Your Life Your Wealth Podcast

Hosted by John Walker

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Episodes

100

Latest episode

Oct 2026

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About the show

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.

Listen to episodes

60 recent

October 22, 202634 min

Retirement Misconceptions # 529

We debunk widespread retirement misconceptions about Social Security, long-term care, taxes, and the myth of a magic retirement number. Disclosure: For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

October 9, 202627 min

Financial Considerations When a Baby is on the Way #528

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning. Disclosure: For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

September 30, 202627 min

Trump Accounts # 527

Mercer Advisors' Senior Director of Financial Planning, Bryan Strike, joins John and Jason for a discussion on setting-up your young child with a retirement plan u sing the newly available Trump account. Disclosure: For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

September 11, 202627 min

First Years of Your Retirement: How to Get it Right # 526

Discover why the first years of retirement set the tone for long-term success and how to spend intentionally during your most active, healthy years. Disclosure: For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

August 21, 202621 min

Investment Philosophy vs. Strategy # 525

John Walker and Jason O'Meara discuss the difference between investment philosophy and investment strategy and why it's important to understand the distinction. Disclosure: For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

August 7, 202619 min

Generational Wealth # 524

John Walker and Jason O'Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades. Disclosure: For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

July 24, 202626 min

401k Success # 523

John and Jason welcome Mercer Advisors' Retirement Plan Specialist Dennis Jablonoski to discuss how employees and employers can measure the success of their 401k plans. For general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Mercer Advisors. All expressions of opinion reflect the judgment of the speaker as of the date of recording and are subject to change. Some of the research and ratings provided in this podcast come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate but is not guaranteed or warranted by Mercer Advisors. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related planning services, discussion, or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. This podcast does not imply a recommendation or solicitation to buy or sell any referenced security or engage in any particular investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance may not be indicative of future results. Historical performance results for investment indexes and/or asset classes, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The podcast may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to market conditions. Listeners are cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. No portion of the content should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Private investments are subject to substantial risks, including limited liquidity. Therefore, private investments are not suitable for all investors. Options investing involve unique risks, tax consequences and commission charges and are not suitable for all investors.

July 20, 202626 min

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.

June 29, 202620 min

Importance of Disability Insurance #521

John Walker and Jason O'Meara discuss why disability insurance is a critical safety net for your financial plan.

June 18, 202626 min

Inflation and Your Retirement Plan # 520

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

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