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Artwork for Your Life Your Wealth

Your Life Your Wealth

Steve Cordasco
Financial Planning
Retirement Planning
Estate Planning
Investment Strategies
Social Security
Market Volatility
Investment Strategy
Retirement Savings
Wealth Management
Inflation
Required Minimum Distributions
Mercer Advisors
Healthcare Costs
Wealth Transfer
Tax Planning
Retirement
Life Insurance
Roth IRA
Tax Benefits
401k

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.

PublishesTwice monthlyEpisodes300Founded10 years ago
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BusinessInvesting

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Artwork for Your Life Your Wealth

Latest Episodes

John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, help you steer clear of costly wealth management mistakes.

Listening Time: 32 minu... more

An increasing percentage of people who have reached millionaire status still don't feel financially secure. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Adv... more

Inheriting wealth from a loved one can expose the recipient to a variety of emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director,... more

Surprisingly, inheriting money from a family member can be a double-edged sword. It could be a great opportunity or a cause of anguish. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® profession... more

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Recent Guests

Jason O'Meara
Certified Financial Planner and Market Leader at Mercer Advisors
Mercer Advisors
Episode: Will You Inherit Family Money? # 514
Lorraine Eugenio
Certified Divorce Financial Analyst and CFP
Mercer Advisors
Episode: Financial Consideration in Divorce # 504
Brian Esposito
Chief Revenue Officer of Philadelphia Soccer 2026
Philadelphia Soccer 2026
Episode: Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491
Fritz Gilbert
Author of Keys to A Successful Retirement and founder of The Retirement Manifesto
Episode: Assessing Your Level of Retirement Readiness # 483
Adam Oliver
A newer colleague at Mercer Advisors who has expertise in wealth transfer and estate planning
Mercer Advisors
Episode: Baby Boomers Wealth Transfer: Helping You Understand Its Impact # 452

Host

John Walker
Host and Mercer Advisors regional leader, focusing on retirement planning, tax strategies, and financial planning.

Reviews

4.8 out of 5 stars from 30 ratings
  • Great podcast!

    This podcast breaks down everything you need to know about finance today, in a way that is easy to understand and which makes achieving financial freedom possible! Highly recommend!

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Awesome Content!

    Helpful financial strategies, delivered in a clear and engaging way, make Steve's podcast a must-listen!

    Apple Podcasts
    5
    Heather Bo
    United States4 years ago
  • Cash Flow Management: An Essential Part of Your Retirement Planning - Episode # 299

    Thank you so much and keep on doing more great show.

    Apple Podcasts
    5
    Mary2577
    Philippines5 years ago
  • A Must Listen to Show!

    Steve is a great host and his topics are so timely! I encourage you to give him a listen!!!

    Apple Podcasts
    5
    Ima listener
    United States5 years ago
  • Kudos on your content!

    Interesting and very helpful insights from Steve and his guests. Cheers!

    Apple Podcasts
    5
    Grusha - ElitePodcastBookings
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There's a steady emphasis on tax-efficient strategies and real-world planning tools.
Listeners appreciate how complex financial concepts are broken down into practical steps.
Guests consistently provide actionable retirement planning guidance.

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Talking Points

Recent interactions between the hosts and their guests.

Donations to Charity and Your Tax Planning # 511
Q: What are the implications of the new tax laws on charitable giving?
The new tax laws allow for increased deductions for charitable contributions, promoting tax-efficient giving and potentially affecting how families engage with nonprofits.
Advantages of A Financial Gifting Strategy # 503
Q: I want to give my kid $10,000. Who has to pay taxes on that?
If you give $10,000, there are no taxes owed by anybody, as this amount is under the gift tax threshold.
Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491
Q: Is there any estimates on what you're expecting this event to actually cost to put on and what we can expect for economic benefit?
The cost is still fluid, but the economic impact is estimated at upwards of $700 million which is significant for the region.
Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491
Q: Brian, could you share with our listeners the work that you and your team are doing to help expand this across the United States?
We're one of 11 host cities in the United States that are hosting the World Cup, working to highlight and create a lasting legacy for soccer and the communities involved.
Savings Comparisons May Be Useless # 499
Q: What do we do if we have a retirement shortfall?
You either delay your goal, put more money towards it, or take more risk in your investments.

Audience Metrics

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Frequently Asked Questions About Your Life Your Wealth

What is Your Life Your Wealth about and what kind of topics does it cover?

This show centers on practical personal finance, retirement readiness, tax strategy, and investing, frequently featuring Mercer Advisors experts. Episodes cover Roth conversions, Social Security timing, healthcare costs before Medicare, charitable giving, and risk management, with a strong emphasis on actionable planning and scenario testing for near-term and retirement-year decisions. Notable for its hands-on focus, it often translates complex tax and retirement rules into actionable steps, frequently pairing client-facing topics with market context and planning tools.

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What are the audience demographics for Your Life Your Wealth?

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How many episodes of Your Life Your Wealth are there?

Your Life Your Wealth launched 10 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Your Life Your Wealth?

Recent guests on Your Life Your Wealth include:

1. Jason O'Meara
2. Lorraine Eugenio
3. Brian Esposito
4. Fritz Gilbert
5. Adam Oliver

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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