# john walker (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover john walker. Page: Feed: --- ## [Generational Wealth # 524](http://www.merceradvisors.com) _2026-08-07 · Your Life Your Wealth Podcast_ [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_524_generational_wealth_for_Aug_7_2026.mp3?dest-id=356543) ## [401k Success # 523](https://www.merceradvisors.com) _2026-07-24 · Your Life Your Wealth Podcast_ John and Jason welcome Mercer Advisors' Retirement Plan Specialist Dennis Jablonoski to discuss how employees and employers can measure the success of their 401k plans. For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_523_401k_for_July_24.mp3?dest-id=356543) ## [Are You A Do-It-Yourself Investor? #522](https://www.merceradvisors.com) _2026-07-20 · Your Life Your Wealth Podcast_ John Walker and Jason O'Meara discuss the missed investment opportunities of the DIY financial planning approach. [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_522_what_DIY_misses_for_July_10_2026.mp3?dest-id=356543) ## [Importance of Disability Insurance #521](https://www.merceradvsors.com) _2026-06-29 · Your Life Your Wealth Podcast_ John Walker and Jason O'Meara discuss why disability insurance is a critical safety net for your financial plan. [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_521_disability_ins_for_June_26_2026.mp3?dest-id=356543) ## [Inflation and Your Retirement Plan # 520](http://www.merceradvisors.com) _2026-06-18 · Your Life Your Wealth Podcast_ John Walker and Jason O'Meara discuss how inflation can impact the purchasing power of your retirement savings. [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_520_inflation_060126.mp3?dest-id=356543) ## [Good Debt, Bad Debt: Know the Difference # 519](https://www.cfnplan.com) _2026-05-29 · Your Life Your Wealth Podcast_ 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 help sink you financially. John and Jason discuss how proper debt management can be an important part of your overall financial plan. Listening Time: 33 minutes [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_519_debt_-_NEW_-_052926.mp3?dest-id=356543) ## [You Can't Take It with You: Living for Tomorrow and Today # 518](https://www.cfnplan.com) _2026-05-04 · Your Life Your Wealth Podcast_ 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 your first priority. 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 the importance of recognizing the emotional… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_518_die_with_zero_042226.mp3?dest-id=356543) ## [7 Common Wealth Management Mistakes to Avoid # 517](https://www.cfnplan.com) _2026-04-20 · Your Life Your Wealth Podcast_ John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, help you steer clear of costly wealth management mistakes. Listening Time: 32 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_517_mistakes_to_avoid_040226.mp3?dest-id=356543) ## [What Does it Take to Feel Financially Secure? # 516](https://www.cfnplan.com) _2026-04-06 · Your Life Your Wealth Podcast_ An increasing percentage of people who have reached millionaire status still don't feel financially secure. 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 why some people have financial insecurity at that level and what you may do to help build your… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_516_feeling_wealthy_033026.mp3?dest-id=356543) ## [Will You Inherit Family Money: Part 2 # 515](https://www.cfnplan.com) _2026-03-27 · Your Life Your Wealth Podcast_ 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® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how handling inherited wealth can impact the behavior and judgment of those who receive the inheritance, and talk about… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_515_emotion_of_inheriting_wealth_031126.mp3?dest-id=356543) ## [Earn crypto from idle GPUs (Sponsored)](https://crawlproof.com/a/ZTOYPpsx7P9J) _2026-03-27 · **Sponsored**_ Run one CLI command, connect your GPU, and start receiving crypto payouts. ## [Will You Inherit Family Money? # 514](https://www.cfnplan.com) _2026-03-17 · Your Life Your Wealth Podcast_ 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, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss some of the unforeseen effects, both positive and negative, of… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_514_inheriting_well_031026.mp3?dest-id=356543) ## [Planning Moves Pre-Retirees Should Know # 513](https://www.cfnplan.com) _2026-03-02 · Your Life Your Wealth Podcast_ 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… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_513_59_and_a_half_020226.mp3?dest-id=356543) ## [Donations to Charity and Your Tax Planning # 511](https://www.cfnplan.com) _2026-02-02 · Your Life Your Wealth Podcast_ 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 FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Drew Ellis, Director, Institutional Partnerships at Mercer Advisors, to discuss his work… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_511_foundations_and_charity_012026.mp3?dest-id=356543) ## [Knowing When To Retire # 510](https://www.cfnplan.com) _2026-01-21 · Your Life Your Wealth Podcast_ 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 Advisors. They discuss ways to help you understand the signs and recognize when it may be time for you to enter retirement. