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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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Students Get a Break on Loan Repayment

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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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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When to Consider a Roth IRA Conversion

When to Consider a Roth IRA Conversion

February 2, 2021
Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...
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Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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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 Family’s Most Difficult Conversation

Your Family’s Most Difficult Conversation

January 27, 2021
Despite the fact that entering into a caregiving relationship is life-altering for both the caregiver and the care recipient,...
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Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

January 22, 2021
With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview...
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Relief For Students

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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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

#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
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