Anchoring bias can place a disproportionate amount of merit on something you hear or read. It can shape how you make future judgements, and it can have a negative effect on everything from the purchases you make to the success of your financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, further explains anchoring bias in greater detail and how to avoid it.

Listening Time: 20 minutes

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Would you like to maintain your pre-retirement spending levels and standard of living after you’ve retired? Some, however, intend to spend more heavily in their early retirement years, believing they will spend less as they age. These spending considerations are an important part of your retirement planning, and there is often a disparity between spending intentions and spending reality. Today, John Walker, Regional Vice President, Mercer Advisors, discusses retirement spending patterns and how they relate to good planning.  He also discusses a recent Boston College Center for Retirement Research study that looks at how retirees intend to spend vs. how they actually spend what they’ve saved.

Listening Time: 20 minutes

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

The biggest transition of wealth in history may be upon us.  Over the next couple of decades, most aging Baby Boomers and Gen Xers are expected to pass along about $73 trillion of their wealth to their heirs. This transfer of wealth can be made after you die or while you’re alive to see and experience your loved ones enjoying what you’ve shared. Today, John Walker, Senior Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, discuss several options you may have to make those gifts safely, and in a tax-efficient manner.

Listening Time: 27 minutes

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

It’s difficult to overlook the long-standing investment success of the so-called Oracle of Omaha. Today, John Walker, Regional Vice President, Mercer Advisors, discusses some of the investment principles followed by Warren Buffett.

Listening Time: 18 minutes

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

In addition to financial planning for your retirement, it’s wise to also consider what living your everyday life will be like after the structure of working each day gives way to nearly total freedom. Today, John Walker, Regional Vice President, Mercer Advisors, welcomes Fritz Gilbert, author of “Keys to A Successful Retirement: Staying Happy, Active and Productive in Your Retired Years” and writer/publisher of The Retirement Manifesto Blog. Fritz shares practical and useful advice from first-hand experience.

Listening Time: 28 minutes

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.