Knowledge, Guidance, and Inspiration for Your Journey.

Achieving your financial dreams and finding peace of mind. That’s economic freedom! In order to achieve it, it’s important to understand what it looks like, what it feels like, and what you must do to get there. Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 30+ years of helping clients reach their financial goals.

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  • Business Owners

  • Estate Planning

  • Investing Insight

  • Market Commentary

  • Personal Finance

  • Retirement Planning

  • Tax Planning

  • Goals

  • Economic Freedom

  • Financial Planning

  • 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

Episode 43: Do Women Make Better Investors?

Feb 26, 2019, Investing Insight

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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.

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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

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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.

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You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.

The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.