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Democrat Sweep? What We Might Expect from the Economy

Democrat Sweep? What We Might Expect from the Economy

Last month, I suggested we would cover the upcoming election and what we may expect to see given either...
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All Topics Wealth Planning Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
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Not the Time for Heroics…Time to Keep Your Head Down

Not the Time for Heroics…Time to Keep Your Head Down

August 10, 2020
“If you can keep your head when all about you are losing theirs…” – Rudyard Kipling Why...
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Your Questions, Answered: Fixed Income Portfolio

Your Questions, Answered: Fixed Income Portfolios

August 6, 2020
On this week’s episode of Your Questions, Answered Tony Roberts and Brian Leitner discuss fixed income portfolios, and answer...
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In the Wake of a Pandemic, What Do I Need to Consider as My Child Leaves for College

In the Wake of a Pandemic, What Do I Need to Consider as My Child Leaves for College?

August 4, 2020
With the coronavirus still being prevalent throughout the United States, I’m nervous about sending my child to college far...
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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, right? While those are common recipients of care,...
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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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Beyond the Finances Are You Psychologically Ready to Retire

Beyond the Finances: Are You Psychologically Ready to Retire?

July 20, 2020
Many of us dream about the freedom we’ll have when we retire—freedom to explore hobbies and set our own...
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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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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.

LATEST EPISODES

#41

Difficult Conversations: Long-term Care for Loved Ones

August 4, 2020
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#40

The Things Retirees Miss

July 7, 2020
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#39

Rip Up Your Resume: How to Win the Job Search

June 8, 2020
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