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Your Life Your WealthAuthor: Steve Cordasco
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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Planning Wrap-up for 2025 and a Look Ahead to the New Year # 508
Tuesday, 2 December, 2025
The year's end is a good time to consider some financial and tax related moves to potentially maximize tax saving opportunities available to you. 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 strategic tax planning for retirement, charitable giving and more for this calendar year and the coming year. 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.
