Donations to Charity and Your Tax Planning # 511
Release Date: 02/02/2026
Investment Philosophy vs. Strategy # 525
Your Life Your Wealth Podcast
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...
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Generational Wealth # 524
Your Life Your Wealth Podcast
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...
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401k Success # 523
Your Life Your Wealth Podcast
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...
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Are You A Do-It-Yourself Investor? #522
Your Life Your Wealth Podcast
John Walker and Jason O'Meara discuss the missed investment opportunities of the DIY financial planning approach.
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Importance of Disability Insurance #521
Your Life Your Wealth Podcast
John Walker and Jason O'Meara discuss why disability insurance is a critical safety net for your financial plan.
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Inflation and Your Retirement Plan # 520
Your Life Your Wealth Podcast
John Walker and Jason O'Meara discuss how inflation can impact the purchasing power of your retirement savings.
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Good Debt, Bad Debt: Know the Difference # 519
Your Life Your Wealth Podcast
Having debt such as a mortgage with a low interest rate can make good financial sense. Other debt such as high interest credit card debt can help sink you financially. John and Jason discuss how proper debt management can be an important part of your overall financial plan. Listening Time: 33 minutes
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You Can’t Take It with You: Living for Tomorrow and Today # 518
Your Life Your Wealth Podcast
If your goal is to not be the richest person in the cemetery you may need to shift your mindset away from the years where saving money was your first priority. 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 recognizing the emotional and psychological benefits of careful savings, while at the same time not missing out on enjoying life today. Listening Time: 21 minutes Additional Mercer Advisors Disclosure Cordasco...
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7 Common Wealth Management Mistakes to Avoid # 517
Your Life Your Wealth Podcast
John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors, help you steer clear of costly wealth management mistakes. Listening Time: 32 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment...
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What Does it Take to Feel Financially Secure? # 516
Your Life Your Wealth Podcast
An increasing percentage of people who have reached millionaire status still don’t feel financially secure. 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 some people have financial insecurity at that level and what you may do to help build your financial confidence. Listening Time: 19 minutes Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network...
info_outlineMaking mutually beneficial charitable donations can be an important component of your financial and tax planning. 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 Drew Ellis, Director, Institutional Partnerships at Mercer Advisors, to discuss his work with foundations, as well as how the landscape for making charitable donations has changed due to recent legislation.
Listening Time: 17 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
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.