We comment cash flow, which then goes in the newest outlined lifetime events, and therefore determines or reaffirms investment allocation and you will solidifies this new tax steps and you will property believe that we perform to possess readers
She actually is Susan Travis. Susan looks like of your Houston organizations. The woman is an official monetary planner. And you can she is really a professional in assisting families create the riches, and enabling parents carry out riches off generation to generation. Therefore, Susan, thank you for visiting the fresh Science out-of 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.
Today, Doug, I am aware you talk about the equilibrium layer into the of many past podcasts, however, I just want to reaffirm to you, and you can our clients and you may individuals paying attention, how vital that is as an initial action so that united states to help you bundle, in order to strategize, and move forward successfully through all of the consumer’s lifetime events, wherever he or she is in life. I comment the bill sheet every year, and it’s that it comment one becomes us on the same webpage, therefore we may start so you’re able to strategize together. We feedback desires. It’s all fastened together. And that’s why I’m within this business, and i love permitting 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 payday short term loan Jetmore Kansas 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.