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Insights

Navigating the Challenges of Taxes and Divorce

Navigating the Challenges of Taxes and Divorce

September 20, 2019
Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions

September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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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...
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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...
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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...
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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...
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The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

May 2, 2018
At the end of 2017, President Trump approved the 2017 Tax Cuts & Jobs Act (TCJA). The new law...
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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

#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
#154

Lead with Confidence: Leadership & Mentorship Advice

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March 6, 2025
#153

Estate Planning on Your Level

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February 20, 2025
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