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Podcast
Episode 47: Economic Freedom for Women
In this podcast, Alise examines three of the most common obstacles that women—and to an extent, all investors—encounter on their journey toward economic freedom. Then, she and host Doug Fabian lay out six strategies for clearing those roadblocks and asserting greater financial control.
Doug Fabian, Alise Kraus,
Oct 11, 2019
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Podcast
Episode 46: What You Need to Know About Long-term Care
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.
Doug Fabian, David Haman,
Sep 26, 2019
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Podcast
Episode 45: The Dumb Things Smart People Do With their Money
Recognizing the emotional triggers about money can give us the capacity to change our money management behavior.
Doug Fabian,
Jun 3, 2019
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Podcast
Episode 44: A User’s Guide to Financial Advice
Use this podcast guide to help you find an advisor who’s bound by the fiduciary standard, putting your interests first.
Doug Fabian, Matt Cook,
May 31, 2019
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Podcast
Episode 43: Do Women Make Better Investors?
Are women better investors than men? Find out how gender-based investing may impact you.
Doug Fabian, Laura Cuber, CFP®,
Feb 26, 2019
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Podcast
Episode 42: Time to Reset Your Financial Goals for 2019
The start of a new year is a great time to define a vision and set concrete goals for your financial future.
Doug Fabian,
Jan 11, 2019
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Podcast
Episode 41: 2018 Market Scorecard and Your Path to Success in 2019
Learn how to use a scorecard to track your investments and put yourself on a path for success in 2019.
Doug Fabian,
Jan 4, 2019
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Podcast
Episode 40: How to Prepare for a Successful 2019
As you assess your personal finances, learn five action steps you need to take to achieve your financial goals.
Doug Fabian,
Dec 17, 2018
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Podcast
Episode 39: Talking Markets with Don Calcagni
How should you deal with market volatility? What can you do to keep market swings in perspective?
Doug Fabian, Donald Calcagni,
Dec 10, 2018
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Podcast
Episode 38: Year-end Tax Planning 2018
Identify events that may impact your taxable income, and learn strategies to lower your taxes.
Doug Fabian,
Nov 27, 2018
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Podcast
Episode 37: Your Post-Election Market Update
The 2018 mid-term elections and the impact on your investment portfolio.
Doug Fabian,
Nov 13, 2018
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Podcast
Episode 36: When to Sell a Stock, Mutual Fund or ETF
Knowing when to sell, or not to sell, a stock, mutual fund, or ETF, can be a difficult decision. Find out how to take emotion out of the equation.
Doug Fabian,
Nov 1, 2018
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Podcast
Episode 35: Volatility Ahead of the Election
Market volatility before elections are normal, but it doesn't mean we have to like it. We examine the markets before the mid-term 2018 elections.
Doug Fabian,
Oct 26, 2018
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Podcast
Your Financial Market Update
How were the markets doing up to Q3 2018? What were potential headwinds and tailwinds for the rest of 2018?
Doug Fabian,
Oct 4, 2018
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Podcast
Part II, Market Scoreboard for the First Half of 2018
It's mid-year 2018 and despite negative news, earning season expectations are better than expected. How may this impact your portfolio?
Doug Fabian,
Jul 12, 2018
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Podcast
Market Scoreboard for the First Half of 2018
How did the markets perform in the first half of 2018?
Doug Fabian,
Jul 5, 2018
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Podcast
Update: The Market Scoreboard in 2018
Market volatility is back and it's taken a toll on investor confidence. In times likes these, it's important to review and reconnect to your long-term financial goals.
Doug Fabian,
May 25, 2018
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Podcast
Market Update, Best Money Practices, Action Steps
Why proper asset allocation is crucial to your investment success, particularly during market volatility.
Doug Fabian,
Apr 2, 2018
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Podcast
Tariffs, rate hikes and other market drivers
During the first half of 2018 there was plenty of market volatility. How should you respond?
Doug Fabian,
Mar 26, 2018
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Podcast
What Should Be My Focus Now?
If you're tempted to adjust your portfolio in a volatile market, listen to this first before making a move.
Doug Fabian,
Mar 16, 2018
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Podcast
More Volatility Ahead
How did the markets perform Q1 2018?
Doug Fabian,
Mar 2, 2018
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Podcast
Market Volatility and Your Next Steps
Why are financial markets so volatile right now? Should you change your investment strategy to adapt to these market corrections?
Doug Fabian,
Feb 14, 2018
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Podcast
Prepare For Impact
The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.
Doug Fabian,
Jan 8, 2018
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Podcast
Episode 34: How to Fund College without Going Broke
Educational costs are going up every year, so it's never too early to start planning. Learn about common college funding mistakes and how best to save for college.
Doug Fabian,
Oct 19, 2018
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Podcast
Episode 33: The Power of the Plan
Having a proper, well-designed financial plan can change your life. Hear about key elements of a good financial plan and the importance of defining goals.
Doug Fabian,
Oct 11, 2018
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Podcast
Episode 32: Why Cash Flow Matters
Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.
Doug Fabian,
Sep 27, 2018
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Podcast
Episode 31: Good Things Can Happen in Bad Markets
Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.
Doug Fabian,
Sep 20, 2018
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Podcast
Episode 30: Unwinding A Highly Concentrated Position in Equities
What are the most important components to achieve your financial goals - not the stock market or investing.
Doug Fabian,
Sep 13, 2018
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Podcast
Episode 29: The Pros and Cons of the Highly Concentrated Position
Learn why having a highly concentrated position, an asset that represents a large portion of your wealth, can be both a blessing and a curse.
