Your Life Your Wealth

May 9, 2024

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 life financially and otherwise. John Walker, Regional Vice President, Mercer Advisors, is joined by Fritz Gilbert author of the book “Keys To A Successful Retirement” and creator and writer of “The Retirement Manifesto” blog.

May 2, 2024

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 Advisors, is joined by CERTIFIED FINANCIAL PLANNER ™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss budgeting and the clear distinction between wants and needs as they relate to spending.

April 25, 2024

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 also discusses the financial benefits you, and your loved ones, may receive when you apply those principles.

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?

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?

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.

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.

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.

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.

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.