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Your Life Your WealthEpisodes
Episodes of Your Life Your Wealth
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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
Today, a discussion on how gender may impact your feelings toward money and money management. Kelly Albert, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors joins John Walker, Regional Vice President, Mercer Advi
Arrival of the New Year may be viewed as an opportunity for a fresh start, a new beginning, or at very least a chance to put your best foot forward. John Walker, Regional Vice President, Mercer Advisors, discusses the importance of placing i
As the year ends, the holidays arrive and many of us may be busier than ever. But it’s an important time of year to keep your financial wellbeing top of mind. Today, John Walker, Regional Vice President, Mercer Advisors, reminds you of sever
Having a multigenerational relationship with your advisor can help your adult children get a solid start with financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, discusses those benefits and the advantages of start
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
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
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 health
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 p
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
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
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