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® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss often overlooked planning moves you may consider when turning age 59 1⁄2. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

You can listen to Planning Moves Pre-Retirees Should Know # 513 online on Radio and Podcast. Open the player on this page to stream the available audio.

Planning Moves Pre-Retirees Should Know # 513 is an episode from Your Life Your Wealth Network by Steve Cordasco.

This episode is 23:05 long.

This episode was published on Mar 2, 2026.

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