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

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 >
Bond Ladders

Bond Ladders

February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
Read >
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 >
Opportunity Zones

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
Read >
Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
Read >
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 >
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 >
Can Money Buy Happiness? (22:57)

Can Money Buy Happiness? (22:57)

June 12, 2018
In our podcast,  Can Money Buy Happiness? , host  Brian Leitner  and guest  Dr. Elizabeth Dunn , a professor...
Tune In >
Protecting Assets Using a Domestic Asset Protection Trust

Protecting Assets Using a Domestic Asset Protection Trust

July 11, 2017
As uncomfortable as it may be to think about, asset protection planning for divorce is an important consideration for...
Read >
How To Disinherit Your Children Without Even Trying

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...
Read >
Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

February 5, 2016
According to one well-regarded study 1 , nearly 50 percent more people participated in their employer’s 401(k) plan when...
Read >

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

#148

Fixed Income Explained

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 2024
#146

2025 Estate Tax Exemption

 Listen Now >
October 17, 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