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You Can Balance Living for Today and Saving for Tomorrow # 451
Manage episode 429483166 series 2353242
Diligent saving for your retired years doesn’t mean you need to miss out on life’s pleasures. 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 you strike the right balance between enjoying life today and planning for tomorrow.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
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.
101 episodes
Manage episode 429483166 series 2353242
Diligent saving for your retired years doesn’t mean you need to miss out on life’s pleasures. 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 you strike the right balance between enjoying life today and planning for tomorrow.
Listening Time: 24 minutes
Mercer-Cordasco Disclosure Information
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.
101 episodes
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