Episode 519 – Good Debt, Bad Debt: Know the Difference

Explore the pros and cons of debt with John Walker and Jason O’Meara. Learn how to manage credit cards, auto loans, and mortgages to reach your financial goals.

Tax Planning Article

IRMAA vs. Social Security Tax: What’s the Difference?

Discover the difference between IRMAA and Social Security tax. Learn strategies to help manage your Medicare premiums and optimize your retirement income.

Estate Planning Article

Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth

Navigate the complexities of widowhood with our comprehensive guide to estate planning. Explore wealth strategies for taxes, trusts, and legacy protection.

Retirement Article

Why Getting the First Years Right May Matter Most

Retirement planning should account for more than life expectancy. Learn how to align retirement spending, lifestyle goals, and income strategy with your healthiest and most active years.

Guides

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Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses including risks costs liquidity and how equine assets fit into a long-term wealth plan.

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Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

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Family & Health Guide

A Guide for Widows and Widowers: Your Financial Care Package

A care package to help empower you to embrace your future, while honoring your loved one’s legacy.

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Financial Planning Guide

Divorced, Not Derailed: Your Roadmap to Economic Freedom™

Learn how a financial advisor can advocate for your financial future and relieve the burden of stress related to your divorce.

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Consider art as a distinct asset within the net worth statement, acknowledging its potential for value appreciation

Nicole Brandon, Sr. Wealth Advisor

Investing in Fine Art: A Guide on Risks, Returns, and How to Integrate Your Collection into Your Wealth Plan

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Webinars

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Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Family & Health Webinar

Medicare Made Simple Webinar

Navigating Medicare can be a daunting task, but you’re not alone. Whether you’re approaching retirement age, already utilizing Medicare, or helping your loved ones make informed decisions, understanding the options is crucial.

Market Commentary Webinar

Q2 Market Outlook: Markets, Interest Rates, Inflation, and More

A market update on inflation, geopolitics, interest rates, and why diversification and investor discipline remain critical amid global uncertainty.

Estate Planning Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

Podcasts

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Listen

Retirement Podcast

Episode 518 – You Can’t Take It with You: Living for Tomorrow and Today

John Walker and Jason O’Meara explore the Die with Zero philosophy, helping you balance saving for tomorrow with living fully today through intentional financial planning.

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Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

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Market Commentary Podcast

Episode 36 – Is a Crisis Brewing in Private Credit?

The private credit market has been in the headlines, with some investors souring on the asset class. Mercer Advisors VP of Portfolio Management David Krakauer dissects what’s happening in this market and why investors shouldn’t worry if they have the right approach to private credit.

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Family & Health Podcast

Episode 516 – What Does it Take to Feel Financially Secure?

John Walker and Jason O’Meara discuss why millionaires still feel financially insecure and share actionable steps to build real financial confidence.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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