Now joining me now is among the most our very own elderly wide range executives

I comment cashflow, which in turn gets into the fresh new detail by detail life events, which determines or reaffirms investment allotment and you will solidifies the fresh taxation steps and you will house believed that we manage having clients

She is Susan Travis. Susan looks like of our Houston organizations. She is an official monetary planner. And you can she is really a specialist in aiding household manage its money, and you can permitting family carry out wide range of one generation to another. Very, Susan, welcome to the new Research of Financial Versatility podcast.

It is

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 discuss the equilibrium layer on the many past podcasts, however, I just want to reaffirm with you, and you will all of our customers and you will somebody paying attention, how essential that is as the a primary action to let united states in order to plan, so you can strategize, and you will progress successfully using the consumer’s life occurrences, irrespective of where they are in daily life. We opinion the balance piece from year to year, and it is it opinion one gets united states on a single webpage, so we will start so you’re able to strategize with her. We remark desires. It is all tied up together with her. Which explains why I am within this organization, and i like permitting 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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