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_510_knowing_its_time_to_retire_011226.mp3?dest-id=356543) ## [Ten Strategies for Retiring in 2026 # 509](https://www.cfnplan.com) _2026-01-05 · Your Life Your Wealth Podcast_ 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 PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ten retirement related points to ponder before you leave the workforce. Listening Time: 26 minutes… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_509_top_10_for_New_Year_121025.mp3?dest-id=356543) ## [Planning Wrap-up for 2025 and a Look Ahead to the New Year # 508](https://www.cfnplan.com) _2025-12-02 · Your Life Your Wealth Podcast_ 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 Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss strategic tax planning for retirement, charitable giving… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_508_year_end_111025.mp3?dest-id=356543) ## [The Risk You Want vs. The Risk You Need # 507](https://www.cfnplan.com) _2025-11-12 · Your Life Your Wealth Podcast_ 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 desired lifestyle throughout your retired years? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_507_risk_you_want_vs_risk_you_need.mp3?dest-id=356543) ## [Roth vs Traditional IRAs # 506](https://www.cfnplan.com) _2025-10-29 · Your Life Your Wealth Podcast_ 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 PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss traditional and Roth IRAs and how each may fit into your overall retirement plan. Listening Time: 19 minutes… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_506_roth_vs_traditional_iras_092925.mp3?dest-id=356543) ## [New Tax Guidance Regarding Your Charitable Deductions # 505](https://www.cfnplan.com) _2025-10-15 · Your Life Your Wealth Podcast_ 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 PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®,… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_505_tax_and_charity_091925.mp3?dest-id=356543) ## [Financial Consideration in Divorce # 504](https://www.cfnplan.com) _2025-10-02 · Your Life Your Wealth Podcast_ 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 understanding of the important financial considerations for your future. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara,… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_504_divorce_091225.mp3?dest-id=356543) ## [Point once, get highlights (Sponsored)](https://crawlproof.com/a/AQSJZxx66YUW) _2025-10-02 · **Sponsored**_ Get minutes worth watching from a whole game — point once ## [Advantages of A Financial Gifting Strategy # 503](https://www.cfnplan.com) _2025-09-17 · Your Life Your Wealth Podcast_ 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 FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the value of having a tax strategy when giving or receiving financial gifts. Listening Time: 23… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_503_gifting_090425.mp3?dest-id=356543) ## [Do You Have Financial Regrets? # 502](https://www.cfnplan.com) _2025-09-03 · Your Life Your Wealth Podcast_ 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 PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss a recently released Bankrate survey identifying some of the drivers of financial regrets, how… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_502_financial_regret_082525.mp3?dest-id=356543) ## ["Fear of Getting In" the Markets # 501](https://www.cfnplan.com) _2025-08-06 · Your Life Your Wealth Podcast_ 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 FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss FOGI, the emotion that keeps some individuals from investing the markets, which may be driven… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_501_Fear_of_getting_in_071425.mp3?dest-id=356543) ## [The Real Value of Financial Advice # 500](https://www.cfnplan.com) _2025-07-30 · Your Life Your Wealth Podcast_ 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 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 how working with a… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_500_value_of_an_adv_070825.mp3?dest-id=356543) ## [Savings Comparisons May Be Useless # 499](https://www.cfnplan.com) _2025-07-23 · Your Life Your Wealth Podcast_ 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® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why comparisons of account values to others in your age bracket may have no real relevance to your level of… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_499_how_do_you_stack_up_062725.mp3?dest-id=356543) ## [Your Deferred Compensation # 498](https://www.cfnplan.com) _2025-07-16 · Your Life Your Wealth Podcast_ 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 President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance of properly managing deferred… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_498_A_stock_options_061725.mp3?dest-id=356543) ## [Mid-Year is a Good Time for Your Portfolio Check-up # 497](https://www.cfnplan.com) _2025-07-09 · Your Life Your Wealth Podcast_ 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, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER ® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the benefits of focusing on several key areas of… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_497_mid_year_check_061025.mp3?dest-id=356543) ## [The Many Benefits of a 529 Plan](https://www.cfnplan.com) _2025-06-25 · Your Life Your Wealth Podcast_ Saving for a child's education is a propriety for many parents and grandparents. 