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Minimizing Taxes in Retirement

Minimizing Taxes in Retirement

March 19, 2021
As you navigate life events, like retirement, we’re here to help you get on track and head in the...
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Your Questions, Answered: Tax Planning Opportunities in Retirement

Your Questions, Answered: Tax Planning Opportunities in Retirement

March 18, 2021
On this week’s episode of Your Questions, Answered  Joe Hendrix  talks with  Brian Leitner  about the term “tax desert”,...
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Your Questions, Answered: Medicare

Your Questions, Answered: Medicare

March 11, 2021
On this week’s episode of Your Questions, Answered  Lisa Brinig  talks with  Brian Leitner  about Medicare and employer-provided healthcare...
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The Retirement Problem You’ve Likely Never Heard Of

The Retirement Problem You’ve Likely Never Heard Of

March 10, 2021
Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...
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Your Questions, Answered: Considerations for Vacation Homes

Your Questions, Answered: Considerations for Vacation Homes

March 4, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar talks with  Brian Leitner  about things to consider before...
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Your Questions, Answered: First Job Out of College

Your Questions, Answered: First Job Out of College

February 25, 2021
On this week’s episode of Your Questions, Answered Jack Giardino talks with Brian Leitner about debt and career advice parents...
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Traditional vs Roth 401(k)

Traditional vs Roth 401(k)

February 22, 2021
Which retirement savings plan is right for you? What is the difference between a Tradition 401(k) and a Roth...
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Your Questions, Answered: Estate Planning

Your Questions, Answered: Estate Planning

February 18, 2021
On this week’s episode of Your Questions, Answered  Chris Housen  and  Brian Leitner  discuss creating your own estate plan,...
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Your Questions, Answered: Expensive Educational Costs

Your Questions, Answered: Expensive Educational Costs

February 11, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar  and  Brian Leitner  discuss the expense of education and...
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Your Questions, Answered: Equity Exposure

Your Questions, Answered: Equity Exposure

February 4, 2021
On this week’s episode of Your Questions, Answered  Tony Roberts  and  Brian Leitner  discuss maintaining the desired equity exposure,...
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Your Questions, Answered: Small Business Savings

Your Questions, Answered: Small Business Savings

January 28, 2021
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss tools to help small businesses...
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Your Questions, Answered: Executive Compensation

Your Questions, Answered: Executive Compensation

January 21, 2021
On this week’s episode of Your Questions, Answered  Lindsey McCool  and  Brian Leitner  discuss how to develop an executive...
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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.

LATEST EPISODES

#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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