PODCAST · business
Podcasts – Mercer Advisors
by Doug Fabian - Economic Freedom Expert
Achieving your financial dreams and finding peace of mind. That's economic freedom! In order to achieve it, it's important to understand what it looks like, what it feels like, and what you must do to get there. The Science of Economic Freedom is dedicated to educating the American public on how to be better stewards of their money with the science-based, technical expertise of Mercer Advisors and their 30 years of helping clients reach their financial goals. You don't need to be a Mercer Advisors' client to learn and become a better investor. Your journey to economic freedom can begin today. Visit www.scienceofeconomicfreedom.com (http://www.scienceofeconomicfreedom.com) for more information.
Episodes
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To Spend or Not to Spend
That is the question. And your Economic Freedom Spending Plan will help answer it, with a spending plan worksheet.
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Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast
The post Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast appeared first on Mercer Advisors.
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Wealth and Tax Strategy Under the New Administration
With the change in administrations, 2021 promises to bring new challenges & opportunities to the estate planning arena. Get info on managing your wealth effectively into the future amid the changes.
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Equity Compensation Part 3: Managing Concentrated Stock Risk
The post Equity Compensation Part 3: Managing Concentrated Stock Risk appeared first on Mercer Advisors.
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Equity Compensation Part 2: How Different Plans Work
If you work for a company that offers stock options, a discounted stock purchasing program, or some other type of equity compensation, how do you decide whether it’s the right choice for you?
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Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan
For employees of both public and privately held companies, equity compensation such as stock options or co-ownership can create a significant opportunity to grow wealth. However, participating in this type of award plan also carries some financial risk and requires careful management.
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First Quarter 2020 Update on the Markets
The post First Quarter 2020 Update on the Markets appeared first on Mercer Advisors.
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Update on the Markets
Capital markets posted some modest gains in recent weeks after falling sharply at the onset of the global COVID-19 pandemic in early March. However, the timeline of a more lasting financial recovery remains unclear as this crisis continues to shut down large segments of the economy. In this…
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CARES Act Relief Options
As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus...
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Market Impacts from Coronavirus and Oil Price Wars
The post Market Impacts from Coronavirus and Oil Price Wars appeared first on Mercer Advisors.
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Impact on the Markets from Coronavirus and Oil Price Wars
Earlier this year we identified the three E’s during our January quarterly markets update webinar: exogenous shocks, earnings, and the election. The exogenous shock on March 9, Saudi Arabia getting into a price war with the Russians, has taken center stage of the three Es with earnings soon to...
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The Rise of Socially Responsible Investing
Sparked by millennials and others seeking to back companies that create positive environmental, social, and economic change, the volume of U.S. assets targeted toward socially responsible investing (SRI) approached $12 trillion by the end of 2018. How should investors consider as they approach…
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Economic Freedom for Women with Alise Kraus
Growing up, Alise Kraus watched her mother struggle to make confident decisions about money and find unbiased financial counsel. That experience steered Alise toward becoming a Certified Financial PlannerTM and, more recently, specializing in the unique wealth management needs of female clients…
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Economic Freedom for Women
Growing up, Alise Kraus watched her mother struggle to make confident decisions about money and find unbiased financial counsel. That experience steered Alise toward becoming a Certified Financial PlannerTM and, more recently, specializing in the unique wealth management needs of female clients…
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Funding Long Term Care: What To Know
The costs of professional long-term care can grow to several hundred thousand dollars a year—potentially draining your retirement assets or family members’ resources.
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What You Need to Know About Long-term Care
An estimated 52 to 70 percent of people who reach age 85 will eventually need some form of long-term assistance with daily activities such as feeding, washing, dressing, and mobility. The costs of professional long-term care can grow to several hundred thousand dollars a year-potentially draining...
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Financial Mistakes: The Dumb Things People Do With their Money
The post Financial Mistakes: The Dumb Things People Do With their Money appeared first on Mercer Advisors.
