Your Life Your Wealth

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Your Financial Planning vs. A One-Time Financial Plan # 421

December 1, 2023

There’s a big difference between financial planning and obtaining a one-time financial plan. A one-time plan only presents a snapshot of a single moment in time and doesn’t include consideration of life changes you will likely experience. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why dynamic ongoing work with a planning professional can be far better suited to helping you achieve your financial goals.

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Unexpected Early Retirement – Are You Prepared? # 420

November 17, 2023

Planning to work into your late 60’s or beyond may be a good idea in theory, but frequently working longer is not an option. Health concerns or being let go by your employer are likely unforeseen. Does your financial plan include contingencies for retiring earlier than you may have expected? Today, John Walker, Regional Vice President, Mercer Advisors, discusses the need for a retirement plan that includes consideration for those unplanned occurrences that may be on the horizon.

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Where Your Health and Wealth Meet # 419

November 10, 2023

Financial planners help clients manage their money, of course, but may also assist in navigating the physical, psychological and emotional impact of retirement planning, and living in retirement as we age. Making informed choices to stay healthy, fit and financially secure may have a direct connection to how long we live. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the intersection of health, wealth and longevity.

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Living Your Purposeful Retirement # 418

November 3, 2023

During our working life, some of us define ourselves by what we do for a living. Retirement changes all of that. Today, John Walker, Regional Vice President, Mercer Advisors, takes a deep and insightful dive into the ways and means of finding purpose in life during your retired years.

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What Happens when Student Loan Repayment and Retirement Planning Converge? # 417

October 27, 2023

Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Financial Planner Dennis Jablonoski to discuss newly released data on the impact the resumption of student loan repayments may have on retirement savings.

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Why Cash Should be a Part of Your Investment Portfolio # 416

October 20, 2023

Having a well-diversified investment portfolio is one of the most basic guidelines in financial planning. Having cash on-hand should be part of that plan. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why having a part of your portfolio in cash is necessary.

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You Can Enjoy a Win-Win When Making a Charitable Donation # 415

October 13, 2023

The giving season is fast approaching. Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA, and Ryan Flurer, Wealth Manager, to discuss charitable gift annuities. Learn how to make a significant donation to your charity of choice while receiving beneficial tax treatment and more.

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Expenses That Could Put Your Retirement Plans in Jeopardy # 414

October 6, 2023

You’ll spend a good part of your working life saving for your retirement. Once you reach your goals, you want to feel confident that what you’ve saved will be enough to cover your financial needs throughout your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the importance of anticipating, and planning for, unexpected expenses that could derail your retirement.

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Financial Relativity: Help in Clarifying Your View # 413

September 29, 2023

Attempting to understand Albert Einstein’s Theory of Relativity can be mind-blowing, but have you ever considered financial relativity? Today, John Walker, Regional Vice President, Mercer Advisors, explains the meaning of financial relativity and how understanding it can give you a clearer perspective on your financial position.

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Your Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412

September 22, 2023

Having a clear financial plan may help ease concerns for many, whether already retired or nearing retirement. What is your view of the future? In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help those with optimistic, or pessimistic, outlooks create a plan for their future.

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