Your Life Your Wealth

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Is Fear Causing You to Delay Your Retirement? # 478

February 13, 2025

There are issues of concern that prevent some aging Americans from retiring. However, delaying retirement too long may create unforeseen problems. Today, John Walker, RegionalVice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what may be preventing some people from making a timely transition into retirement, and ways to help overcome resistance to wrapping-up a career.

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New Interest in College Courses on Personal Finance # 477

February 6, 2025

There is a growing trend of personal finance courses being offered on college campuses. Members of Generation Z are flocking to them. 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 what students are being taught, and the reasons for their growing interest.

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The Value of Professional Guidance in Selling Your Business # 476

January 30, 2025

Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A large transfer of wealth will result. Help from a professional may be necessary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Curt Cyliax, Managing Director and Peter Hissey, Vice President, both of Strategic Exit Advisors, a firm dedicated to helping business owners maximize value and safeguard their legacy during ownership transfers.

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Finding Your Financial Confidence # 475

January 23, 2025

According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals than previous generations. Today, John Walker, Regional Vice President, Mercer Advisors, discusses details of the survey and the reasons why many baby boomers have attained such confidence.

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Balancing Money and Happiness # 474

January 16, 2025

Can having more money equate to greater satisfaction or contentment? 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 the complicated relationship between money and happiness by sharing insights from their professional and personal perspectives.

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Ways to Help Minimize Your Sequence of Return Risk # 473

January 9, 2025

If you depend largely on your investment portfolio to fund your retirement, withdrawing from those accounts during a down market, particularly in the earlier years of your retirement, can affect how long your savings will likely last. 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 several strategies you can use to help ease the impact of sequence of return risk.

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5 Financial Considerations for the New Year # 472

January 1, 2025

2025 has arrived. Today, John Walker, Regional Vice President, Mercer Advisors, discusses 5 important areas of financial planning and personal finance you may want to contemplate as you ponder resolutions for the new year.

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Money Talk at Your Holiday Table # 471

December 19, 2024

Talking about money and finances may sometimes be discouraged when the family is together at the holiday table. But, should such talk really be taboo? 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, to offer some guidance.

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Your Tax Deductible Charitable Donations # 470

December 12, 2024

Many of us are charitable year-round. At holiday time, making charitable donations often takes on additional significance as we count our blessings and strive to help those in need. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to make impactful charitable donations and help reduce your annual tax burden.

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Your Year-End Tax Planning # 469

December 5, 2024

Assessing your tax situation before year-end can uncover various tax planning moves for you to consider. 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 several specific strategies that include making charitable donations directly from your IRA, tax loss harvesting, Roth conversions, and others that could help reduce your tax burden for the year.

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