I review income, which then gets into this new detail by detail lifetime incidents, and this establishes or reaffirms asset allowance and you may solidifies brand new taxation actions and property believe that we do having clients
She actually is Susan Travis. Susan works out of our own Houston workplaces. She is an authorized monetary planner meaningful link. And you can she is really a specialist in aiding household do the riches, and you can permitting family members carry out riches out-of one generation to another. Therefore, Susan, this is the latest Technology from 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 your discuss the harmony piece toward of many prior podcasts, but I recently need to reaffirm along with you, and you can our subscribers and you can anyone listening, exactly how vital which is once the a first step to allow us so you can bundle, in order to strategize, and you will move ahead effectively because of all the customer’s existence incidents, wherever he or she is in life. I feedback the bill piece from year to year, and it’s it remark one to becomes us for a passing fancy page, so we will start to help you strategize together. We opinion desires. It’s all fastened together. Which is why I’m in this company, and i also love providing 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.