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Now signing up for me today is considered the most all of our elder money managers

Now signing up for me today is considered the most all of our elder money managers

We comment cashflow, which in turn goes into the fresh outlined life events, which establishes or reaffirms advantage allocation and you may solidifies the latest tax methods and you can property believed that individuals create to have customers

The woman is Susan Travis. Susan ends up in our Houston workplaces. She’s an official financial coordinator. And you may she in fact is a professional in aiding household carry out their wide range, and you may helping household carry out wealth off generation to generation. Very, Susan, welcome to brand new Research from Financial 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.

Today, Doug, I am aware your discuss the balance sheet towards of several prior podcasts, however, I simply need to reaffirm along with you, and you will all of our readers and individuals hearing, just how vital that’s while the an initial step to let all of us to help you package, so you can strategize, and proceed effortlessly courtesy most of the customer’s lifestyle situations, irrespective of where they are in life. I review the balance piece yearly, and it’s really it opinion you to definitely will get all of us for a passing fancy page, so we can begin to help you strategize with her. We review wants. It’s all tied together with her. Which is why I’m in this organization, and i also love helping members.

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 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.

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