Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

How to Report Fraudulent Unemployment Claims

How to Report Fraudulent Unemployment Claims

November 5, 2020
With unemployment on the rise due to the pandemic, so are fraudulent claims for benefits. According to the Federal...
Read >
Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
Read >
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,...
Watch >
Athletes Unlimited: A New Way to Play

Athletes Unlimited: A New Way to Play

October 27, 2020
Most of us know at least the basics of softball, volleyball and lacrosse and that the team with the...
Tune In >
Your Questions, Answered: Tax Location

Your Questions, Answered: Tax Location

October 22, 2020
On this week’s episode of Your Questions, Answered Steve Christensen and  Brian Leitner  discuss the tax location strategy, and...
Watch >
Tips For Teaching Your Grandkids To Be Financially Aware

Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
Read >
Mariner’s Divorce Checklist

Mariner’s Divorce Checklist

October 20, 2020
When navigating one of life’s hardest transitions, the amount of tasks to accomplish and emotional decisions to make can...
Read >
Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
Tune In >
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...
Watch >
Your Questions, Answered: Investment Property Income

Your Questions, Answered: Investment Property Income

October 8, 2020
On this week’s episode of Your Questions, Answered Mike McAndrews and  Brian Leitner  discuss replacing investment property income, and...
Watch >
ABCs of Medicare…an Introduction to the Different Parts

ABCs of Medicare…an Introduction to the Different Parts

October 6, 2020
As we age – or face an event that results in disabilities – we all will have to make...
Tune In >
Solving the Medicare Puzzle: What Pieces Am I Missing?

Solving the Medicare Puzzle: What Pieces Am I Missing?

October 5, 2020
Of all the elements that contribute to a successful retirement, finding proper health care coverage and the best way...
Read >

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 

 Listen Now >
January 9, 2025
#149

Mitigating Concentration Risk

 Listen Now >
December 12, 2024
#148

Fixed Income Explained

 Listen Now >
November 14, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us