline and consistency, and not with your emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER^TM 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

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

March 26, 2025

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 PLANNER^TM 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

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.

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 PLANNER^TM 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

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

March 19, 2025

John Walker Jason OMeara

Fritz Gilbert

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 PLANNER^TM 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

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 PLANNER^TM 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

March 12, 2025

John Walker Jason OMeara

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 PLANNER^TM 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

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.

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 PLANNER^TM 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