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Insights

Retirement Plan Distribution Choices

Retirement Plan Distribution Choices

September 12, 2018
Use this guide to narrow your retirement plan choices and options when retiring from P&G based on your age...
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A Health Savings Account…Is It Right For You? (22:07)

A Health Savings Account…Is It Right For You? (22:07)

September 5, 2018
For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in...
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I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

August 14, 2018
Shanna Hutcheson , a registered dietitian, talks about improving your health through what you put in your body. She...
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Pension Plan: Lump Sum or Distributions

Pension Plan: Lump Sum or Distributions

August 10, 2018
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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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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

#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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