Today joining myself now is one of our older money professionals

I remark cash title loans Pennsylvania flow, which in turn gets into the new intricate lifetime events, which identifies otherwise reaffirms resource allocation and you can solidifies new tax actions and you will property believe that individuals would for readers

She’s Susan Travis. Susan turns out of our own Houston workplaces. She’s an official financial planner. And you can she in fact is a specialist in assisting family carry out the money, and you can helping families do wide range off one generation to another. Very, Susan, this is the fresh Science out of 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.

Now, Doug, I’m sure you discuss the balance sheet into of several prior podcasts, but I just have to reaffirm along with you, and you will the website subscribers and you will anybody paying attention, exactly how vital that’s because the a primary action to let you so you can plan, in order to strategize, and you can move on efficiently owing to most of the buyer’s life situations, no matter where he could be in daily life. I comment the bill piece each year, and it is it comment one to becomes all of us on the same webpage, therefore we will start in order to strategize together with her. We review wants. It’s all fastened along with her. Which is the reason why I’m inside providers, and that i like helping readers.

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.