Your LIfe, simplified 

Let’s face it, life is hectic. And while we all have dreams of simplifying our lives, it’s not easy. Our podcast is here to help. It focuses on topics that can help make your life easier…from finances and wealth planning, to your health, travel and organizing your life. It’s not just about holistic wealth advice…it’s a podcast about putting life in perspective and having a game plan. If you have topics you would like us to discuss, or questions you would like answered, please email


Why Having A Plan For Those With Special Needs Is Important

Why Having A Plan For Those With Special Needs Is Important (30:41)

One in eight people are related to someone with special needs, according to Pew Research Center. There is a broad definition of special needs and it does not discriminate. If you have a family member with special needs, it’s important to adapt your financial plan. Depending on the severity, parents may need to not only plan for their lifetime, but also that of their child or children. This podcast episode focuses on when and where you should start with special needs planning. 


Cybersecurity: Is Your Personal Financial Information Protected?

Cybersecurity: Is Your Personal Financial Information Protected? (30:27)

We are all impacted by cybersecurity. Many firms spend a great deal of money to protect your data, but are you following steps to protect it too? With the recent data breaches of Facebook, Uber and Equifax, among others, it’s more important than ever to understand cybersecurity and protecting your personally identifiable information. From passwords, to your computer, to wi-fi and much more…this episode covers what you should think about the next time you get online.




Your Life, Simplified Episode 9. Life Insurance

Life Insurance...Do You Know The Many Roles It Can Serve? (25:51)

In this episode we explore the topic of life insurance – why you need it, the role it can serve in your financial plan, the differences in types, and more. Most importantly, we simplify the context of life insurance so you can make an informed decision. According to the Life Insurance Market Research Association (LIMRA) and, three in five adults have life insurance, 61 percent know they don’t have enough, but think they can’t afford more. Find out why life insurance is something you seriously need to consider as you evaluate how to navigate your financial future.



Your Life, Simplified: A Health Savings Account…Is It Right For You?

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

For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in lower premiums. How do you know if it’s a good fit for you? First, analyze your medical spending habits. Are you a relatively healthy person? Or, are you on many medications or make frequent trips to the doctor? What are your views on investing? An HSA is an investment account too. You can invest the funds in the account so they have the opportunity to grow. This podcast simplifies the decision on if an HSA is right for you.



Your Life, Simplified Episode 7. Tips on Simplifying Healthy Eating.

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

Shanna Hutcheson, a registered dietitian, talks about improving your health through what you put in your body. She breaks down the pros/cons of the “fad” diets and detox methods out there today, such as Atkins, Keto, cleanses and Paleo, and why she doesn’t endorse them. She also explains that “carb” is not a four-letter word, the right carbs to eat daily and why it’s important to eat them every day. The timing behind when you should eat carbs and how to fuel your body before and after a workout is also discussed. Shanna gives tips on how to fill your plate in a healthy manner and portion control. Have a gluten allergy or avoid eating gluten? She provides tips on foods to focus on in your daily diet and how some of the GF products are not necessarily the healthiest of options. This podcast covers the gamut of health and nutrition topics and tips to simplify your healthy eating. If you have questions or topics you would like us to cover, please email

Shanna's Favorite Healthy Recipes

Your Life, Simplified: Simplifying the Estate Planning Process

Simplifying the Estate Planning Process (39:45)

The good news is that whether you realize it or not, you already have an estate plan. Every state in the union provides a process that will pass on your assets upon your death, unless you’ve planned otherwise. The bad news is that it may not be the one you want. In our podcast, Simplifying the Estate Planning Process, Brian Leitner and George Fernandez from Mariner Wealth Advisors break down how to make sure your assets are passed on the right people at the right time and the right way. They take the legal speak out of the discussion and make it simple. This podcast provides information to help ensure your wishes regarding your assets are considered…and simplifies the entire process. If you have questions or topics you would like us to cover, please email



Travel Hacks to Simplify Your Life

Travel Hacks To Simplify Your Life (30:58)

Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not make it easier? In our podcast, Travel Hacks To Simplify Your Life, guest Shiraz Dalal, a commercial pilot and a travel consultant, shares with host Brian Leitner travel tips and hacks that everyone should be aware of when planning their next vacation. These tips can save you time, money and frustration when you’re trying to book travel, hotels and excursions. Sometimes getting started with the planning is the hardest part. Shiraz also discusses seasons you should travel, when to use a travel agent and when to “do it yourself.” 


Can Money Buy Happiness?

Can Money Buy Happiness? (22:57)

In our podcast, Can Money Buy Happiness?, host Brian Leitner and guest Dr. Elizabeth Dunn, a professor of psychology at the University of British Columbia, explore the research behind how you spend money and the impact that may have on your happiness. Dr. Dunn will give tips to “happier spending” as well as how to get the biggest happiness bang for each dollar you spend. If you have questions or topics you would like us to cover, please email


Simplifying Your Environment

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

Host Brian Leitner welcomes Kristen Christian and Lisa Foley, the owners of Bee Organized, to this week's podcast. Lisa and Kristen share tips on how being organized can not only help you simplify your life, but also bring peace-of-mind and a calmness to your family or yourself. They offer tips on:

  • How to determine if you need more organization in your life
  • How to take the first step
  • How to be successful in your goal to simplify or de-clutter
  • Things to think about if you're planning on leaving valuables to loved-ones
  • Points to ponder if you have a knack for holding on to lots of "things" if you are worried you will lose the memories

Everyone has a relationship with "stuff". Consider if it's a healthy relationship, or one that brings you down. Is it bringing you negative energy or positive? Often, people hold on to "stuff" because it represents a time in their life. This podcast addresses the psychological aspect of holding on to "things" and what it can do to your life when you "let go".




Your Life, Simplified Episode #2

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

At the end of 2017, President Trump approved the 2017 Tax Cuts & Jobs Act (TCJA). The new law includes some of the largest tax changes since 1986 in an effort to simplify the tax code. What does this mean for you and your 2018 filings? This podcast covers the biggest changes and their impact to tax payers, how you should take advantage of the changes, and what you need to be thinking about now when it comes to deductions. Topics covered include:



Your Life Simplified, Intro

Your Life, Simplified Introduction (2:23)

We developed the Your Life, Simplified podcast to share ideas and insights to help people live the best life they possibly can. As part of the podcast, we will interview people within the Mariner Wealth Advisors organization and others outside of the organization. We will discuss topics that will help you make more informed financial decisions and also topics that will help you improve your life in other ways.

The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy.