Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

New Tax Plan…So Many New Decisions To Be Made (29:46)

New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
Tune In >
Hitting the Jackpot! Managing Financial Windfalls (23:47)

Hitting the Jackpot! Managing Financial Windfalls (23:47)

February 19, 2019
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...
Tune In >
Resolution Revolutions: Planning Your Goals for the Year (40:37)

Resolution Revolutions: Planning Your Goals for the Year (40:37)

January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
Tune In >
Are You Prepared for an Emergency? (27:00)

Are You Prepared for an Emergency? (27:00)

January 8, 2019
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual...
Tune In >
Mariner Mail: Checking Our Inbox (20:34)

Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
Tune In >
Buying A Car? Hit The Brakes And Listen To This Podcast First (29:19)

Buying A Car? Hit The Brakes And Listen To This Podcast First (29:19)

November 27, 2018
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over...
Tune In >
Why Having A Plan For Those With Special Needs Is Important (30:41)

Why Having A Plan For Those With Special Needs Is Important (30:41)

November 6, 2018
One in eight people are related to someone with special needs, according to  Pew Research Center . There is...
Tune In >
Cybersecurity: Is Your Personal Financial Information Protected? (30:27)

Cybersecurity: Is Your Personal Financial Information Protected? (30:27)

October 16, 2018
We are all impacted by cybersecurity. Many firms spend a great deal of money to protect your data, but...
Tune In >
Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

September 25, 2018
In this episode, we explore the topic of life insurance – why you need it, the role it can...
Tune In >
A Health Savings Account…Is It Right For You? (22:07)

A Health Savings Account…Is It Right For You? (22:07)

September 5, 2018
For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in...
Tune In >
I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

August 14, 2018
Shanna Hutcheson , a registered dietitian, talks about improving your health through what you put in your body. She...
Tune In >
Simplifying the Estate Planning Process (39:45)

Simplifying the Estate Planning Process (39:45)

July 24, 2018
The good news is that whether you realize it or not, you already have an estate plan. Every state...
Tune In >

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.

LATEST EPISODES

#149

Mitigating Concentration Risk

 Listen Now >
December 12, 2024
#148

Fixed Income Explained

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us