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Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...
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Vineyard to Glass: The Wine Experience

Vineyard to Glass: The Wine Experience

March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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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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Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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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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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching

March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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Common Estate Planning Mistakes

Common Estate Planning Mistakes

March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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As Companies Relocate to Texas, What Are the Benefits for Their Employees?

As Companies Relocate to Texas, What Are the Benefits for Their Employees?

March 4, 2021
In December 2020, tech giant Oracle announced it would be moving its corporate headquarters to Austin, Texas. Prior to...
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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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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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