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

Homebuying from a Wealth Advisor’s Perspective

Homebuying from a Wealth Advisor’s Perspective

April 4, 2019
Each Spring as the days get longer and flowers begin to bloom, so too do the hours spent by...
Read >
Home is Where the Heart is…Especially in Taxes (17:59)

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
Tune In >
Life Is Uncertain – Consider Disability Insurance

Life Is Uncertain – Consider Disability Insurance

March 13, 2019
You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...
Read >
New Tax Plan…So Many New Decisions To Be Made (29:46)

New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
Tune In >
P&G Options Move to E*Trade

P&G Options Move to E*Trade

February 22, 2019
Earlier this year Procter & Gamble started moving its stock option platform away from the legacy platform that has...
Read >
Hitting the Jackpot! Managing Financial Windfalls (23:47)

Hitting the Jackpot! Managing Financial Windfalls (23:47)

February 19, 2019
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...
Tune In >
Bond Ladders

Bond Ladders

February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
Read >
Resolution Revolutions: Planning Your Goals for the Year (40:37)

Resolution Revolutions: Planning Your Goals for the Year (40:37)

January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
Tune In >
Enrolling In Medicare: A Few Quick Tips

Enrolling In Medicare: A Few Quick Tips

January 19, 2019
During the Medicare open enrollment period, all Medicare beneficiaries have the option to reconsider their Medicare coverage for the...
Read >
Are You Prepared for an Emergency? (27:00)

Are You Prepared for an Emergency? (27:00)

January 8, 2019
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual...
Tune In >
Opportunity Zones

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
Read >
Mariner Mail: Checking Our Inbox (20:34)

Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
Tune In >

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