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Insights

All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

December 10, 2019
As we approach the end of the year, many of us are winding down for the holidays, traveling to...
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Timing is Everything… When Making Withdrawals (22:18)

Timing is Everything… When Making Withdrawals (22:18)

November 19, 2019
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals...
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No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...
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Seven Reasons Your Estate Plan May Be Weak (34:17)

Seven Reasons Your Estate Plan May Be Weak (34:17)

October 29, 2019
Estate planning is a topic often put off as a conversation that can be had in the future. However,...
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Mariner Mail: Your Financial Questions…Answered (33:57)

Mariner Mail: Your Financial Questions…Answered (33:57)

October 8, 2019
We’ve compiled your top financial questions and are dedicating this episode of Your Life, Simplified to provide answers. Discussing...
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Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn’t (26:45)

Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn’t (26:45)

September 10, 2019
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t...
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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

Women & Finances: Should Their Approach Be Different Than Men? (32:00)

August 27, 2019
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...
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Splitting Equitably: The Financial Considerations of Divorce (24:15)

Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...
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An Alarming Trend: The Opioid Epidemic (30:40)

An Alarming Trend: The Opioid Epidemic (30:40)

July 16, 2019
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been...
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Simplifying Senior Living: What’s the Right Choice for You? (34:54)

Simplifying Senior Living: What’s the Right Choice for You? (34:54)

June 25, 2019
As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for...
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College Planning: Going Beyond the Dollar Signs (31:52)

College Planning: Going Beyond the Dollar Signs (31:52)

May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...
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Tips on Home Buying and Selling (29:21)

Tips on Home Buying and Selling (29:21)

April 23, 2019
Many of us have heard the adage about location being everything when it comes to real estate, but what...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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