Your Life Your Wealth
Business & Finance
About
Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
Episodes
- You Can't Take It with You: Living for Tomorrow and Today # 518
John Walker and Jason O'Meara discuss the balance between saving money and enjoying life in the present. They explore the psychological benefits of savings while emphasizing the importance of not missing out on current life experiences.
- 7 Common Wealth Management Mistakes to Avoid # 517
John Walker and Jason O'Meara of Mercer Advisors identify and explain seven common wealth management errors to help listeners avoid them. The discussion covers topics relevant to financial planning and wealth preservation.
- What Does it Take to Feel Financially Secure? # 516
John Walker and Jason O'Meara discuss financial insecurity among millionaires and offer guidance on building financial confidence. The episode is 19 minutes long.
- Will You Inherit Family Money: Part 2 # 515
In Part 2 of this episode, John Walker and Jason O'Meara of Mercer Advisors explore the emotional and behavioral effects of inheriting money. They also discuss strategies for managing these challenges.
- Will You Inherit Family Money? # 514
In episode 514 of Your Life Your Wealth, John Walker and Jason O'Meara examine the dual nature of inheriting family money, which can present both opportunities and challenges.
- Planning Moves Pre-Retirees Should Know # 513
On episode #513 of Your Life Your Wealth, John Walker and Jason O'Meara discuss planning moves pre-retirees should consider, especially when turning 59 1/2.
- 401k Update: Changes That May Impact Your Retirement Plan # 512
John Walker, Regional Vice President at Mercer Advisors, is joined by Jaron Carmichael and Dennis Jablonoski to discuss new regulations impacting 401k plans. The discussion covers rule changes, including new catch-up provisions and tax adj…
- Donations to Charity and Your Tax Planning # 511
John Walker, Jason O'Meara, and Drew Ellis from Mercer Advisors discuss how charitable donations can impact financial and tax planning, including recent legislative changes affecting donations to foundations.
- Knowing When To Retire # 510
John Walker and Jason O'Meara discuss indicators for recognizing when it may be time to retire. The episode is 21 minutes long.
- Ten Strategies for Retiring in 2026 # 509
John Walker and Jason O'Meara from Mercer Advisors discuss ten points to consider before leaving the workforce, specifically for those planning to retire in 2026.
- Planning Wrap-up for 2025 and a Look Ahead to the New Year # 508
John Walker and Jason O'Meara of Mercer Advisors discuss financial and tax planning strategies for year-end 2025 and the new year, covering retirement and charitable giving.
- The Risk You Want vs. The Risk You Need # 507
John Walker and Jason O'Meara from Mercer Advisors explore the balance between investment risk tolerance and risk capacity, addressing whether comfort levels align with the risk necessary for desired retirement income.
- Roth vs Traditional IRAs # 506
John Walker and Jason O'Meara of Mercer Advisors discuss traditional and Roth IRAs. The episode covers tax planning strategies for IRA accounts and how each type of IRA can be incorporated into a retirement plan.
- New Tax Guidance Regarding Your Charitable Deductions # 505
John Walker, Jason O'Meara, and Bryan Strike from Mercer Advisors discuss new tax regulations that could impact charitable deductions. The episode covers how these changes might affect taxpayers and their interactions with the IRS.
- Financial Consideration in Divorce # 504
Financial planners Jason O'Meara and Lorraine Eugenio from Mercer Advisors discuss the importance of involving a financial planner alongside a divorce attorney to understand financial considerations during a divorce.
- Advantages of A Financial Gifting Strategy # 503
John Walker and Jason O'Meara of Mercer Advisors discuss the potential benefits of using a financial gifting strategy, particularly concerning tax implications when giving or receiving assets.
- Do You Have Financial Regrets? # 502
In episode 502 of Your Life Your Wealth, John Walker and Jason O'Meara examine a Bankrate survey detailing the causes of financial regrets, how these regrets have changed over time, and strategies for addressing them.
- "Fear of Getting In" the Markets # 501
In episode 501 of Your Life Your Wealth, John Walker and Jason O'Meara explore FOGI, the fear of getting into markets, and how timing misconceptions can cause it. They offer strategies for overcoming this investing obstacle.
- The Real Value of Financial Advice # 500
John Walker and Jason O'Meara from Mercer Advisors discuss a Vanguard Group study on the value of financial advisors, detailing benefits like portfolio improvement, reduced stress, and time savings.
- Savings Comparisons May Be Useless # 499
John Walker and Jason O'Meara from Mercer Advisors discuss the potential irrelevance of comparing savings account values or 401k balances to others in the same age bracket when assessing retirement readiness.
- Your Deferred Compensation # 498
John Walker and Jason O'Meara of Mercer Advisors discuss the management of deferred compensation, specifically stock options, which are sometimes offered to executive employees. The conversation focuses on maximizing financial benefits and…
- Mid-Year is a Good Time for Your Portfolio Check-up # 497
In episode 497 of Your Life Your Wealth, John Walker and Jason O'Meara from Mercer Advisors review the importance of a mid-year financial plan check-up and discuss key areas to focus on.
- The Many Benefits of a 529 Plan
In the 'Your Life Your Wealth' episode 'The Many Benefits of a 529 Plan,' John Walker and Jason O'Meara explore the advantages of 529 plans for saving for a child's education. They cover how these plans can offer financial assistance to st…
- Your Flexible Financial Goals # 495
John Walker and Jason O'Meara of Mercer Advisors explore the significance of adaptable financial goals in wealth planning, challenging the notion that financial objectives must remain rigid. The discussion highlights the value of adjusting…
- Strategies for Inflation Risk to Your Portfolio # 494
John Walker and Jason O'Meara of Mercer Advisors discuss strategies for managing inflation risk to retirement portfolios. They address how inflation can impact the spending power of retirement savings.
