All
ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
Tune In
Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?

March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
Tune In
Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

March 6, 2023
“Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative...
Read
Pressures Weighing on Taming Inflation

Pressures Weighing on Taming Inflation

March 3, 2023
Inflation pressures are abating. All are aware of this, at least from a macro perspective. In June 2022, the...
Read
5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
Read
10 Tips for Teaching Your Children About Wealth Management

10 Tips for Teaching Your Children About Wealth Management

March 1, 2023
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
Read
Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?

March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
Read
Long-Term Care Insurance: Rider or Stand-Alone Policy?

Long-Term Care Insurance: Rider or Stand-Alone Policy?

March 1, 2023
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
Read
Planning for Long-Term Care with Your Parents

Planning for Long-Term Care with Your Parents

February 28, 2023
50% of adults will need long-term care at some point in their life, and this can have major impacts...
Tune In
How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner

February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
Tune In
What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup

February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
Tune In
Inherited IRA Strategies

Inherited IRA Strategies

February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
Tune In

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

LATEST EPISODES

Meet Our New 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