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 flexibl...

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....

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 mo...

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 volatility...

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 profession...

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 fin...

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...

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 c...

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 of...

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 la...

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 Mercer-...

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 recen...

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." Fr...

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 wa...

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...

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, Wea...

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 sever...

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 t...

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 int...

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 d...

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 Vis...

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...

If you depend largely on your investment portfolio to fund your retirement, withdrawing from those accounts during a down market, particularly in the earlier years of your retirement, can affect how long your savings will likely last. John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Merce...

2025 has arrived. Today, John Walker, Regional Vice President, Mercer Advisors, discusses 5 important areas of financial planning and personal finance you may want to contemplate as you ponder resolutions for the new year. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tra...

Talking about money and finances may sometimes be discouraged when the family is together at the holiday table. But, should such talk really be taboo? 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, to offer some guidance. Listening Time: 23 minutes Mercer-Cordasc...