Podcasts Archives | Mercer Advisors

Podcasts Archives | Mercer Advisors

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Podcasts Archives | Mercer Advisors episodes

  • Best Practices in Estate Planning
    In this episode of the Science of Economic Freedom podcast, “Best Practices in Estate Planning,” I speak with Jeremiah H. Barlow, JD, Head of Family Wealth Services at Mercer Advisors. Jeremiah is an expert in estate planning, and he has a unique way of explaining the sometimes-difficult concepts associated with this subject in an easily understandable, anecdotal, and entertaining way.

     

    In this podcast, you’ll find out:

     

    The latest thinking when it comes to estate planning for Mercer Advisors’ clients.

     

    Strategies deployed today that could have a meaningful impact on legacy planning.

     

    What has changed on the estate-planning front because of the new tax laws.

     

    The importance of medical directives.

     

    The best and worst states for estate tax issues.

     

    The 2012 Supreme Court ruling that changed the law regarding inherited IRAs.

     

    The benefits of a retirement trust.

     

    Avoiding the mishandling of beneficiary designations.

     

    Making sure you adjust your estate plan for legal and life changes.

     

    Plus, much more.

     

    Estate planning is one of those areas of personal finance that tends to go without attention for years and years, but it shouldn’t. If you want to expand your knowledge of estate planning, a good start is my discussion here with Jeremiah.

    31 min
  • What You MUST Know About Social Security and Medicare
    In this episode of the Science of Economic Freedom podcast, “What You MUST Know About Social Security,” I speak with one of the best minds in the business when it comes to all things Social Security and Medicare: David Haman, client advisor at Mercer Advisors, and adjunct faculty member at the Widener University’s Graduate School of Business.

     

    In this broad discussion of Social Security, David tells us all about the program, including:

     

    Retirement benefits, spousal benefits, dependent children and disability benefits

     

    Qualification for Social Security, and the “credits” model for benefits

     

    When you should elect to begin receiving Social Security benefits

     

    The importance of knowing your “full retirement age”

     

    The financial challenges/looming crisis of the Social Security program

     

    The importance of finding out your benefits, and how to do so at SSA.gov

     

    The taxation of Social Security benefits

     

    Medicare benefits and the medical benefits included in this program

     

    Social Security action steps

    36 min
  • Women and Money: The Kara Duckworth Interview
    If you’re a woman, but especially if you’re a man, the latest episode of the Science of Economic Freedom podcast, “Women and Money: The Kara Duckworth Interview,” is a must.

    Why especially if you’re a man? Well, because if you’re a man, you likely have women in your life that you love. Whether it’s a wife, girlfriend, mother, sisters, daughters, granddaughters, etc., you have women in your life you cherish, care about, and likely feel responsible for.

    Yet to help the women in your life address money issues, you must be aware that, generally speaking, women view money and finances differently than men do. This is not just my thesis, it’s the thesis of one of the smartest women in the wealth management business, Kara Duckworth of Mercer Advisors.

    Kara has an impressive background that includes professional designations such as Certified Financial Planner® and Certified Divorce Financial Analyst®. Yet perhaps more impressive is Kara’s ability to clearly explain some of the most important issues specific to women and money.

    Topics covered in this podcast include:

    Why women are no longer a “niche” market when it comes to money and investing.
    The four “personas” of women when it comes to money and investing, and how Kara has experienced each first hand.
    The critical need for women to be prepared for unexpected, life-changing events.
    Why women tend to focus on life goals vs. percentage returns.
    The importance of knowing the “why” of investing, and understanding the nuts and bolts of balance sheets, cash flow, investment strategies and estate planning.
    The importance of cyber security, passwords and communication between spouses.
    Why it’s critical that women (and men) understand their personal risk profiles, and why risk changes with new life circumstances.
    How men can approach the “hard conversations” about money that so many people tend to avoid.
    37 min

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