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Insights

Your Questions, Answered: Mortgage Rates

Your Questions, Answered: Mortgage Rates

October 29, 2020
On this week’s episode of Your Questions, Answered Lonny Greenberg and  Brian Leitner  discuss the considerations for mortgage rates,...
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Your Questions, Answered: Community Impact

Your Questions, Answered: Community Impact

October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Questions, Answered: Tax-Friendly States

Your Questions, Answered: Tax-Friendly States

September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas discusses tax advantaged states, and answer the following question:...
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Your Questions, Answered: Fixed Income Portfolios

Your Questions, Answered: Fixed Income Portfolios

August 6, 2020
On this week’s episode of Your Questions, Answered Tony Roberts and Brian Leitner discuss fixed income portfolios, and answer...
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Your Questions, Answered: Seeking Professional Advice

Your Questions, Answered: Seeking Professional Advice

July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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Your Questions, Answered: Preparing for Market Volatility

Your Questions, Answered: Preparing for Market Volatility

July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Your Questions, Answered: 401(k) for Small Businesses

Your Questions, Answered: 401(k) for Small Businesses

July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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Your Questions, Answered: Roth IRA

Your Questions, Answered: Roth IRA

July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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Your Questions, Answered: Required Minimum Distributions

Your Questions, Answered: Required Minimum Distributions

June 25, 2020
On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...
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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

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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