Episode Notes _“_Mind Your Wealth” is a financial planning podcast by Mercer WM designed to empower individuals, families, and business owners with the knowledge to make informed financial decisions. Each episode delivers real-world insights into investing, retirement planning, insurance, tax efficiency, and business succession — all through the lens of fiduciary responsibility and personal financial growth. Whether you're just getting started with financial planning or you're looking to enhance your investment strategy, Mind Your Wealth breaks down complex topics into relatable stories, expert interviews, and actionable advice. Our goal is to help you protect what you've built — and plan for what’s next — with the same strategic care we provide every day at Mercer WM.
This podcast is powered by Pinecast.
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