Your Life Your Wealth Podcast
By John Walker
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Category: Investing
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Subscribers: 13
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Episodes: 100
Description
Informative and practical conversation on retirement planning from John Walker and Jason O'Meara of Mercer Advisors. Whether you're anticipating retirement or making the most of your retired years, John and Jason offer useful guidance.
| Episode | Date |
|---|---|
|
First Years of Your Retirement: How to Get it Right # 526
|
Sep 11, 2026 |
|
Investment Philosophy vs. Strategy # 525
|
Aug 21, 2026 |
|
Generational Wealth # 524
|
Aug 07, 2026 |
|
401k Success # 523
|
Jul 24, 2026 |
|
Are You A Do-It-Yourself Investor? #522
|
Jul 20, 2026 |
|
Importance of Disability Insurance #521
|
Jun 29, 2026 |
|
Inflation and Your Retirement Plan # 520
|
Jun 18, 2026 |
|
Good Debt, Bad Debt: Know the Difference # 519
|
May 29, 2026 |
|
You Can't Take It with You: Living for Tomorrow and Today # 518
|
May 04, 2026 |
|
7 Common Wealth Management Mistakes to Avoid # 517
|
Apr 20, 2026 |
|
What Does it Take to Feel Financially Secure? # 516
|
Apr 06, 2026 |
|
Will You Inherit Family Money: Part 2 # 515
|
Mar 27, 2026 |
|
Will You Inherit Family Money? # 514
|
Mar 17, 2026 |
|
Planning Moves Pre-Retirees Should Know # 513
|
Mar 02, 2026 |
|
Donations to Charity and Your Tax Planning # 511
|
Feb 02, 2026 |
|
Knowing When To Retire # 510
|
Jan 21, 2026 |
|
Ten Strategies for Retiring in 2026 # 509
|
Jan 05, 2026 |
|
Planning Wrap-up for 2025 and a Look Ahead to the New Year # 508
|
Dec 02, 2025 |
|
The Risk You Want vs. The Risk You Need # 507
|
Nov 12, 2025 |
|
Roth vs Traditional IRAs # 506
|
Oct 29, 2025 |
|
New Tax Guidance Regarding Your Charitable Deductions # 505
|
Oct 15, 2025 |
|
Financial Consideration in Divorce # 504
|
Oct 02, 2025 |
|
Advantages of A Financial Gifting Strategy # 503
|
Sep 17, 2025 |
|
Do You Have Financial Regrets? # 502
|
Sep 03, 2025 |
|
"Fear of Getting In" the Markets # 501
|
Aug 06, 2025 |
|
The Real Value of Financial Advice # 500
|
Jul 30, 2025 |
|
Savings Comparisons May Be Useless # 499
|
Jul 23, 2025 |
|
Your Deferred Compensation # 498
|
Jul 16, 2025 |
|
Mid-Year is a Good Time for Your Portfolio Check-up # 497
|
Jul 09, 2025 |
|
The Many Benefits of a 529 Plan
|
Jun 25, 2025 |
|
Your Flexible Financial Goals # 495
|
Jun 17, 2025 |
|
Strategies for Inflation Risk to Your Portfolio # 494
|
Jun 11, 2025 |
|
Adolescents May Benefits from Your Conversations about Money # 493
|
Jun 04, 2025 |
|
Your Opportunities During Volatile Markets # 492
|
May 28, 2025 |
|
Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491
|
May 21, 2025 |
|
Psychology of Money # 490
|
May 14, 2025 |
|
It's Never Too Late to Save for Your Retirement # 489
|
May 07, 2025 |
|
Financial Considerations of a Job Change # 488
|
May 01, 2025 |
|
Wealth Manager or Investment Manager: Which is Right for You? # 487
|
Apr 24, 2025 |
|
Retirement Planning in Your 70's and Beyond # 486
|
Apr 09, 2025 |
|
How Not to be an Emotionally Driven Investor # 485
|
Apr 03, 2025 |
|
Do Millionaires have Financial Planning Secrets? # 484
|
Mar 26, 2025 |
|
Assessing Your Level of Retirement Readiness # 483
|
Mar 19, 2025 |
|
Family Finances: Staying on the Same Page # 482
|
Mar 12, 2025 |
|
How Much Home Can You Really Afford # 481
|
Mar 05, 2025 |
|
Taking a Buyout from Your Employer # 480
|
Feb 27, 2025 |
|
Helping You Choose A Financial Advisor That's Right for You # 479
|
Feb 20, 2025 |
|
