A podcast for the modern day wealthy investor. The Mercer Wealth Management team covers a wide variety of topics on the markets, economy, and personal finance. Frankly, you won’t want to miss it. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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In this episode Kayla Deyer, Vice President and Wealth Advisor, discusses different options for education and savings accounts for minors. If you're interested in saving for your minor children or grandchildren, we encourage you to reach out to a tea... more
In this episode, Lexie Head, Founder and Managing Partner, discusses the concept of a safe withdrawal rate in retirement and factors that need to be considered. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Represent... more
EP3 Credit Report: In this episode, Rachel Bratcher, Client Relationship Manager, breaks down credit scores and why you should be checking your credit report regularly. By understanding what impacts your credit score and staying on top of monitoring ... more
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this podcast launched 2 months ago and published 5 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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