Cordasco Financial Network

Assessing Your Level of Retirement Readiness # 483 - Listen Here: https://bit.ly/ylyw-483 Retiring can be a difficult transition, but good financial and psychological planning may help.?Today, John Walker, Regional Vice President, Mercer Advisors, and Jason O'Meara, CFP?, 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. #retirementplanning #investmentplanning #retirementreadiness

Family Finances: Staying on the Same Page # 482 - Listen Here: https://bit.ly/YLYW-482 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 Jason O'Meara, CFP?, 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. #financialplanning #investmentplanning #retirementplanning #relationshipsandmoney

How Much Home Can You Really Afford # 481 - Listen Here: https://bit.ly/YLYW-481 Home ownership is part of the American dream. The increased cost of owning a home has made home ownership a bigger challenge for many.?Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jason O'Meara, CFP?, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you determine how much you can afford to pay for a home in today’s market while not jeopardizing your other important financial goals.?#homeaffordability #financialplanning #investmentplanning

Taking a Buyout from Your Employer # 480 - Listen Here: https://bit.ly/ylyw-480 Unfortunately, having to reduce the number of a company’s employees has become all too commonplace. Frequently cutting the payroll may be considered a quick boost for a company’s bottom line. Some long-standing employees may be offered “a package” or a “buyout.” Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jason O'Meara, CFP?, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways departing employees may effectively handle a “buyout” opportunity to help limit the potential negative financial impact of this significant life change. #takingabuyout #earlyretirement #financialplanning

Help with Choosing the Financial Advisor That’s Right for You # 479 - Listen Here: https://bit.ly/YLYW-479 Selecting a professional to handle your financial affairs can be a critically important decision. There are many options for you to carefully investigate before committing to an individual or firm. Today, John Walker Regional Vice President, Mercer Advisors, is joined by Jason O'Meara, CFP?, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several important questions to ask as part of your due diligence to help you make the best decision to reach your financial goals and aspirations. #selectingafinancialadvisor #financialplanning #retirementplanning #investmentplanning

Is?Fear?Causing?You?to?Delay?Your?Retirement??#?478 - Listen Here: https://bit.ly/YLYW-478 There are issues of concern that prevent some aging Americans from retiring. However, delaying retirement too long may create unforeseen problems.?Today,?John Walker,?RegionalVice?President,?Mercer?Advisors, is joined by Jason O'Meara, CFP?, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what may be preventing some people from making a timely transition into retirement, and ways to help overcome resistance to wrapping-up a career. #financialplanning #retirementplanning #fearofretiring #delayedretirement

New Interest in College Courses on Personal Finance # 477 - Listen Here: https://bit.ly/ylyw-477 There is a growing trend of personal finance courses being offered on college campuses. Members of Generation Z are flocking to them. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jason O'Meara, CFP?, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what students are being taught, and the reasons for their growing interest. #coursesonfinance #financialplanning #investmentplanning #collegecourses #highschoolcourses

The Value of Professional Guidance in Selling Your Business # 476 - Listen Here: https://bit.ly/ylyw-476 Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A large transfer of wealth will result. Help from a professional may be necessary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Curt A. Cyliax, Managing Director and Peter Hissey, Vice President, both of Strategic Exit Advisors, a firm dedicated to helping business owners maximize value and safeguard their legacy during ownership transfers. #sellingyourbusiness #sellingyourcompany

Finding Your Financial Confidence # 475 - Listen Here: https://bit.ly/ylyw-475 According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals than previous generations. Today, John Walker, Regional Vice President, Mercer Advisors, discusses details of the survey and the reasons why many baby boomers have attained such confidence. #investmentplanning #retirementplanning #financialconfidence #financialgoals

Balancing Money and Happiness # 474 - Listen Here: https://bit.ly/ylyw-474 Can having more money equate to greater satisfaction or contentment? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jason O'Meara, CFP?, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the complicated relationship between money and happiness by sharing insights from their professional and personal perspectives. #financialplanning #investmentplanning #moneyandhappiness