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Your Questions, Answered: Roth IRA vs Traditional IRA

Your Questions, Answered: Roth IRA vs Traditional IRA

On this week’s episode of Your Questions, Answered  Rachel Kowalczyk  and  Brian Leitner  discuss Roth IRA and traditional IRA,...
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All Topics Wealth Planning Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
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2021 Tax Facts at a Glance

2021 Tax Facts At-A-Glance

November 24, 2020
This article is limited to the dissemination of general information pertaining to Mariner Wealth Advisors’ investment advisory...
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Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered  Chris Bixby  and  Brian Leitner  discuss considerations for naming an executor,...
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A Season of Gratitude & Giving

A Season of Gratitude & Giving

November 17, 2020
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about...
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Engineer-Seeking-Wealth-Advice

Your Questions, Answered: Engineer Seeking Wealth Advice

November 12, 2020
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss how wealth advisors can be...
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Keep Calm and Carry On

Keep Calm and Carry On

November 10, 2020
After a week of uncertainty, Joe Biden has become the president-elect. While we still don’t know which party will...
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Politics Create Drama, But It’s Fundamentals that Drive Markets

Politics Create Drama, But It’s Fundamentals that Drive Markets

November 10, 2020
“It ain’t over till it’s over.”  “It’s like déjà vu all over again.” “When you come to...
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How to Report Fraudulent Unemployment Claims

How to Report Fraudulent Unemployment Claims

November 5, 2020
With unemployment on the rise due to the pandemic, so are fraudulent claims for benefits. According to the Federal...
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Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
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Investing in ESG

Your Questions, Answered: Investing in ESG

November 5, 2020
On this week’s episode of Your Questions, Answered  Andy Garrison  and  Brian Leitner  discuss investing in alignment with your...
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YQA Mortgage Rates

Your Questions, Answered: Mortgage Rates

October 29, 2020
On this week’s episode of Your Questions, Answered Lonny Greenberg and  Brian Leitner  discuss the considerations for mortgage rates,...
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Athletes Unlimited A New Way to Play

Athletes Unlimited: A New Way to Play

October 27, 2020
Most of us know at least the basics of softball, volleyball and lacrosse and that the team with the...
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Tax Location

Your Questions, Answered: Tax Location

October 22, 2020
On this week’s episode of Your Questions, Answered Steve Christensen and  Brian Leitner  discuss the tax location strategy, and...
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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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#47

A Season of Gratitude & Giving

November 17, 2020
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#46

Athletes Unlimited: A New Way to Play

October 27, 2020
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#45

Honoring Hispanic Heritage

October 16, 2020
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