Is Fear Causing You to Delay Your Retirement? # 478
|
Feb 13, 2025 |
|
New Interest in College Courses on Personal Finance # 477
|
Feb 06, 2025 |
|
The Value of Professional Guidance in Selling Your Business # 476
|
Jan 30, 2025 |
|
Finding Your Financial Confidence # 475
|
Jan 23, 2025 |
|
Balancing Money and Happiness # 474
|
Jan 16, 2025 |
|
Ways to Help Minimize Your Sequence of Return Risk # 473
|
Jan 09, 2025 |
|
5 Financial Considerations for the New Year # 472
|
Jan 01, 2025 |
|
Money Talk at Your Holiday Table # 471
|
Dec 19, 2024 |
|
Your Tax Deductible Charitable Donations # 470
|
Dec 12, 2024 |
|
Your Year-End Tax Planning # 469
|
Dec 05, 2024 |
|
Avoiding Retirement Planning Mistakes # 468
|
Nov 21, 2024 |
|
New 401k & IRA Rules May Impact Your Plans for Retirement # 467
|
Nov 14, 2024 |
|
Guidance for Sharing Your Family Wealth # 466
|
Nov 07, 2024 |
|
The Evolution of Risk Tolerance # 465
|
Oct 31, 2024 |
|
Inherited IRA Rules: Clarity from the IRS # 464
|
Oct 24, 2024 |
|
Generational Views on Financial Planning # 463
|
Oct 17, 2024 |
|
Having Cash in Your Portfolio # 462
|
Oct 10, 2024 |
|
Your Basic Estate Planning Goals # 461
|
Oct 03, 2024 |
|
Do You Want to Live in a "No Income Tax" State? # 460
|
Sep 26, 2024 |
|
Retirement Planning for Couples with an Age Gap # 459
|
Sep 19, 2024 |
|
Tax Optimization: A Strategy for Your Retirement Plan # 458
|
Sep 12, 2024 |
|
Returning to Work After Retirement # 457
|
Sep 05, 2024 |
|
Is a Roth Conversion Right for You? # 456
|
Aug 22, 2024 |
|
Big Picture Financial Planning # 455
|
Aug 15, 2024 |
|
Your Concentrated Stock Positions # 454
|
Aug 08, 2024 |
|
Benefits of Your Delayed Retirement # 453
|
Aug 01, 2024 |
|
Baby Boomers Wealth Transfer: Helping You Understand Its Impact # 452
|
Jul 25, 2024 |
|
You Can Balance Living for Today and Saving for Tomorrow # 451
|
Jul 18, 2024 |
|
More Rules of Thumb for Your Consideration #450
|
Jul 11, 2024 |
|
Rules of Thumb # 449
|
Jun 27, 2024 |
|
Insurance and Your Financial Planning: # 448
|
Jun 20, 2024 |
|
With No Children, Whom Will You Rely on Later in Life? # 447
|
Jun 13, 2024 |
|
Should You Fund Your 401k Beyond the Company Match? # 446
|
Jun 06, 2024 |
|
Buckets Of Money for Your Retirement # 445
|
May 30, 2024 |
|
Using Debt to Your Advantage in Financial Planning # 444
|
May 23, 2024 |
|
Do You Believe a Retirement Crisis is Looming? # 443
|
May 16, 2024 |
|
Building Blocks To Your Later Years # 442
|
May 09, 2024 |
|
Can You Live Comfortably on a Budget? # 441
|
May 02, 2024 |
|
How Your Core Values Impact Your Financial Plan # 440
|
Apr 25, 2024 |
|
A Spring Cleaning Guide for your Finances # 439
|
Apr 18, 2024 |
|
Life and Wealth: The Unbreakable Link # 438
|
Apr 11, 2024 |
|
Your 401k: Take It, Leave It, or Roll it into an IRA # 437
|
Apr 04, 2024 |
|
Will You Escape the Dreaded IRS Audit # 436
|
Mar 28, 2024 |
|
Keeping It Simple: A Strategy for Investing # 435
|
Mar 21, 2024 |
|
How You Can Better Understand What Drives Your Investment Behaviors # 434
|
Mar 14, 2024 |
|
Estate Planning: The Reasons Why # 433
|
Mar 07, 2024 |
|
Your Spirit Animal: What it is and How it Relates to Financial Planning # 432
|
Feb 29, 2024 |
|
Optimizing Your Social Security Benefits # 431
|
Feb 23, 2024 |
|
Things To Consider if You Plan to Retire in the Next Year or Two # 430
|
Feb 16, 2024 |
|
You Can Avoid Less-Than-Stellar Financial Advice # 429
|
Feb 09, 2024 |
|
Cash is King, but There's More You Should Know # 428
|
Feb 02, 2024 |
|
The Past, Present and Future of Retirement # 427
|
Jan 26, 2024 |
|
The Value of Knowing Your Net Worth # 426
|
Jan 19, 2024 |