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Podcast

CARES Act Relief Options

As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Doug Fabian, Jeremiah H. Barlow,

May 11, 2020

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Podcast

Financial Mistakes: The Dumb Things 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

How To Choose A Financial Advisor

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

Resetting 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

How to Financially 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

How to Fund College Without Going Broke with Jamie Block

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

The Power of a Financal Plan with Laura Combs

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

Why Cash Flow Matters – A Podcast

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

The Journey to Economic Freedom – 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

What You Should Know About Social Security & 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

The Keys to Wealth Management Podcast

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

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

Guide to Insurance Policies Podcast

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

Building Your Spending Plan

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

Financial Goal Setting

What are your financial goals? How do you achieve them?

Doug Fabian,

Nov 17, 2017

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Podcast

Balance Sheet Basics – 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

The Formulas to Achieve Economic Freedom

How you use budgeting, compounded growth, and asset allocation to grow your wealth.

Doug Fabian,

Nov 14, 2017

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Podcast

The Five Principles of Finance

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

How to Achieve Economic Freedom

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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