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Leaving a Job? What Does That Mean for Your 401(k)

Leaving a Job? What Does That Mean for Your 401(k)

June 3, 2020
When you leave a job, whether by your own choice or because of a layoff or  furlough, you’ll want...
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Should Everyone With Children in College Fill Out The FAFSA?

Should Everyone With Children in College Fill Out The FAFSA?

June 3, 2020
Even though you can afford to cover the cost of college tuition, it may make sense for your family to...
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Wealth Planning for Pro Athletes

Wealth Planning for Pro Athletes

May 29, 2020
Tips to Help Avoid Financial Ruin Without the advice of a financial advisor who is required to look out...
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Moody Money: A Look Into Financial Anxiety (25:24)

Moody Money: A Look Into Financial Anxiety (25:24)

May 19, 2020
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms...
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Staying the Course

Staying the Course

May 5, 2020
Anytime there’s volatility in the stock market with prices rapidly moving up and down, it’s understandable for you to...
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How Are Your Finances Affected by the CARES Act?

How Are Your Finances Affected by the CARES Act?

May 1, 2020
Q: The CARES Act contains so much information. Can you explain the pieces of the legislation that are of...
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Tax Rewind: A Synopsis of the Recent Changes (36:52)

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...
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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction

April 23, 2020
P&G reported earnings Friday morning and the stock finished the day up 2.63% on the back of solid 6%...
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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

April 14, 2020
Katrina Scott , chief investment officer, and Jeff Krumpelman , chief investment strategist, share their views on why most...
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Is It Time to Reframe Retirement Savings and Work Solutions?

Is It Time to Reframe Retirement Savings and Work Solutions?

April 9, 2020
Both employers and employees alike think it may be time to reframe the way we think about saving for...
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New Stimulus Package Changes Certain Plan Rules

New Stimulus Package Changes Certain Plan Rules

April 3, 2020
The president signed the “Coronavirus Aid, Relief and Economic Security Act,” referred to as the CARES Act, into law...
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CARES Act: What Does It Mean For You?

CARES Act: What Does It Mean For You?

April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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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

#142

Never Pay Full Price for College

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August 8, 2024
#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
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