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Insights

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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Maximize Retirement Savings With Catch-Up Contributions

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Studies Reveal Employees’ Financial Mindset During Pandemic

Studies Reveal Employees’ Financial Mindset During Pandemic

January 12, 2021
Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...
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The Importance of a Life Insurance Review

The Importance of a Life Insurance Review

January 12, 2021
Getting married or divorced, having a child or taking on debt are all examples of times in our lives...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Plan for Potentially Unexpected Retirement Costs

Plan for Potentially Unexpected Retirement Costs

January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?

January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less 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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Are There Tax Consequences to Providing Loans to Family Members?

Are There Tax Consequences to Providing Loans to Family Members?

January 6, 2021
George’s son, Kevin, lost his job last year and is now having trouble paying his mortgage. George is happy...
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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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Proactively Protect Your Family: Consider Life and Disability Insurance

Proactively Protect Your Family: Consider Life and Disability Insurance

January 4, 2021
When you have a family, you work hard to provide what they need to live comfortably. And while your...
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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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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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