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Difficult Conversations Long-Term Care for Loved Ones, Podcast

Difficult Conversations: Long-term Care for Loved Ones

August 4, 2020
Long-term care insurance is just for the elderly or chronically ill need, right? While those are common recipients of...
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Is Now the Right Time to Seek Advice from a Professional

Your Questions, Answered: Seeking Professional Advice

July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review

July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Prepare-for-Market-Volatility

Your Questions, Answered: Preparing for Market Volatility

July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Right Time to Transfer a Business

Your Questions, Answered: Business Transfers

July 16, 2020
On this week’s episode of Your Questions, Answered, Jake Kern and Brian Leitner discuss business transfers for business owners,...
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Is Now The Right Time to Open a 401k for My Small Business

Your Questions, Answered: 401(k) for Small Businesses

July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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Your Life Simplified - The Things Retirees Miss

The Things Retirees Miss

July 7, 2020
When thinking of approaching retirement, common themes that come to mind are spending more time traveling, golfing or with...
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Focus Forward – The Growth “Mask” Will Likely Shrink

Focus Forward – The Growth “Mask” Will Likely Shrink

July 6, 2020
The world has been focused, rightfully so, on the pandemic. The shutdown and the shape of the economic recovery...
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In Transition…But to Where? We believe to a Good Place!

In Transition…but to Where? We Believe to a Good Place!

July 6, 2020
“There is nothing permanent except change.”       –  Heraclitus, Greek philosopher First Half of the Year Review...
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Your Questions Answered: Roth IRA

Your Questions, Answered: Roth IRA

July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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Choosing a trustee family or third party

Choosing a Trustee: Family or Third Party?

July 1, 2020
Setting up a trust helps protect your assets and how they are distributed during your life and for future...
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Divorcing During the Pandemic

Divorcing During the Pandemic? Here’s What You Need to Know

July 1, 2020
The pandemic continues to affect families and relationships across the country, making working through the realities of divorce potentially...
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Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

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