Your Life Your Wealth

Will You Inherit Family Money: Part 2 # 515

Inheriting wealth from a loved one can expose the recipient to a variety of emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER®…

Will You Inherit Family Money? # 514

Surprisingly, inheriting money from a family member can be a double-edged sword. It could be a great opportunity or a cause of anguish. Today, John Walker, Regional Vice President, Mercer Advisors,…

Planning Moves Pre-Retirees Should Know # 513

As you move toward retirement, several ages offer specific opportunities for your benefit. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER®…

401k Update: Changes That May Impact Your Retirement Plan # 512

New regulations relating to 401k plans are now in effect. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron Carmichael and Dennis Jablonoski of Mercer Advisors'…

Donations to Charity and Your Tax Planning # 511

Making mutually beneficial charitable donations can be an important component of your financial and tax planning. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED…

Knowing When To Retire # 510

Good timing matters. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer…

Ten Strategies for Retiring in 2026 # 509

Before making financial decisions that may impact your retired years, there is much to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL…

Market Perspective Episode 33

Planning Wrap-up for 2025 and a Look Ahead to the New Year # 508

The year's end is a good time to consider some financial and tax related moves to potentially maximize tax saving opportunities available to you. Today, John Walker, Regional Vice President, Mercer…

The Risk You Want vs. The Risk You Need # 507

The amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk different than the amount of risk you need to take to maintain your…

Roth vs Traditional IRAs # 506

Proper tax planning can be an important part of determining the real value of your IRA accounts. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL…

New Tax Guidance Regarding Your Charitable Deductions # 505

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED…

Financial Consideration in Divorce # 504

If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear…

Advantages of A Financial Gifting Strategy # 503

If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED…

Do You Have Financial Regrets? # 502

It's not uncommon for some folks to look back on their personal financial history and have some remorse. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL…

"Fear of Getting In" the Markets # 501

Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED…

The Real Value of Financial Advice # 500

Are you a do-it-yourself investor? Perhaps it's time to consider an alternative. A new study released by The Vanguard Group shows the intrinsic value of working with a financial advisor. Today, John…

Savings Comparisons May Be Useless # 499

Every wonder how your savings, or the value of your 401k, stacks-up against your peers? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER®…

Your Deferred Compensation # 498

In additional to salary, bonuses, and medical benefits, deferred compensation is sometimes offered to executive level employees in the form of stock options. Today, John Walker, Regional Vice…

Mid-Year is a Good Time for Your Portfolio Check-up # 497

While many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your financial plan. Today, John Walker, Regional Vice President,…