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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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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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Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy

February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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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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When is the Right Time to Work With an Advisor?

When is the Right Time to Work With an Advisor?

February 17, 2021
Very few people graduate school and immediately search for a wealth advisor. Instead, we understandably focus on our careers...
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Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

February 15, 2021
Use this guide to help you understand stock collars, which is one way to protect against the risk of...
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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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DOL Offers New Guidance on Finding Former Plan Participants

DOL Offers New Guidance on Finding Former Plan Participants

February 9, 2021
Following up on our previous October article, “ Finding Former Plan Participants Who Leave 401(k) Funds Behind ” the...
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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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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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