- Adolescents May Benefits from Your Conversations about Money # 493
John Walker and Jason O'Meara of Mercer Advisors discuss the advantages of ongoing conversations about money between generations. Early and open discussions about finances may contribute to a young person's future financial well-being.
- Your Opportunities During Volatile Markets # 492
In episode 492 of Your Life Your Wealth, John Walker and Jason O'Meara from Mercer Advisors explore helpful strategies for investors during volatile market conditions and stock market downturns, highlighting potential opportunities.
- Tax Advantaged Charitable Giving & Support of the 2026 FIFA World Cup Events # 491
John Walker and Jason O'Meara of Mercer Advisors discuss tax-advantaged charitable giving with Brian Esposito of FIFA World Cup 26 Philadelphia. They cover the events planned for the region and the financial benefits of donating to non-pro…
- Psychology of Money # 490
John Walker and Jason O'Meara explore how understanding one's views on money and wealth can be enhanced through financial therapy, which is becoming a distinct area within financial planning.
- It's Never Too Late to Save for Your Retirement # 489
John Walker and Jason O'Meara of Mercer Advisors discuss strategies for retirement planning for those who started late due to competing financial priorities like raising children and college expenses.
- Financial Considerations of a Job Change # 488
John Walker and Jason O'Meara discuss the financial factors to consider during a job change, such as salary, benefits, and insurance. This episode addresses voluntary and unexpected career transitions in the current labor market.
- Wealth Manager or Investment Manager: Which is Right for You? # 487
John Walker and Jason O'Meara from Mercer Advisors differentiate between wealth managers and investment managers, discussing their roles, distinctions, and overlaps to assist listeners in choosing the right financial professional.
- Retirement Planning in Your 70's and Beyond # 486
John Walker and Jason O'Meara of Mercer Advisors discuss retirement planning for individuals planning to work into their 70s or 80s. The episode covers the distinct advantages and difficulties associated with planning for retirement later…
- How Not to be an Emotionally Driven Investor # 485
John Walker and Jason O'Meara of Mercer Advisors discuss avoiding emotional decisions in investing. They highlight the importance of discipline and consistency for investment success.
- Do Millionaires have Financial Planning Secrets? # 484
John Walker and Jason O'Meara of Mercer Advisors discuss a Northwestern Mutual study on the habits and characteristics of millionaires, exploring whether there are financial planning secrets to achieving wealth.
- Assessing Your Level of Retirement Readiness # 483
John Walker and Jason O'Meara of Mercer Advisors speak with Fritz Gilbert, author and founder of "The Retirement Manifesto," about planning for a successful retirement. Fritz outlines his three levels of retirement readiness to help ease t…
- Family Finances: Staying on the Same Page # 482
John Walker and Jason O'Meara discuss how differing views on money can lead to relationship problems. They offer strategies for overcoming financial disagreements and improving communication between partners.
- How Much Home Can You Really Afford # 481
John Walker and Jason O'Meara of Mercer Advisors discuss determining home affordability in the current market while balancing other financial objectives. The episode is 19 minutes long.
- Taking a Buyout from Your Employer # 480
John Walker and Jason O'Meara discuss how employees receiving a buyout package can manage this opportunity to lessen potential negative financial consequences.
- Helping You Choose A Financial Advisor That's Right for You # 479
John Walker and Jason O'Meara from Mercer Advisors discuss important questions to consider when choosing a financial advisor. The episode emphasizes due diligence to align with your financial goals.
- Is Fear Causing You to Delay Your Retirement? # 478
John Walker and Jason O'Meara of Mercer Advisors explore issues that cause some Americans to delay retirement. They also discuss potential problems from delaying retirement too long and offer ways to overcome resistance to ending a career.
- New Interest in College Courses on Personal Finance # 477
John Walker and Jason O'Meara of Mercer Advisors discuss the rising trend of college students, especially Generation Z, enrolling in personal finance courses and the reasons behind this growing interest.
- The Value of Professional Guidance in Selling Your Business # 476
John Walker of Mercer Advisors talks with Curt Cyliax and Peter Hissey of Strategic Exit Advisors about the importance of professional guidance for business owners in the baby-boom generation who are planning to sell their companies and re…
- Finding Your Financial Confidence # 475
John Walker, Regional Vice President at Mercer Advisors, discusses a Charles Schwab survey indicating that two-thirds of baby boomers are confident in achieving their financial goals. The episode explores the survey's findings and the cont…
- Balancing Money and Happiness # 474
John Walker and Jason O'Meara discuss the complex relationship between money and happiness, drawing on their professional and personal experiences.
- Ways to Help Minimize Your Sequence of Return Risk # 473
John Walker and Jason O'Meara of Mercer Advisors discuss strategies to lessen the impact of sequence of return risk on retirement savings, particularly when withdrawing during market downturns in the early years of retirement.
- 5 Financial Considerations for the New Year # 472
In episode 472 of Your Life Your Wealth, John Walker, Regional Vice President at Mercer Advisors, outlines five important financial planning and personal finance topics relevant for the new year.
- Money Talk at Your Holiday Table # 471
John Walker and Jason O'Meara, from Mercer Advisors, discuss the appropriateness of discussing finances during family holiday gatherings.
- Your Tax Deductible Charitable Donations # 470
In episode 470 of Your Life Your Wealth, John Walker from Mercer Advisors explains how to make effective charitable donations while potentially lowering your annual tax liability. The discussion covers strategies for both year-round and ho…
- Your Year-End Tax Planning # 469
John Walker and Jason O'Meara from Mercer Advisors discuss year-end tax planning moves. Strategies covered include direct IRA charitable donations, tax loss harvesting, and Roth conversions, aiming to lower the annual tax burden.