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Financial Planning
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Investing
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Retirement
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Taxes
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Trust and Estate Plan
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Women and Wealth
Episode 1: What’s It All About?
Nov 7, 2017, Financial Planning, Financial Planning, Insights
Episode 2: Unveiling the Real Aspects
Nov 14, 2017, Financial Planning, Financial Planning, Insights
Episode 3: The Science Behind It
Nov 14, 2017, Financial Planning, Financial Planning, Insights
Episode 4: The Answer Will Define Your Goals
Nov 17, 2017, Financial Planning, Financial Planning, Insights
Episode 5: Know Where You Stand, so You Can See Where You’re Going
Nov 17, 2017, Financial Planning, Financial Planning, Insights
Episode 6: To Spend or Not to Spend
Jan 7, 2018, Financial Planning, Financial Planning, Insights
Episode 7: Finding the Keys to Growth
Jan 9, 2018, Investing, Investing, Insights
Episode 8: The Most Important Investment Decisions You Will Ever Make
Feb 6, 2018, Investing, Investing, Insights
Episode 9: Paying Your Fair Share in Taxes
Mar 16, 2018, Taxes, Insights
Episode 10: Estate Planning Basics
Mar 20, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights
Episode 11: Insurance Policies and What You Need to Know
Apr 12, 2018, Financial Planning, Financial Planning, Insights
Episode 12: Rebooting Your Financial Goals for 2018
Apr 22, 2018, Financial Planning, Financial Planning, Insights
Episode 18: Building Your Framework for Retirement
Apr 29, 2018, Retirement, Retirement, Insights
Episode 13: Markets Update & Outlook for 2018
Apr 24, 2018, Investing, Investing, Insights
Episode 14: Using ‘Factor Investing’ to Enhance Your Portfolio
Apr 27, 2018, Investing, Investing, Insights
Episode 14b: A Factor Investing Q&A
Aug 10, 2018, Investing, Investing, Insights
Episode 16: What You Need to Know About Your 401(k)
Apr 28, 2018, Retirement, Retirement, Insights
Episode 14c: Revisiting Factor Investing
Jul 26, 2018, Investing, Investing, Insights
Episode 15: The Last Great Tax Shelters
Apr 27, 2018, Taxes, Insights
Episode 17: Attn: Business Owners, for 2018 Tax Law Savings
Apr 29, 2018, Taxes, Taxes, Insights
Episode 19: Lost Planning Opportunities with Drew Kanaly
May 2, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights
Episode 20: Key Attributes of a Successful Investor with Don Calcagni
May 9, 2018, Investing, Investing, Insights
Episode 21: The Keys to Wealth Management
May 31, 2018, Financial Planning, Financial Planning, Insights
Episode 22: Thoughts from the ‘Secretary of Explaining Stuff’
Jun 8, 2018, Investing, Investing, Insights
Episode 23: Women and Money: The Kara Duckworth Interview
Jun 14, 2018, Investing, Investing, Women and Wealth, Women and Wealth, Insights
Episode 24: What You MUST Know About Social Security and Medicare
Jun 25, 2018, Financial Planning, Financial Planning, Insights
Episode 25: Best Practices in Estate Planning
Jul 19, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights
Episode 27: What You Need to Know About Medicare
Aug 15, 2018, Retirement, Retirement, Insights
Episode 28: How to Navigate a Stock Market Correction
Aug 22, 2018, Investing, Investing, Insights
Episode 26: Are You Where You Want to Be?
Aug 2, 2018, Financial Planning, Financial Planning, Insights
Episode 29: The Pros and Cons of the Highly Concentrated Position
Sep 6, 2018, Investing, Investing, Insights
Episode 30: Unwinding A Highly Concentrated Position in Equities
Sep 13, 2018, Investing, Investing, Insights
Episode 31: Good Things Can Happen in Bad Markets
Sep 20, 2018, Investing, Investing, Insights
Episode 32: Why Cash Flow Matters
Sep 27, 2018, Financial Planning, Financial Planning, Insights
Episode 33: The Power of the Plan
Oct 11, 2018, Financial Planning, Financial Planning, Insights
Episode 34: How to Fund College without Going Broke
Oct 19, 2018, Financial Planning, Financial Planning, Insights
Prepare For Impact
Jan 8, 2018, Taxes, Taxes, Insights
Market Volatility and Your Next Steps
Feb 14, 2018, Investing, Investing, Insights
More Volatility Ahead
Mar 2, 2018, Investing, Investing, Insights
What Should Be My Focus Now?
Mar 16, 2018, Investing, Investing, Insights
Tariffs, rate hikes and other market drivers
Mar 26, 2018, Investing, Investing, Insights
Market Update, Best Money Practices, Action Steps
Apr 2, 2018, Investing, Investing, Insights
Update: The Market Scoreboard in 2018
May 25, 2018, Investing, Investing, Insights
Market Scoreboard for the First Half of 2018
Jul 5, 2018, Investing, Investing, Insights
Part II, Market Scoreboard for the First Half of 2018
Jul 12, 2018, Investing, Investing, Insights
Your Financial Market Update
Oct 4, 2018, Investing, Investing, Insights
Episode 35: Volatility Ahead of the Election
Oct 26, 2018, Investing, Investing, Insights
Episode 36: When to Sell a Stock, Mutual Fund or ETF
Nov 1, 2018, Investing, Investing, Insights
Episode 37: Your Post-Election Market Update
Nov 13, 2018, Investing, Investing, Insights
Episode 38: Year-end Tax Planning 2018
Nov 27, 2018, Taxes, Taxes, Insights
Episode 39: Talking Markets with Don Calcagni
Dec 10, 2018, Investing, Investing, Insights
Episode 40: How to Prepare for a Successful 2019
Dec 17, 2018, Financial Planning, Financial Planning, Insights
Episode 41: 2018 Market Scorecard and Your Path to Success in 2019
Jan 4, 2019, Investing, Investing, Insights
Episode 42: Time to Reset Your Financial Goals for 2019
Jan 11, 2019, Financial Planning, Financial Planning, Insights
Episode 43: Do Women Make Better Investors?
Feb 26, 2019, Investing, Investing, Women and Wealth, Women and Wealth, Insights
Episode 44: A User’s Guide to Financial Advice
May 31, 2019, Financial Planning, Financial Planning, Insights
Episode 45: The Dumb Things Smart People Do With their Money
Jun 3, 2019, Financial Planning, Financial Planning, Insights
Episode 46: What You Need to Know About Long-term Care
Sep 26, 2019, Retirement, Retirement, Insights
Episode 47: Economic Freedom for Women
Oct 11, 2019, Women and Wealth, Women and Wealth, Insights
Episode 48: The Rise of Socially Responsible Investing
Dec 17, 2019, Investing, Investing, Insights
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Doug Fabian
For more than three decades, Doug Fabian, has been helping investors find their next step to achieving their financial goals. Doug’s personal journey in finance began when he went to work for his father’s investment publishing firm as a research analyst. The mission of their publication was to educate readers about no-load mutual funds. Doug moved from research and editorial, to marketing and ultimately to public speaking and radio – where he found his passion for educating others about money. Doug has helped and motivated scores of individuals to set a plan in place to achieve their unique financial goals.
Mercer Advisors
Mercer Advisors is one of the country’s first, planning-focused independent registered investment advisory firms. We provide holistic planning, including customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services. We’re here to help you through every stage of your financial journey
Wealth coaching.
Wealth Coaching is a complimentary phone consultation with an advisor designed to assess your financial situation and formulate the next steps in your journey toward economic freedom. There is no cost or obligation.