Do You Have Financial Regrets? # 502

03/09/2025 26 min
Do You Have Financial Regrets? # 502

Listen "Do You Have Financial Regrets? # 502"

Episode Synopsis

It’s not uncommon for some folks to look back on their personal financial history and have some remorse. 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 a recently released Bankrate survey identifying some of the drivers of financial regrets, how they’ve changed over the years, and how to address them. Listening Time: 26 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.