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Simplifying the Estate Planning Process (39:45)

Simplifying the Estate Planning Process (39:45)

July 24, 2018
The good news is that whether you realize it or not, you already have an estate plan. Every state...
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Travel Hacks To Simplify Your Life (30:58)

Travel Hacks To Simplify Your Life (30:58)

July 3, 2018
Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not...
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Can Money Buy Happiness? (22:57)

Can Money Buy Happiness? (22:57)

June 12, 2018
In our podcast,  Can Money Buy Happiness? , host  Brian Leitner  and guest  Dr. Elizabeth Dunn , a professor...
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Simplify Your Environment: Simplify Your Life (23:01)

Simplify Your Environment: Simplify Your Life (23:01)

May 22, 2018
Host  Brian Leitner  welcomes  Kristen Christian  and  Lisa Foley , the owners of  Bee Organized , to this week’s...
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Retirement Savings: What’s Holding You Back?

Retirement Savings: What’s Holding You Back?

May 8, 2018
Enroll In Your Workplace Retirement Plan Now It may seem tough to save for retirement when you have today’s...
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Key To A Healthy Portfolio: Seek Balance

Key To A Healthy Portfolio: Seek Balance

May 8, 2018
Will It Be Feast Or Famine In Retirement? Contributing to your employer’s retirement plan is an important...
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Hope Is Not A Strategy

Hope Is Not A Strategy

May 8, 2018
Are You Saving Enough In Your Employer’s Retirement Plan? If you’re already contributing to your employer’s retirement plan, you’ve...
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Life Happens

Life Happens

May 8, 2018
Stay On Track, Even On The Curves Your employer’s retirement plan offers a convenient way to save automatically for your...
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Don’t Rob Your Retirement

Don’t Rob Your Retirement

May 8, 2018
Are You Living Within Your Means? It’s reported that 127.5 million Americans aren’t.* Living beyond your means can...
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Slow Start: Strategies To Help You Stay In The Race

Slow Start: Strategies To Help You Stay In The Race

May 8, 2018
Many Boomers Started Late Americans ages 55 to 64 who have retirement accounts have accumulated approximately $100,000...
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Ready, Set, Retire

Ready, Set, Retire

May 8, 2018
Planning Is Crucial For Your Countdown To Retirement What Will You Do After Your Final Paycheck? If...
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Establishing a Retirement Plan

Establishing a Retirement Plan

May 8, 2018
Establishing a Retirement Plan Benefits Committee The Employee Retirement Income Security Act (“ERISA”) is clear about the results...
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