Your Life Your Wealth Podcast
Episodes
Unexpected Early Retirement - Are You Prepared #420
17 Nov 2023
Contributed by Lukas
Planning to work into your late 60's or beyond may be a good idea in theory, but frequently working longer is not an option. Health concerns or being ...
Your Health, Wealth and Longevity # 419
10 Nov 2023
Contributed by Lukas
Financial planners help clients manage their money, of course, but may also assist in navigating the physical, psychological and emotional impact of r...
Living Your Purposeful Retirement # 418
03 Nov 2023
Contributed by Lukas
During our working life, some of us define ourselves by what we do for a living. Retirement changes all of that. Today, John Walker, Regional Vice Pre...
What Happens when Student Loan Repayment and Retirement Planning Converge? # 417
27 Oct 2023
Contributed by Lukas
Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors' Financial Planner Dennis Jablonoski to discuss newly releas...
Why Cash Should be a Part of Your Investment Portfolio # 416
20 Oct 2023
Contributed by Lukas
Having a well-diversified investment portfolio is one of the most basic guidelines in financial planning. Having cash on-hand should be part of that p...
Charitable Gift Annuities # 415
13 Oct 2023
Contributed by Lukas
The giving season is fast approaching. Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors' Tim Joseph CERTIFIED...
Expenses That Could Jeopardize Your Retirement Plans #414
06 Oct 2023
Contributed by Lukas
You'll spend a good part of your working life saving for your retirement. Once you reach your goals, you want to feel confident that what you've saved...
Financial Relativity: Help in Clarifying Your View # 413
29 Sep 2023
Contributed by Lukas
Attempting to understand Albert Einstein's Theory of Relativity can be mind-blowing, but have you ever considered financial relativity? Today, John Wa...
Your Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412
22 Sep 2023
Contributed by Lukas
Having a clear financial plan may help ease concerns for many, whether already retired or nearing retirement. What is your view of the future? In this...
Building Your Investment Portfolio One Brick at a Time # 411
15 Sep 2023
Contributed by Lukas
In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses the similarities between building a house and constructing a solid i...
Tax Planning Now and Throughout Your Retirement # 410
08 Sep 2023
Contributed by Lukas
Focusing on your tax situation for the current year is important. It's equally essential to consider how tax planning for today can impact your tax si...
Your Financial Plan for Living Until Age 100 # 409
01 Sep 2023
Contributed by Lukas
Why should my financial plan include a projection for living until the age of 100 when I know I won't live that long? It's a question financial profes...