Podcast: Play in new window | Download (Duration: 16:39 — 38.1MB) | Embed
Subscribe: Apple Podcasts | Android | RSS
Listen Now:
-
View All
-
Financial Planning
-
Investing
-
Retirement
-
Taxes
-
Trust and Estate Plan
-
Women and Wealth
Equity Compensation Part 3: Managing Concentrated Stock Risk
Aug 10, 2020, Investing
Equity Compensation Part 2: How Different Plans Work
Aug 10, 2020, Investing
Equity Compensation Part 1: Managing Equity Compensation Within Your Personal Financial Plan
Aug 10, 2020, Investing
First Quarter 2020 Update on the Markets
May 13, 2020, Investing, Investing, Insights
CARES Act Relief Options
May 11, 2020, Financial Planning, Financial Planning, Insights
Impact on the Markets from Coronavirus and Oil Price Wars
Mar 10, 2020, Investing, Investing, Insights
The Rise of Socially Responsible Investing
Dec 17, 2019, Investing, Investing, Insights
Economic Freedom for Women with Alise Kraus
Oct 11, 2019, Women and Wealth, Women and Wealth, Insights
Long Term Care: What You Need To Know
Sep 26, 2019, Retirement, Retirement, Insights
Financial Mistakes: The Dumb Things People Do With their Money
Jun 3, 2019, Financial Planning, Financial Planning, Insights
How To Choose A Financial Advisor
May 31, 2019, Financial Planning, Financial Planning, Insights
Do Women Make Better Investors – with Laura Cuber
Feb 26, 2019, Investing, Investing, Women and Wealth, Women and Wealth, Insights
Resetting Your Financial Goals for 2019
Jan 11, 2019, Financial Planning, Financial Planning, Insights
Assessing Your Personal Portfolio Management Scorecard
Jan 4, 2019, Investing, Investing, Insights
How to Financially Prepare for a Successful 2019
Dec 17, 2018, Financial Planning, Financial Planning, Insights
Portfolio Management And Steps To Take In A Volatile Market
Dec 10, 2018, Investing, Investing, Insights
Year-End Tax Planning with Mark Doran Podcast
Nov 27, 2018, Taxes, Taxes, Insights
The Post-Election Market Update Podcast
Nov 13, 2018, Investing, Investing, Insights
When to Sell a Stock, Mutual Fund or ETF
Nov 1, 2018, Investing, Investing, Insights
The Dos and Dont’s of Approaching the Market During Volatile Times
Oct 26, 2018, Investing, Investing, Insights
How to Fund College Without Going Broke with Jamie Block
Oct 19, 2018, Financial Planning, Financial Planning, Insights
The Power of a Financal Plan with Laura Combs
Oct 11, 2018, Financial Planning, Financial Planning, Insights
Your Financial Market Update
Oct 4, 2018, Investing, Investing, Insights
Why Cash Flow Matters – A Podcast
Sep 27, 2018, Financial Planning, Financial Planning, Insights
Good Things Can Happen in Bad Markets with Don Calcagni
Sep 20, 2018, Investing, Investing, Insights
Unwinding A Highly Concentrated Position in Equities
Sep 13, 2018, Investing, Investing, Insights
The Pros and Cons of the Highly Concentrated Position
Sep 6, 2018, Investing, Investing, Insights
Navigating a Stock Market Correction
Aug 22, 2018, Investing, Investing, Insights
What You Need To Know About Medicare Podcast
Aug 15, 2018, Retirement, Retirement, Insights
Factor Investing with Don Calcagni Q&A – Part 2
Aug 10, 2018, Investing, Investing, Insights
The Journey to Economic Freedom – Are You Where You Want To Be?
Aug 2, 2018, Financial Planning, Financial Planning, Insights
Factor Investing with Don Calcagni – Part 3
Jul 26, 2018, Investing, Investing, Insights
Best Practices in Estate Planning
Jul 19, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights
Part II, Market Scoreboard for the First Half of 2018
Jul 12, 2018, Investing, Investing, Insights
Market Scoreboard for the First Half of 2018
Jul 5, 2018, Investing, Investing, Insights
What You Should Know About Social Security & Medicare
Jun 25, 2018, Financial Planning, Financial Planning, Insights
Women and Money with Kara Duckworth
Jun 14, 2018, Investing, Investing, Women and Wealth, Women and Wealth, Insights
Why you Should Own Stocks – with Apollo Lupescu
Jun 8, 2018, Investing, Investing, Insights
The Keys to Wealth Management Podcast
May 31, 2018, Financial Planning, Financial Planning, Insights
Update: The Market Scoreboard in 2018
May 25, 2018, Investing, Investing, Insights
Four Attributes of Successful Investing w/ Don Calcagni
May 9, 2018, Investing, Investing, Insights
Lost Financial Planning Opportunities w/ Drew Kanaly
May 2, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights
Taxes and Small Business Owners
Apr 29, 2018, Taxes, Taxes, Insights
How to Get Retirement Ready Podcast
Apr 29, 2018, Retirement, Retirement, Insights
What You Need To Know About Your 401(k) Podcast
Apr 28, 2018, Retirement, Retirement, Insights
Factor Investing with Don Calcagni – Part 1
Apr 27, 2018, Investing, Investing, Insights
The Last Great Tax Shelters Podcast
Apr 27, 2018, Taxes, Insights
Market Update & Outlook with Don Calcagni
Apr 24, 2018, Investing, Investing, Insights
Rebooting Your Financial Goals for 2018
Apr 22, 2018, Financial Planning, Financial Planning, Insights
Guide to Insurance Policies Podcast
Apr 12, 2018, Financial Planning, Financial Planning, Insights
Market Update, Best Money Practices, Action Steps
Apr 2, 2018, Investing, Investing, Insights
Tariffs, rate hikes and other market drivers
Mar 26, 2018, Investing, Investing, Insights
Estate Planning Basics Podcast
Mar 20, 2018, Trust and Estate Plan, Trust and Estate Plan, Insights
Guide to Taxes Podcast
Mar 16, 2018, Taxes, Insights
What Should Be My Focus Now?
Mar 16, 2018, Investing, Investing, Insights
More Volatility Ahead
Mar 2, 2018, Investing, Investing, Insights
Market Volatility and Your Next Steps
Feb 14, 2018, Investing, Investing, Insights
Asset Allocation Basics Podcast
Feb 6, 2018, Investing, Investing, Insights
Investing In The Equity and Fixed Income Markets
Jan 9, 2018, Investing, Investing, Insights
Prepare For Impact
Jan 8, 2018, Taxes, Taxes, Insights
Building Your Spending Plan
Jan 7, 2018, Financial Planning, Financial Planning, Insights
Financial Goal Setting
Nov 17, 2017, Financial Planning, Financial Planning, Insights
Balance Sheet Basics – See Where You’re Going
Nov 17, 2017, Financial Planning, Financial Planning, Insights
The Formulas to Achieve Economic Freedom
Nov 14, 2017, Financial Planning, Financial Planning, Insights
The Five Principles of Finance
Nov 14, 2017, Financial Planning, Financial Planning, Insights
How to Achieve Economic Freedom
Nov 7, 2017, Financial Planning, Financial Planning, Insights
Get all SoEF resources, weekly:
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.