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Insights

Our 2021 Crystal Ball Economic Outlook​

Our 2021 Crystal Ball Economic Outlook​

January 14, 2021
Who would have thought the U.S. large-cap stock market would exhibit so much strength in 2020 — a year...
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Your Questions, Answered: Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Your Questions, Answered: Wife as the Primary Breadwinner

Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
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Having A Proper Plan Before A Health Scare

Having A Proper Plan Before A Health Scare

January 5, 2021
Have you ever been involved in a health scare? It could’ve been a friend, or a loved one, or...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Your Questions, Answered: Backdoor Roth IRA Conversion

Your Questions, Answered: Backdoor Roth IRA Conversion

December 17, 2020
On this week’s episode of Your Questions, Answered  Meredith Rice  and  Brian Leitner  discuss Roth IRA planning, and answer...
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Your Questions, Answered: Year-end 2020 Tax Planning

Your Questions, Answered: Year-end 2020 Tax Planning

December 10, 2020
On this week’s episode of Your Questions, Answered  Cramer Soebbing  and  Brian Leitner  discuss considerations for tax planning, and...
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Your Questions, Answered: Selling Stock Before Retirement

Your Questions, Answered: Selling Stock Before Retirement

December 3, 2020
On this week’s episode of Your Questions, Answered  Jon Bresnen  and  Brian Leitner  discuss considerations for selling stock, and...
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Your Questions, Answered: Roth IRA vs Traditional IRA

Your Questions, Answered: Roth IRA vs Traditional IRA

November 24, 2020
On this week’s episode of Your Questions, Answered  Rachel Kowalczyk  and  Brian Leitner  discuss Roth IRA and traditional IRA,...
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Three Bucket Strategy

Three Bucket Strategy

November 21, 2020
Mariner can help you create a three bucket strategy which is designed to generate a paycheck from your investment...
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Your Questions, Answered: Naming a Trustee or an Executor

Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered Chris Bixby and  Brian Leitner  discuss considerations for naming an executor, and answer...
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Your Questions, Answered: Engineer Seeking Wealth Advice

Your Questions, Answered: Engineer Seeking Wealth Advice

November 12, 2020
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss how wealth advisors can be...
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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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