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Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

Read time: 10 minutes As management theorist and author Peter Drucker said, “The greatest danger in times of...
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Insights

Economic Outlook: A Wild Coaster Ride

May 2, 2025
Read time: 9 minutes When I was a child, my parents took us children to Disneyland one summer....
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The Resiliency of a Good Financial Plan in Retirement

May 2, 2025
Read time: 5 minutes The big headlines of 2025 have been less than reassuring so far. A nascent...
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Here’s How Your Spending Could Change in Retirement

May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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Estate Planning for Blended Families

Estate Planning for Blended Families

May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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7 Common Estate Planning Mistakes to Avoid

April 29, 2025
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Estate and Gift Tax Quick Facts

April 28, 2025
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent

April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Respect Rising Risk and Volatility, but Hold Your Ground

April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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Recession Not on Immediate Horizon

April 7, 2025
Read time: 7 minutes Dr. Bob Dieli, who now owns and manages his own economic advisory firm, and...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals

April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Raising Financially Savvy Children

Raising Financially Savvy Children

April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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Creating a Family Mission Statement

April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Podcasts

Your Life Simplified

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

LATEST EPISODES

#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
#156

Raising Financially Savvy Children

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April 3, 2025
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