Now joining me personally today is among the most our very own elder wealth managers

Now joining me personally today is among the most our very own elder wealth managers |

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This woman is Susan Travis. Susan works out your Houston offices. She’s an authorized economic planner. And you may she in fact is an expert in helping family members carry out the riches, and you may helping family members would wealth from generation to generation. Thus, Susan, thank you for visiting the brand new Science from Monetary Liberty podcast.

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Susan Travis: Good afternoon, and thank you, Doug, for allowing me to join you and address today’s topics on wealth, tax, and estate planning strategies.

Doug Fabian: Awesome. Before we jump into our subject, tell us a little bit about yourself. Maybe how you got into the business. How would you describe what you do to someone you had just met?

Susan Travis: Well, I actually started in the trust administration side of finance back in 1987. And that allowed me to get to know and understand clients not just through their investments, but through their eyes and their concerns for the generations both above and below them. I saw how each person, often in the same family, all have different priorities. And then, also led me to see where comprehensive planning helped clients through their life events. And I wanted to be a part of that. Financial success isn’t just about what investments you make, it’s about how you put all the pieces together. So, I work with clients to review and update their balance sheet every year.

Now, Doug, I am aware you discuss the equilibrium sheet for the of a lot prior podcasts, but I recently have to reaffirm along with you, and you can our members and you can anyone paying attention, just how crucial which is while the a first step to let all of us so you’re able to package, so you can strategize, and you can proceed effortlessly thanks to the consumer’s life situations, no matter where he could be in daily life. I comment the bill sheet from year to year, and it is which comment that gets you on the same page, so we can begin to strategize together. We remark wants. It is all fastened with her. And that’s why I’m within business, and i also love enabling customers.

Doug Fabian: Awesome. A great description of what you do. Thank you for sharing that. Now, Susan, we have a special initiative in play at Mercer Advisors. We call it Invest Hers. Tell us what we’re doing in the company, too. I’ve talked to the Science of Economic Freedom podcast audience before about this. This is an initiative directed at women. Talk to us about it.

Susan Travis: Investors’ initiative was designed a couple of years back now to support women’s unique wealth management needs. Nearly two-thirds of American women are breadwinners or co-breadwinners. Women control 72 trillion globally, and 95% of women will be their family’s primary financial decision maker during their lifetime. Investors does things like these podcasts and webinars, to bring issues to the table that we need to focus on, on promoting women’s financial success.

Doug Fabian: That is great. Thank you. Today’s podcast is going to be tilted towards assisting women with wealth and tax issues, but I want to say this content serves all who care about managing their wealth. I’ve mentioned this to the men in the audience before when we’ve done a podcast tilted towards women. Every man in the world has a mother. They may have a sister, they may have a daughter, they have women in their lives, and if you care about them, and you care about their money, one payday loans Oregon of the things we want to encourage you to do, and it could be your wives as well, is to listen to this podcast, because this podcast is going to talk about some relatively elementary aspects of wealth management, but also some very sophisticated aspects of wealth management.