Investment Philosophy vs. Strategy # 525
John Walker and Jason O'Meara discuss the difference between investment philosophy and investment strategy and why it's important to underst...
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20 of 108 episodesGenerational Wealth # 524
John Walker and Jason O'Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades...
401k Success # 523
John and Jason welcome Mercer Advisors' Retirement Plan Specialist Dennis Jablonoski to discuss how employees and employers can measure the...
Are You A Do-It-Yourself Investor? #522
John Walker and Jason O'Meara discuss the missed investment opportunities of the DIY financial planning approach.
Importance of Disability Insurance #521
John Walker and Jason O'Meara discuss why disability insurance is a critical safety net for your financial plan.
Inflation and Your Retirement Plan # 520
John Walker and Jason O'Meara discuss how inflation can impact the purchasing power of your retirement savings.
Good Debt, Bad Debt: Know the Difference # 519
Having debt such as a mortgage with a low interest rate can make good financial sense. Other debt such as high interest credit card debt can...
You Can't Take It with You: Living for Tomorrow and Today # 518
If your goal is to not be the richest person in the cemetery you may need to shift your mindset away from the years where saving money was y...
7 Common Wealth Management Mistakes to Avoid # 517
John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. D...
What Does it Take to Feel Financially Secure? # 516
An increasing percentage of people who have reached millionaire status still don't feel financially secure. Today, John Walker, Regional Vic...
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 Ad...
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. Toda...
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, Merc...
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 C...
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, Region...
Knowing When To Retire # 510
Good timing matters. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Ja...
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...
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...
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 differen...
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...