529 plans can offer distinct opportunities for students and savers. 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 how a 529 plan may help students by giving them a… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_496_529_plans_060225.mp3?dest-id=356543) ## [Your Flexible Financial Goals # 495](https://www.cfnplan.com) _2025-06-17 · Your Life Your Wealth Podcast_ Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain unchanged. Should they? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance and value of being… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_495_flexible_goals_052725.mp3?dest-id=356543) ## [Strategies for Inflation Risk to Your Portfolio # 494](https://www.cfnplan.com) _2025-06-11 · Your Life Your Wealth Podcast_ If you're planning for retirement, there are many risks you may face. Among them is the risk of inflation. How will inflation impact your ability to sustain your lifestyle once you are dependent the spending power of your retirement nest egg? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr.… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_494_inflation_impact_051925.mp3?dest-id=356543) ## [Know before it drops (Sponsored)](https://crawlproof.com/a/cq9hiXn6Yn0i) _2025-06-11 · **Sponsored**_ Follow a show, artist, genre or rocket and get notified before release ## [Adolescents May Benefits from Your Conversations about Money # 493](https://www.cfnplan.com) _2025-06-04 · Your Life Your Wealth Podcast_ Some younger folks desire conversations about money with their parents, but some parents may consider that discussion best avoided. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss many potential benefits of an ongoing intergenerational dialog about… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_493_talking_about_money_051225.mp3?dest-id=356543) ## [Your Opportunities During Volatile Markets # 492](https://www.cfnplan.com) _2025-05-28 · Your Life Your Wealth Podcast_ Volatile markets can rattle even the most experienced investor, but sometimes adversity can bring opportunity. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss helpful strategies to consider during a market downturn and times of stock market… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_492_opportunities_in_a_down_market_050525.mp3?dest-id=356543) ## [Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491](https://www.cfnplan.com) _2025-05-21 · Your Life Your Wealth Podcast_ 2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planning stages throughout the Philadelphia area. Charitable contributions to 501(c) (3) non-profit agencies help make many of these events possible. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_490_soccer_and_charitable_giving_041125.mp3?dest-id=356543) ## [Psychology of Money # 490](https://www.cfnplan.com) _2025-05-14 · Your Life Your Wealth Podcast_ There are ways for you to gain a better understanding of your views about money and wealth, and the influences that may have helped shape those views. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the benefits of financial therapy as part of the… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_491_psychology_of_money_042825.mp3?dest-id=356543) ## [It's Never Too Late to Save for Your Retirement # 489](https://www.cfnplan.com) _2025-05-07 · Your Life Your Wealth Podcast_ For some families, retirement planning has taken a backseat to things such as the cost of raising children, putting them through college, paying for weddings, and the like. But, if you haven't yet started saving for your retired years, it may not be too late. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_489_never_to_late_033125.mp3?dest-id=356543) ## [Financial Considerations of a Job Change # 488](https://www.cfnplan.com) _2025-05-01 · Your Life Your Wealth Podcast_ In today's tight labor market, many folks find themselves dealing with a job change. It could be a voluntary move or an unexpected occurrence. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance of good financial guidance related to a job… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_488_changing_jobs_032725.mp3?dest-id=356543) ## [Wealth Manager or Investment Manager: Which is Right for You? # 487](https://www.cfnplan.com) _2025-04-24 · Your Life Your Wealth Podcast_ The roles of wealth manager and investment manager may be quite different. Do you know the distinction? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss these two financial industry professions, how they differ, and where they may overlap. They also… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_487_wealth_adv_vs_inv_adv_032125.mp3?dest-id=356543) ## [Retirement Planning in Your 70's and Beyond # 486](https://www.cfnplan.com) _2025-04-09 · Your Life Your Wealth Podcast_ Preparing for retirement if you plan to work into your 70's or 80's may be quite different than if you plan to enter retirement in your early 60's. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the unique benefits and challenges of planning for a… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_486_late_retirement_031825.mp3?dest-id=356543) ## [How Not to be an Emotionally Driven Investor # 485](https://www.cfnplan.com) _2025-04-03 · Your Life Your Wealth Podcast_ Consider investing with discipline and consistency, and not with your emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several ways to avoid making emotional decisions that may limit your investment success. Listening Time: 20 minutes… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_485_inv_pitfalls_031425.mp3?dest-id=356543) ## [Do Millionaires have Financial Planning Secrets? # 484](https://www.cfnplan.com) _2025-03-26 · Your Life Your Wealth Podcast_ Attaining millionaire status may be less illusive now than in years past. Some who aspire to that level of wealth believe there may be secrets to reaching that financial position. