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Business Owners
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Estate Planning
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Investing Insight
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Market Commentary
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Personal Finance
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Retirement Planning
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Tax Planning
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Goals
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Economic Freedom
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Financial Planning
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Insurance
Episode 1: What’s It All About?
Nov 7, 2017, Economic Freedom
Episode 2: Unveiling the Real Aspects
Nov 14, 2017, Economic Freedom
Episode 3: The Science Behind It
Nov 14, 2017, Economic Freedom
Episode 4: The Answer Will Define Your Goals
Nov 17, 2017, Goals
Episode 5: Know Where You Stand, so You Can See Where You’re Going
Nov 17, 2017, Business Owners, Economic Freedom
Episode 6: To Spend or Not to Spend
Jan 7, 2018, Economic Freedom
Episode 7: Finding the Keys to Growth
Jan 9, 2018, Investing Insight
Episode 8: The Most Important Investment Decision You Will Ever Make
Feb 6, 2018, Business Owners, Investing Insight
Episode 9: Paying Your Fair Share in Taxes
Mar 16, 2018, Tax Planning
Episode 10: Estate Planning Basics
Mar 20, 2018, Estate Planning
Episode 11: Insurance Policies and What You Need to Know
Apr 12, 2018, Insurance
Episode 12: Rebooting Your Financial Goals for 2018
Apr 22, 2018, Personal Finance
Episode 13: Markets Update & Outlook for 2018
Apr 24, 2018, Investing Insight
Episode 14: Using ‘Factor Investing’ to Enhance Your Portfolio
Apr 27, 2018, Investing Insight
Episode 14b: A Factor Investing Q&A
Aug 10, 2018, Investing Insight
Episode 14c: Revisiting Factor Investing
Jul 26, 2018, Investing Insight
Episode 15: The Last Great Tax Shelters
Apr 27, 2018, Tax Planning
Episode 16: What You Need to Know About Your 401(k)
Apr 28, 2018, Retirement Planning
Episode 17: Attn: Business Owners, for 2018 Tax Law Savings
Apr 29, 2018, Business Owners, Tax Planning
Episode 18: Building Your Framework for Retirement
Apr 29, 2018, Business Owners, Retirement Planning
Episode 19: Lost Planning Opportunities with Drew Kanaly
May 2, 2018, Financial Planning
Episode 20: Key Attributes of a Successful Investor with Don Calcagni
May 9, 2018, Investing Insight
Episode 21: The Keys to Wealth Management
May 31, 2018, Investing Insight
Episode 22: Thoughts from the ‘Secretary of Explaining Stuff’
Jun 8, 2018, Investing Insight, Economic Freedom
Episode 23: Women and Money: The Kara Duckworth Interview
Jun 14, 2018, Financial Planning
Episode 24: What You MUST Know About Social Security and Medicare
Jun 25, 2018, Retirement Planning
Episode 25: Best Practices in Estate Planning
Jul 19, 2018, Estate Planning
Episode 27: What You Need to Know About Medicare
Aug 15, 2018, Retirement Planning
Episode 28: How to Navigate a Stock Market Correction
Aug 22, 2018, Investing Insight
Episode 26: Are You Where You Want to Be?
Aug 2, 2018, Personal Finance, Financial Planning
Episode 29: The Pros and Cons of the Highly Concentrated Position
Sep 6, 2018, Investing Insight
Episode 30: Unwinding A Highly Concentrated Position in Equities
Sep 13, 2018, Investing Insight
Episode 31: Good Things Can Happen in Bad Markets
Sep 20, 2018, Investing Insight
Episode 32: Why Cash Flow Matters
Sep 27, 2018, Personal Finance, Financial Planning
Episode 33: The Power of the Plan
Oct 11, 2018, Financial Planning
Episode 34: How to Fund College without Going Broke
Oct 19, 2018, Personal Finance, Goals, Financial Planning
Prepare For Impact
Jan 8, 2018, Market Commentary
Market Volatility and Your Next Steps
Feb 14, 2018, Market Commentary
More Volatility Ahead
Mar 2, 2018, Market Commentary
What should be my focus now?
Mar 16, 2018, Market Commentary
Tariffs, rate hikes and other market drivers
Mar 26, 2018, Market Commentary
Market Update, Best Money Practices, Action Steps
Apr 2, 2018, Market Commentary
Update: The Market Scoreboard in 2018
May 25, 2018, Market Commentary
Market Scoreboard for the First Half of 2018
Jul 5, 2018, Market Commentary
Part II, Market Score board for the first half of 2018
Jul 12, 2018, Market Commentary
Your Financial Market Update
Oct 4, 2018, Market Commentary
Episode 35: Volatility Ahead of the Election
Oct 26, 2018, Market Commentary
Episode 36: When to Sell a Stock, Mutual Fund or ETF
Nov 1, 2018, Investing Insight
Episode 37: Your Post-Election Market Update
Nov 13, 2018, Market Commentary
Episode 38: Year-end Tax Planning 2018
Nov 27, 2018, Tax Planning
Episode 39: Talking Markets with Don Calcagni
Dec 10, 2018, Market Commentary
Episode 40: How to Prepare for a Successful 2019
Dec 17, 2018, Investing Insight, Personal Finance, Financial Planning
Episode 41: 2018 Market Scorecard and Your Path to Success in 2019
Jan 4, 2019, Market Commentary, Financial Planning
Episode 42: Time to Reset Your Financial Goals for 2019
Jan 11, 2019, Financial Planning
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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.