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

Your Questions, Answered: Estate Planning Considerations

Your Questions, Answered: Estate Planning Considerations

October 1, 2020
On this week’s episode of Your Questions, Answered Joe Hendrix discusses things to consider with estate planning, and answer...
Watch >
Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
Read >
Your Questions, Answered: Tax-Friendly States

Your Questions, Answered: Tax-Friendly States

September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas discusses tax advantaged states, and answer the following question:...
Watch >
Jeff Krumpelman Guest Appearance on the Money Life Podcast

Jeff Krumpelman Guest Appearance on the Money Life Podcast

September 23, 2020
Our own Jeff Krumpelman joined Chuck Jaffe on the daily financial talk show, Money Life with Chuck Jaffe ,...
Watch >
Your Questions, Answered: Restricted Stock Units

Your Questions, Answered: Restricted Stock Units

September 17, 2020
On this week’s episode of Your Questions, Answered Graham Butler and  Brian Leitner  discuss equity compensation, and answer the...
Watch >
It’s a Transition, Not a Transaction: Selling Your Business Without Regret

It’s a Transition, Not a Transaction: Selling Your Business Without Regret

September 15, 2020
After spending years building up a business, many people may hesitate when it comes time to sell off an...
Tune In >
Your Questions, Answered: Finances with Your Spouse

Your Questions, Answered: Finances with Your Spouse

September 3, 2020
On this week’s episode of Your Questions, Answered Suzanne Wheeler and  Brian Leitner  discuss finances within your household, and...
Watch >
Taking Care of a Family Member With a Disability

Taking Care of a Family Member With a Disability

September 1, 2020
It can be overwhelming to figure out how to create a wealth plan that helps you achieve all of...
Read >
Your Questions, Answered: Market Timing

Your Questions, Answered: Market Timing

August 27, 2020
On this week’s episode of Your Questions, Answered Nolan Kamerer and  Brian Leitner  discuss market strategies, and answer the...
Watch >
Fore the Love of the Game

Fore the Love of the Game

August 25, 2020
From family fun to competitive atmospheres, golf is a game that can be enjoyed by a wide variety of...
Tune In >
Your Questions, Answered: Filing for Divorce

Your Questions, Answered: Filing for Divorce

August 20, 2020
On this week’s episode of Your Questions, Answered Megan Brozowski and  Brian Leitner  discuss filing for a divorce, and...
Watch >
With Tax Season Over Here Are a Few Things to Consider

With Tax Season Over Here Are a Few Things to Consider

August 19, 2020
For many families, “doing your taxes” is synonymous with a stressful scramble to assemble documents, coordinate with your accountant...
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