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the findings of a… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_484_financial_secrets_of_millionairs_022825.mp3?dest-id=356543) ## [Assessing Your Level of Retirement Readiness # 483](https://www.cfnplan.com) _2025-03-19 · Your Life Your Wealth Podcast_ Retiring can be a difficult transition, but good financial and psychological planning may help. Today, John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, welcome Fritz Gilbert, author of "Keys to A Successful Retirement" and founder of the popular blog "The Retirement Manifesto."… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_483_fritz_with_retirement_readiness_022425_.mp3?dest-id=356543) ## [Family Finances: Staying on the Same Page # 482](https://www.cfnplan.com) _2025-03-12 · Your Life Your Wealth Podcast_ Financial strife can cause dissatisfaction in relationships. Significantly differing views on money management and spending may lead to arguments and might even result in the ending of a relationship. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_482_money_in_relationships_021525.mp3?dest-id=356543) ## [How Much Home Can You Really Afford # 481](https://www.cfnplan.com) _2025-03-05 · Your Life Your Wealth Podcast_ Home ownership is part of the American dream. The increased cost of owning a home has made home ownership a bigger challenge for many. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you determine how much you can afford to pay for a home… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_481_how_much_house_2-10-25.mp3?dest-id=356543) ## [Taking a Buyout from Your Employer # 480](https://www.cfnplan.com) _2025-02-27 · Your Life Your Wealth Podcast_ Unfortunately, having to reduce the number of a company's employees has become all too commonplace. Frequently cutting the payroll may be considered a quick boost for a company's bottom line. Some long-standing employees may be offered "a package" or a "buyout." Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara,… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_480_should_you_take_a_buy_out_020725.mp3?dest-id=356543) ## [Helping You Choose A Financial Advisor That's Right for You # 479](https://www.cfnplan.com) _2025-02-20 · Your Life Your Wealth Podcast_ Selecting a professional to handle your financial affairs can be a critically important decision. There are many options for you to carefully investigate before committing to an individual or firm. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_479_choosing_an_advisor_020325.mp3?dest-id=356543) ## [Is Fear Causing You to Delay Your Retirement? # 478](https://www.cfnplan.com) _2025-02-13 · Your Life Your Wealth Podcast_ There are issues of concern that prevent some aging Americans from retiring. However, delaying retirement too long may create unforeseen problems. Today, John Walker, RegionalVice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what may be preventing some people from making a timely… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_478_fears_of_retirement_1-31-25.mp3?dest-id=356543) ## [New Interest in College Courses on Personal Finance # 477](https://www.cfnplan.com) _2025-02-06 · Your Life Your Wealth Podcast_ There is a growing trend of personal finance courses being offered on college campuses. Members of Generation Z are flocking to them. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss what students are being taught, and the reasons for their growing… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_477_value_of_financial_courses_012725.mp3?dest-id=356543) ## [The Value of Professional Guidance in Selling Your Business # 476](https://www.cfnplan.com) _2025-01-30 · Your Life Your Wealth Podcast_ Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A large transfer of wealth will result. Help from a professional may be necessary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Curt Cyliax, Managing Director and Peter Hissey, Vice President, both of Strategic Exit Advisors, a firm… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_476_strategic_exit_strategies_012425.mp3?dest-id=356543) ## [Finding Your Financial Confidence # 475](https://www.cfnplan.com) _2025-01-23 · Your Life Your Wealth Podcast_ According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals than previous generations. Today, John Walker, Regional Vice President, Mercer Advisors, discusses details of the survey and the reasons why many baby boomers have attained such confidence. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_475_financial_confidence_011625.mp3?dest-id=356543) ## [Balancing Money and Happiness # 474](https://www.cfnplan.com) _2025-01-16 · Your Life Your Wealth Podcast_ Can having more money equate to greater satisfaction or contentment? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the complicated relationship between money and happiness by sharing insights from their professional and personal perspectives.… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/yourlifeyourwealth/podcast_474_money_and_happiness.mp3?dest-id=356543)