Today joining me personally now is the most all of our elderly riches managers

We opinion income, which then goes into this new detail by detail lives events, and that decides otherwise reaffirms house allocation and you can solidifies the latest taxation measures and you will property thought we perform for website subscribers

She is Susan Travis. Susan works out of your Houston practices. She’s an authorized monetary coordinator. And she is really an expert in aiding families do their wealth, and you will providing family members carry out wide range regarding generation to generation. Therefore, Susan, thanks for visiting the latest Research off Financial 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.

Now, Doug, I know you talk about the equilibrium sheet to your of a lot early in the day podcasts, however, I recently need to reaffirm to you, and you may our very own subscribers and you may some body listening, just how important which is due to the fact a first step to let united states in order to plan, to help you strategize, and you can progress effectively owing to all of the buyer’s lifetime situations, regardless of where they are in life. We review the balance layer yearly, and it’s this comment you to definitely gets all of us for a passing fancy page, therefore we can begin in order to strategize with her. I comment specifications. It’s all tied up together with her. Which is the reason why I’m in this company, and that i love helping subscribers.

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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