All Episodes
Podcasts – Mercer Advisors — 83 episodes
To Spend or Not to Spend
Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast
Wealth and Tax Strategy Under the New Administration
Equity Compensation Part 3: Managing Concentrated Stock Risk
Equity Compensation Part 2: How Different Plans Work
Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan
First Quarter 2020 Update on the Markets
Update on the Markets
CARES Act Relief Options
Market Impacts from Coronavirus and Oil Price Wars
Impact on the Markets from Coronavirus and Oil Price Wars
The Rise of Socially Responsible Investing
Economic Freedom for Women with Alise Kraus
Economic Freedom for Women
Funding Long Term Care: What To Know
What You Need to Know About Long-term Care
Financial Mistakes: The Dumb Things People Do With their Money
The Dumb Things Smart People Do With their Money
A User’s Guide to Financial Advice
How To Choose A Financial Advisor
Do Women Make Better Investors – with Laura Cuber
Do Women Make Better Investors?
Resetting Your Financial Goals for 2019
Time to Reset Your Financial Goals for 2019
2018 Market Scorecard and Your Path to Success in 2019
How to Prepare for a Successful 2019
Talking Markets with Don Calcagni
Year-end Tax Planning 2018
Your Post-Election Market Update
Your Post-Election Market Update
When to Sell a Stock, Mutual Fund or ETF
When to Sell a Stock, Mutual Fund or ETF
Volatility Ahead of the Election
How to Fund College without Going Broke
The Power of the Plan
Your Financial Market Update
Why Cash Flow Matters
Good Things Can Happen in Bad Markets
Unwinding A Highly Concentrated Position in Equities
The Pros and Cons of the Highly Concentrated Position
How to Navigate a Stock Market Correction
What You Need to Know About Medicare
A Factor Investing Q&A
Are You Where You Want to Be?
Revisiting Factor Investing
Revisiting Factor Investing
Best Practices in Estate Planning
The Absolute Best Estate Planning Practices
Part II, Market Score board for the first half of 2018
Market Scoreboard for the First Half of 2018, Part II
Market Scoreboard for the First Half of 2018
What You MUST Know About Social Security and Medicare
What You MUST Know About Social Security and Medicare
Women and Money: The Kara Duckworth Interview
The Kara Duckworth Interview
Thoughts from the ‘Secretary of Explaining Stuff’
The Keys to Wealth Management
Update: The Market Scoreboard in 2018
Key Attributes of a Successful Investor with Don Calcagni
Lost Planning Opportunities with Drew Kanaly
Building Your Framework for Retirement
Attn: Business Owners, for 2018 Tax Law Savings
Insurance Policies and What You Need to Know
What You Need to Know About Your 401(k)
Market Update, Best Money Practices, Action Steps
Tariffs, rate hikes and other market drivers
Estate Planning Basics
Paying Your Fair Share in Taxes
What should be my focus now?
More Volatility Ahead
The Last Great Tax Shelters
Using ‘Factor Investing’ to Enhance Your Portfolio
Market Volatility and Your Next Steps
Markets Update & Outlook for 2018
Finding the Keys to Growth
Prepare For Impact
The Most Important Investment Decision You Will Ever Make
The Answer Will Define Your Goals
The Science Behind It
Unveiling the Real Aspects
Rebooting Your Financial Goals for 2018
Know Where You Stand, so You Can See Where You’re Going
What’s it all about?