https://rss.com/podcasts/wealth-in-motion-the-mercer-wm-podcast Wealth in Motion: The Mercer WM Podcast is a client-focused series designed to help listeners make clearer, calmer, and more confident financial decisions at every stage of life. Inspired by Mercer WM’s planning-first approach, the show explores practical topics such as retirement income, tax-aware investing, family wealth conversations, business-owner planning, insurance strategy, and long-term financial organization. Whether the audience is building wealth early, protecting it for a growing family, or planning for retirement, each episode turns complex financial ideas into useful, everyday guidance. To learn more about the firm’s broader approach and services, visit here as you follow along with the ideas shared in each episode. The goal of the series is simple: educate, empower, and help listeners connect smarter decisions with stronger long-term outcomes.

]]> RSS.com 2026.701.120359 Mon, 20 Jul 2026 09:43:52 GMT en 3e52db66-9937-5dd3-b7c1-5a298edd2c8a https://media.rss.com/wealth-in-motion-the-mercer-wm-podcast/podcast_cover_20260720_090755_475af91cdd738698751fcc366e97d301.png https://rss.com/podcasts/wealth-in-motion-the-mercer-wm-podcast no no inlandpenelope inlandpenelope false episodic podcast This opening episode introduces the core idea behind Mercer WM’s planning philosophy: financial success is not built in one step, but through a repeatable process that adapts as life changes. The conversation follows the journey from goal-setting to strategy, from investment thinking to protection planning, and from short-term decisions to long-term confidence. Listeners will hear how a personalized approach can support different life stages, including young professionals starting out, families balancing priorities, and retirees seeking sustainable income. For a closer look at how Mercer WM organizes these planning conversations, visit here and see how a well-structured financial plan can support both present needs and future goals.

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