Doug Fabian,
Sep 6, 2018
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Podcast
Episode 26: Are You Where You Want to Be?
Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.
Doug Fabian,
Aug 2, 2018
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Podcast
Episode 28: How to Navigate a Stock Market Correction
Having the proper mindset, asset allocation, and portfolio diversification can help your financial plan stay on course, especially during market corrections.
Doug Fabian,
Aug 22, 2018
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Podcast
Episode 27: What You Need to Know About Medicare
What is Medicare? Who is eligible? What's the difference between Medicare parts A, B, C, and D? How do you get gap coverage?
Doug Fabian,
Aug 15, 2018
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Podcast
Episode 25: Best Practices in Estate Planning
Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.
Doug Fabian,
Jul 19, 2018
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Podcast
Episode 24: What You MUST Know About Social Security and Medicare
What do you need to know about Social Security and Medicare and when you should elect to receive these benefits?
Doug Fabian,
Jun 25, 2018
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Podcast
Episode 23: Women and Money: The Kara Duckworth Interview
Do you know there are 7 keys to wealth management that can help you create the financial life you desire?
Doug Fabian,
Jun 14, 2018
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Podcast
Episode 22: Thoughts from the ‘Secretary of Explaining Stuff’
Do you know there are 7 keys to wealth management that can help you create the financial life you desire?
Doug Fabian,
Jun 8, 2018
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Podcast
Episode 21: The Keys to Wealth Management
Do you know there are 7 keys to wealth management that can help you create the financial life you desire?
Doug Fabian,
May 31, 2018
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Podcast
Episode 20: Key Attributes of a Successful Investor with Don Calcagni
What are the four attributes you need to be a successful investor? Find out how you can manage your money successfully.
Doug Fabian,
May 9, 2018
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Podcast
Episode 19: Lost Planning Opportunities with Drew Kanaly
How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?
Doug Fabian,
May 2, 2018
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Podcast
Episode 17: Attn: Business Owners, for 2018 Tax Law Savings
If you're a business owner, the 2018 tax laws may help you save thousands of dollars in taxes.
Doug Fabian,
Apr 29, 2018
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Podcast
Episode 15: The Last Great Tax Shelters
Whether you are an individual or a small business owner, tax shelters can maximize your wealth.
Doug Fabian,
Apr 27, 2018
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Podcast
Episode 14c: Revisiting Factor Investing
Factor investing plays an important role in Mercer Advisors' investment strategy. Learn how it can be achieved using a variety of investment vehicles.
Doug Fabian,
Jul 26, 2018
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Podcast
Episode 16: What You Need to Know About Your 401(k)
Doug Fabian,
Apr 28, 2018
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Podcast
Episode 14b: A Factor Investing Q&A
Now that you know the 'why' of factor investing, this episode talks about how it all works.
Doug Fabian,
Aug 10, 2018
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Podcast
Episode 14: Using ‘Factor Investing’ to Enhance Your Portfolio
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
Doug Fabian,
Apr 27, 2018
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Podcast
Episode 13: Markets Update & Outlook for 2018
Hear about how low unemployment and strong economic growth were tailwinds in 2017.
Doug Fabian,
Apr 24, 2018
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Podcast
Episode 18: Building Your Framework for Retirement
Any retirement dream needs planning. Learn about the questions you need to ask yourself to better plan your retirement.
Doug Fabian,
Apr 29, 2018
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Podcast
Episode 12: Rebooting Your Financial Goals for 2018
Find a step-by-step plan for how to become a true goal setter and how to apply goal setting to your financial planning.
Doug Fabian,
Apr 22, 2018
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Podcast
Episode 11: Insurance Policies and What You Need to Know
Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.
Doug Fabian,
Apr 12, 2018
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Podcast
Episode 10: Estate Planning Basics
Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.
Doug Fabian,
Mar 20, 2018
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Podcast
Episode 9: Paying Your Fair Share in Taxes
Are your assets diversified? Learn how to determine asset allocation that's right for you.
Doug Fabian,
Mar 16, 2018
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Podcast
Episode 8: The Most Important Investment Decisions You Will Ever Make
Are your assets diversified? Learn how to determine asset allocation that's right for you.
Doug Fabian,
Feb 6, 2018
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Podcast
Episode 7: Finding the Keys to Growth
Doug Fabian,
Jan 9, 2018
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Podcast
Episode 6: To Spend or Not to Spend
How do you determine how much to spend? Create a budget with our spending plan worksheet to help you answer the question.
Doug Fabian,
Jan 7, 2018
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Podcast
Episode 5: Know Where You Stand, so You Can See Where You’re Going
What are your financial goals? How do you achieve them?
Doug Fabian,
Nov 17, 2017
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Podcast
Episode 4: The Answer Will Define Your Goals
What are your financial goals? How do you achieve them?
Doug Fabian,
Nov 17, 2017
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Podcast
Episode 3: The Science Behind It
How you use budgeting, compounded growth, and asset allocation to grow your wealth.
Doug Fabian,
Nov 14, 2017
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Podcast
Episode 2: Unveiling the Real Aspects
What are the most important components to achieve your financial goals - not the stock market or investing.
Doug Fabian,
Nov 14, 2017
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Podcast
Episode 1: What’s It All About?
At Mercer Advisors, we talk a lot about financial goals. How can you achieve them through comprehensive wealth management?
Doug Fabian,
Nov 7, 2017
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