Podcasts Archives | Mercer Advisors

Podcasts Archives | Mercer Advisors

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Podcasts Archives | Mercer Advisors episodes

  • Thoughts from the ‘Secretary of Explaining Stuff’
    In this episode of the Science of Economic Freedom podcast, I speak with the “Secretary of Explaining Stuff,” Apollo Lupescu, Vice President of Dimensional Fund Advisors.

    Apollo is one of the most-interesting guys in the industry, and that’s why I wanted to get his take on why investing, and why investing properly, is so crucial to the achievement of economic freedom.

    In this interview, you’ll learn:

    What a “Secretary of Explaining Stuff” actually does.
    The role of simplicity in the understanding of complex financial concepts.
    The real reason you need to own stocks, and what that actually means.
    The role of debt and/or fixed-income investing.
    The importance of concentration risk, and of having proper asset allocation.
    How to look at global equity markets.
    About how Dimensional Fund Advisors applies investment innovation.
    The single, most-important lesson all investors need to learn.
    38 min
  • The Keys to Wealth Management
    In this episode of the Science of Economic Freedom podcast, “The Keys to Wealth Management,” I discuss the seven critical components of wealth management that need to be measured, and that can therefore be improved, if you are serious about creating the financial life you desire.

    Topics in this episode include:

    The importance of defining and setting goals.
    Asset accumulation and income streams.
    Liabilities and using debt as a wealth management tool.
    How to properly manage income and expenses.
    How to think about, and manage, the inevitability of taxes.
    Keeping investment strategy in perspective, and why it’s not as important as you might think.
    How to employ proper risk management, and how to think about legacy planning.

    Remember, achieving economic freedom isn’t easy. If it were, everyone could do it. To really get to where you want to be, or stay where you want to be, you need to fully understand and integrate the key concepts involved in proper wealth management, and that’s what this episode is all about.
    15 min

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