Today joining me now is one of all of our older money managers

I review income, which then goes in the newest in depth lifestyle occurrences, and that identifies otherwise reaffirms investment allowance and you can solidifies the income tax procedures and estate believe that people would getting website subscribers

This woman is Susan Travis. Susan works out your Houston offices. This woman is a certified monetary planner. And you may she actually is a specialist in helping parents manage its money, and you can helping family members do wealth out-of generation to generation. So, Susan, thank you for visiting the latest Science regarding Economic Versatility 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 understand your discuss the harmony layer into the of a lot early in the day podcasts, however, I simply need certainly to reaffirm with you, and you will all of our readers and you may individuals hearing, exactly how essential that is given that a primary action to allow united states so you’re able to package, to strategize, and move forward properly by way of every buyer’s lifetime incidents, wherever he is in daily life. I review the bill https://easyloanspot.com/payday-loans-wy/ piece every year, and it’s which review one becomes us on the same page, so we can begin in order to strategize along with her. We comment requirements. It’s all fastened together with her. Which is why I am within this business, and that i love permitting clients.

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.