Today joining me now is among the most our elder wide range managers

We feedback income, which in turn gets into new intricate existence situations, and therefore decides or reaffirms asset allotment and you may solidifies the new tax procedures and you may property planning we carry out to possess members

This woman is Susan Travis. Susan looks like your Houston offices. The woman is a certified monetary coordinator. And she in fact is an expert in helping family members manage the wealth, and you may providing family create wealth of one generation to another. Very, Susan, welcome to the fresh new Research of Economic Freedom 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’m sure you talk about the balance sheet into the of a lot prior podcasts, but I recently have to reaffirm to you, and you can our very own website subscribers and some one listening, exactly how important that is as the a first step so that you so you’re able to bundle, to help you strategize, and you can move on properly due to all of the customer’s life situations, no matter where he is in life. We review the bill sheet each year, and it’s really so it comment one to gets you on the same web page, therefore we may start so you’re able to strategize with her. We remark requirements. It’s all fastened together. Which explains why I am within organization, and i also like helping subscribers.

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% New Mexico loan 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.