Good timing matters. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you understand the signs and recognize when it may be time for you to enter retirement.

Listening Time: 21 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.

Before making financial decisions that may impact your retired years, there is much to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ten retirement related points to ponder before you leave the workforce.

Listening Time: 26 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 year’s end is a good time to consider some financial and tax related moves to potentially maximize tax saving opportunities available to you. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss strategic tax planning for retirement, charitable giving and more for this calendar year and the coming year.

Listening Time: 23 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 amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk different than the amount of risk you need to take to maintain your desired lifestyle throughout your retired years? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you find a balance between risk tolerance and risk capacity.

Listening Time: 23 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.

Proper tax planning can be an important part of determining the real value of your IRA accounts. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss traditional and Roth IRAs and how each may fit into your overall retirement plan.

Listening Time: 19 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.

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes.

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.

If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear understanding of the important financial considerations for your future. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Mercer Advisors colleague Lorraine Eugenio, CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst.

Listening Time: 26 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.

If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the value of having a tax strategy when giving or receiving financial gifts.

Listening Time: 23 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 not uncommon for some folks to look back on their personal financial history and have some remorse. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss a recently released Bankrate survey identifying some of the drivers of financial regrets, how they’ve changed over the years, and how to address them.

Listening Time: 26 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.

Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss FOGI, the emotion that keeps some individuals from investing the markets, which may be driven by the misconception that now may not be the right time. Learn strategies to overcome FOGI.

Listening Time: 17 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.

Are you a do-it-yourself investor? Perhaps it’s time to consider an alternative. A new study released by The Vanguard Group shows the intrinsic value of working with a financial advisor. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how working with a financial advisor can not only help improve your portfolio performance, but also enhance your emotional well-being, reduce stress and save valuable time.

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.

Every wonder how your savings, or the value of your 401k, stacks-up against your peers? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why comparisons of account values to others in your age bracket may have no real relevance to your level of retirement readiness.

Listening Time: 23 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 additional to salary, bonuses, and medical benefits, deferred compensation is sometimes offered to executive level employees in the form of stock options. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance of properly managing deferred compensation to help ensure maximum financial benefit potential and effective tax treatment.

Listening Time: 25 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.

While many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your financial plan. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER ® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the benefits of focusing on several key areas of your financial plan at this time of year.

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.

Saving for a child’s education is a propriety for many parents and grandparents. 529 plans can offer distinct opportunities for students and savers. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER®️ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how a 529 plan may help students by giving them a financial head-start for their education, while at the same time giving tax benefits to those who save.

Listening Time: 27 minutes

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 flexible with your financial goals.

Listening Time: 24 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.

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. Director, Mercer Advisors. They discuss strategies for managing inflation risk to your portfolio.

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.

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 money. Early and frank discussions about money may help set a positive tone for a young person’s future financial success.

Listening Time: 29 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.

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.

Listening Time: 23 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.

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 professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They speak with Brian Esposito, Chief Revenue Officer at FIFA World Cup 26 Philadelphia. Brian details the events and their financial impact on the greater Philadelphia region. John and Jason discuss the tax advantaged benefits you may receive by making charitable donations to non-profit organizations.

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 financial planning process and how it has become its own niche practice.

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.

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 Advisor and Sr. Director, Mercer Advisors. They discuss strategies to help late starters with retirement planning.

Listening Time: 22 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 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 change. Factors that require consideration may include salary, benefits, insurance and more.

Listening Time: 26 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 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 offer help in determining which financial professional is right for your individual situation.

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.

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 later-life retirement.

Listening Time: 19 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.