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Your Life Your WealthEpisodes
Episodes of Your Life Your Wealth
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We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. Today, John Walker, Regional Vice Preside
Rules of thumb. We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. Today, John Walker, Regio
Protecting what have, and providing for those you care about, may depend on having the correct type and amount of insurance. Purchasing sufficient insurance can be an important component of your retirement and estate planning. Today, John Wa
If you don’t have a support system of family or friends, you may face challenging times as you age alone. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, We
Funding your 401k up to the amount of your company’s match is a no-brainer. Your contribution gets doubled, but should you contribute more? Today, John Walker, Regional Vice President, Mercer Advisors is joined by two Mercer colleagues, Chri
When planning for your retirement, having money set aside for short, intermediate and long-term purposes can be a viable approach to securing your future. This process is sometimes called the “bucket approach.” Today, John Walker, Regional V
Debt is a 4-letter word many savers and investors may want to avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer
News stories about an impending retirement crisis have been published regularly over the past several decades. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara
The building blocks that we played with as children take on a whole new meaning when they are imagined, later in life, to be more than just toys. Building blocks exist throughout our lives, and if used wisely, can help lead us to a better li
For some, living on a budget is considered a disciplined plan for careful spending and saving. For others, having to adhere to a budget is an unwelcome restriction on enjoying life. Today, John Walker, Regional Vice President, Mercer Advisor
Financial planning is about more than just numbers. It may be reflective of the values and priorities you hold dear. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help identify your guiding principles. He al
Spring cleaning our home or office is common for many of us, but have you considered spring cleaning for your finances? John Walker, Regional Vice President, Mercer Advisors, discusses why now may be the perfect time of year to look at your
The very essence of this weekly podcast is about the inevitable intersection of Life and Wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how your personal finances and your lifestyle are intertwined. He talks
Your 401k: Take It, Leave It, or Roll it into an IRA # 437 When you leave your employer, you have several options in dealing with your 401k. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by his Mercer Advisors’ coll
There have been reports that the IRS has strengthened its enforcement efforts. With this year’s tax filing deadline quickly approaching, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Tim Joseph CERTIFIE
Accomplishing things in a straight-forward and uncomplicated manor has a way of making life easier. Today, John Walker, Regional Vice President, Mercer Advisors, discusses how to apply this philosophy to your financial and retirement plannin
Psychologists remind us that our thinking and reasoning are often influenced by our preconceived notions or ideas. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to identify, as well as work with and around, bia
There are several reasons why you should consider putting your financial affairs in order before you die. Among them, is that estate planning can help clear your own mind and help give your heirs direction in fulfilling your wishes in their
Did you know that you may have a spirit animal when it comes to your finances? Your spirit animal represents you, your personality, and your attitudes toward investing. Having a little fun today, John Walker, Regional Vice President, Mercer
Maximizing Social Security benefits for you and your spouse can be tricky since there are several different options to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by colleague Ryan Flurer, Financial Plan
If your retirement is a year or two away, you should be mindful of changes to the current retirement landscape. The changes result from legislative action and the forthcoming sunsetting of some previously enacted tax laws. Today, John Walker
In today’s economy, there’s seems to be no shortage of financial advice offered. It may come from friends, family members, co-workers, or even journalists. The problem is that the advice you receive may not be good advice. Today, John Walker
Managing risk and yield within your portfolio in today’s world, with higher interest rates that likely won’t last, can be a challenge. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Don Calcagni, Chief Investment
The modern concept of retirement was a long time in coming and will continue to evolve. Lifestyle changes and longevity have had a significant impact on how we plan for, and live in, retirement. Today, John Walker, Regional Vice President, M
Putting together a net worth statement may be a good starting point for a more accurate understanding of your financial health. Today, John Walker, Regional Vice President, Mercer Advisors, discusses what’s included in a net worth statement
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