
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.

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Hosted by Unknown Host · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Your Life Your Wealth Podcast, a business show with 100 episodes published.

John Walker and Jason O'Meara discuss the missed investment opportunities of the DIY financial planning approach.

John Walker and Jason O'Meara discuss how inflation can impact the purchasing power of your retirement savings.

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 ca

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

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 mista

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® professi

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, We

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

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'Mear

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' Retirement Plan Group. They

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® pr

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

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

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

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 th

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

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® p

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 imp

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® profes

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® professiona
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Your Life Your Wealth Podcast is hosted by Unknown Host. The show is categorised under Business (investing) and has published 100 episodes.
Your Life Your Wealth Podcast has published 100 episodes.
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