Wealth & Wisdom brings you thoughtful conversations at the intersection of life stages and financial clarity. From young professionals building early savings habits to business owners planning for succession, each episode invites expert insight, real-life stories, and practical tips.

Our mission is to demystify financial planning and empower listeners with strategies tailored for different life priorities investment planning, estate considerations, retirement, and beyond.

Inspired by the ethos of mercer life insurance, this podcast mirrors the firm’s personalized approach to wealth management: collaborative, insightful, and aligned with your unique aspirations.

By weaving in the spirit of Mercer wm, our episodes reflect its holistic process from tailored planning and asset management to legacy building. Whether you’re just starting out or guiding generational wealth transitions, Wealth & Wisdom equips you with the knowledge you need to feel confident and prepared.