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The Dumb Things Smart People Do With their Money
People who are successful and wise in other areas of their life may still be prone to making poor financial decisions—as many of us have learned from experience. Why does that happen so often? And what can we do about it? Jill Schlesinger, a nationally syndicated financial columnist and...
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A User’s Guide to Financial Advice
More than 650,000 so-called financial advisors in this country are eager to recommend how you should invest your money. However, not all of them are required to uphold your best interests above all. How do you sort through different companies’ claims to find an advisor who’s truly focused on…
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How To Choose A Financial Advisor
The post How To Choose A Financial Advisor appeared first on Mercer Advisors.
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Do Women Make Better Investors – with Laura Cuber
The post Do Women Make Better Investors – with Laura Cuber appeared first on Mercer Advisors.
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Do Women Make Better Investors?
Are women better investors than men? Is gender-based performance a real thing? What can we learn from research to improve our investment returns? In episode 43 of the Science of Economic Freedom, I spoke with Laura Cuber, CFP and Client Advisor in our Chicago branch, to talk about men, women, and...
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Resetting Your Financial Goals for 2019
The post Resetting Your Financial Goals for 2019 appeared first on Mercer Advisors.
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Time to Reset Your Financial Goals for 2019
An opportunity to push the reset button in the new year is great, but how do you actually go about doing it correctly? In Episode 42 of the Science of Economic Freedom, “Time to Reset Your Financial Goals for 2019,” I provide you with some precise steps on how to do just that. The process begins...
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2018 Market Scorecard and Your Path to Success in 2019
2018 Market Scorecard and Your Path to Success in 2019
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How to Prepare for a Successful 2019
The post Episode 40: How to Prepare for a Successful 2019 appeared first on Mercer Advisors.
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Talking Markets with Don Calcagni
The post Episode 39: Talking Markets with Don Calcagni appeared first on Mercer Advisors.
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Year-end Tax Planning 2018
The post Episode 38: Year-end Tax Planning 2018 appeared first on Mercer Advisors.
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Your Post-Election Market Update
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Your Post-Election Market Update
The post Episode 37: Your Post-Election Market Update appeared first on Mercer Advisors.
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When to Sell a Stock, Mutual Fund or ETF
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When to Sell a Stock, Mutual Fund or ETF
The post Episode 36: When to Sell a Stock, Mutual Fund or ETF appeared first on Mercer Advisors.
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Volatility Ahead of the Election
In this episode of the Science of Economic Freedom, “Volatility Ahead of the Election,” we discuss what you really need to do right now—and you’ll be surprised to learn that it doesn’t have much to do with buying and selling equities. Some of the key issues we cover in this episode include: A...
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How to Fund College without Going Broke
The post Episode 34: How to Fund College without Going Broke appeared first on Mercer Advisors.
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The Power of the Plan
Why do you need a financial plan? Everyone basically knows they do, but what’s the real value of having a sound financial plan in place? - The short answer is having a proper, well-designed financial plan can literally change your life for the better,...
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Your Financial Market Update
In this special bonus episode of the Science of Economic Freedom, “Your Financial Market Update,” I dig through the performance details of the major market indices to see how the respective sectors performed last quarter, and year to date. -
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Why Cash Flow Matters
Did you know that cash flow can be as important, and possibly even more important, than your investment returns? - On this episode of the Science of Economic Freedom, “Why Cash Flow Matters,” I speak with Al Zdenek, author of the best-selling book,
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Good Things Can Happen in Bad Markets
We’re now in the 10th year of a bull market, and it’s been one marked by historically low volatility. Sure, we’ve had a few corrections since 2008, including a 10% pullback off the highs early this year. And though investors have been conditioned over ...
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Unwinding A Highly Concentrated Position in Equities
Do you have a highly concentrated position in a stock, mutual fund or exchange-traded fund (ETF)? Do you have a plan in place to reduce the risk and manage this position in a tax-efficient manner? - In a recent episode of the Science of Economic Freed...
