Insights | Mariner Wealth Advisors

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2023: An Economic Transition or “Passage” Year

February 2, 2023

“The journey in between what you once were and who you are now becoming is where the dance of...

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Many Age 65+ Still Working for a More Secure Financial Future

February 2, 2023

With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...

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SECURE 2.0 Act: Retirement Saving Changes

February 2, 2023

In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save...

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Disability Insurance Offers Partial Income Replacement

February 1, 2023

If you become ill or injured and are unable to work, would you and your loved ones have the...

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History of the Financial Markets: A Look Back at the Last 100 Years

January 26, 2023

In celebration of Your Life Simplified’s 100th episode, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth...

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5 Costly Roth IRA Mistakes to Avoid

January 19, 2023

A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...

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Answers to 401(k) Questions

January 16, 2023

Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...

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Stock Options Explained

January 12, 2023

On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by special guest, Brett...

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What You Need to Know About Kiddie Tax

January 8, 2023

Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...

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Acquiring A Large Sum Of Money

January 5, 2023

Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...

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Investors Say Good Riddance to 2022. What’s in Store for 2023?

January 5, 2023

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones...

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Should You Roll Over an IRA to an HSA?

January 5, 2023

For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. To make pre-tax...

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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

#100

SECURE 2.0 Act: Retirement Saving Changes

February 2, 2023

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#99