Your Life Your Wealth
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A Spring Cleaning Guide for your Finances # 439
April 18, 2024
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 clean up your financial plan, investments, debt and savings. Are all in line with your current needs and priorities?
Listen HereLife and Wealth: The Unbreakable Link # 438
April 11, 2024
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 about the need to assess, and sometimes reassess, your priorities as you plan for retirement. Will you have the financial capability to enjoy your retired years as you imagined?
Listen HereYour 401k: Take It, Leave It, or Roll it into an IRA # 437
April 4, 2024
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’ colleague Dennis Jablonoski, Certified Retirement Plan Specialist. They discuss several effective ways to deploy your existing retirement plan dollars when you leave an employer.
Listen HereWill You Escape the Dreaded IRS Audit # 436
March 28, 2024
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 CERTIFIED FINANCIAL PLANNER ™ professional and CPA. They address several frequently asked questions about IRS audits. Plus, Tim shares a few tax filing tips to keep in mind.
Listen HereKeeping It Simple: A Strategy for Investing # 435
March 21, 2024
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 planning to help increase your probability of success.
Listen HereHow You Can Better Understand What Drives Your Investment Behaviors # 434
March 14, 2024
Psychologists remind us that our thinking and reasoning is 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, biases we may have relating to money and investing.
Listen HereEstate Planning: The Reasons Why # 433
March 7, 2024
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 time of grief. Today, John Walker, Regional Vice President, Mercer Advisors is joined by colleague Ryan Flurer, Financial Planner at Mercer Advisors. They discuss the benefits of proper estate planning.
Listen HereYour Spirit Animal: What it is and How it Relates to Financial Planning # 432
February 29, 2024
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 Advisors, will help you determine which spirit animal best describes you. This discussion may help you better understand how and why you make your decisions about money.
Listen HereOptimizing Your Social Security Benefits # 431
February 23, 2024
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 Planner at Mercer Advisors. They discuss Social Security for individuals and married couples and explore several options to help you get the most from this important cashflow source.
Listen HereThings To Consider if You Plan to Retire in the Next Year or Two # 430
February 16, 2024
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, Regional Vice President, Mercer Advisors, discusses the changes that you, and your financial planning team, may consider for you to be appropriately prepared.
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