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The Pros and Cons of the Highly Concentrated Position
Many people have an overabundance of wealth tied up in what’s commonly called a “highly concentrated position.” This is basically an asset on your balance sheet that represents a large portion of your net worth. -
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How to Navigate a Stock Market Correction
In this episode of the Science of Economic Freedom podcast, “How to Navigate a Stock Market Correction,” we discuss the proper mindset needed to ensure you succeed during the inevitable periods of market weakness. -
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What You Need to Know About Medicare
In this episode of the Science of Economic Freedom podcast, “What You Need to Know About Medicare,” David Haman, client advisor at Mercer Advisors, returns to discuss his vast knowledge of this government program,
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A Factor Investing Q&A
In this special bonus episode of the Science of Economic Freedom podcast, “A Factor Investing Q&A,” I provide a general overview of Factor Investing, and I answer many of the great questions from my recent presentation in Boston, MA,
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Are You Where You Want to Be?
In this episode of the Science of Economic Freedom podcast, “Are You Where You Want to Be on Your Journey to Economic Freedom?”, we start with some eye-openings statistics. - According to my data: Only 30% of Americans are financially literate.
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Revisiting Factor Investing
In this special bonus episode of the Science of Economic Freedom podcast, “Revisiting Factor Investing,” I speak with Don Calcagni, Chief Investment Officer at Mercer Advisor. Don is an expert on factor investing, and his breadth of knowledge will educate and enhance your understanding of the...
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Revisiting Factor Investing
In this special bonus episode of the Science of Economic Freedom podcast, “Revisiting Factor Investing,” I speak with Don Calcagni, Chief Investment Officer at Mercer Advisors. Don is an expert on factor investing, and his breadth of knowledge will educate and enhance your understanding of the...
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Best Practices in Estate Planning
In this episode of the Science of Economic Freedom podcast, “Best Practices in Estate Planning,” I speak with Jeremiah H. Barlow, JD, Head of Family Wealth Services at Mercer Advisors. Jeremiah is an expert in estate planning,
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The Absolute Best Estate Planning Practices
In this episode of the Science of Economic Freedom podcast, “The Absolute Best Estate Planning Practices,” I speak with Jeremiah H. Barlow, JD, Head of Family Wealth Services at Mercer Advisors. Jeremiah is an expert in estate planning, and he has a unique way of explaining the…
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Part II, Market Score board for the first half of 2018
In this special bonus episode of the Science of Economic Freedom podcast, “Market Scoreboard for the First Half of 2018, Part II,” we continue to look at the tailwinds likely to fuel the earnings sails, including tax reform, low unemployment,
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Market Scoreboard for the First Half of 2018, Part II
In this special bonus episode of the Science of Economic Freedom podcast, “Market Scoreboard for the First Half of 2018, Part II,” we continue to look at the tailwinds likely to fuel the earnings sails, including tax reform, low unemployment, modestly rising interest rates, solid wage growth and...
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ABOUT THIS SHOW
Achieving your financial dreams and finding peace of mind. That's economic freedom! In order to achieve it, it's important to understand what it looks like, what it feels like, and what you must do to get there. The Science of Economic Freedom is dedicated to educating the American public on how to be better stewards of their money with the science-based, technical expertise of Mercer Advisors and their 30 years of helping clients reach their financial goals. You don't need to be a Mercer Advisors' client to learn and become a better investor. Your journey to economic freedom can begin today. Visit www.scienceofeconomicfreedom.com (http://www.scienceofeconomicfreedom.com) for more information.
HOSTED BY
Doug Fabian - Economic Freedom Expert
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Podcasts – Mercer Advisors currently has 124 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Achieving your financial dreams and finding peace of mind. That's economic freedom! In order to achieve it, it's important to understand what it looks like, what it feels like, and what you must do to get there. The Science of Economic Freedom is dedicated to educating the American public on how to...
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Podcasts – Mercer Advisors publishes regularly with 124 episodes available. Check the episode list for the typical release schedule.
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Podcasts – Mercer Advisors is created and hosted by Doug Fabian - Economic Freedom Expert.
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