Insights | Mariner Wealth Advisors

Government Deficit – We Have Met the Enemy, and He Is Us

June 2, 2023

While the government narrowly missed defaulting on its debt obligations, some have asked, “What would the impact be if...

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Socially Conscious Investing Allows You to Do Well While Doing Good

June 2, 2023

Socially conscious investing, once considered a fringe investing strategy, has grown from a movement to a market embraced by...

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How to Get the Maximum Social Security Benefit

June 1, 2023

If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...

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What is an Annuity and How Does it Work?

June 1, 2023

On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...

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Creating Your Estate Plan

May 25, 2023

While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...

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Picking the Right Trustee

May 18, 2023

Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...

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Money Markets: What You Need to Know

May 11, 2023

What is a money market? What is the difference between a money market and a money market fund? They...

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Stuck in Neutral: Our “Hold Your Ground” Message Plays On

May 9, 2023

You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2...

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Could Gold Replace the Dollar as the World’s Favored Currency?

May 8, 2023

I have written about my views on gold extensively in the past. I believe gold is the world’s longest...

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Retiring Early? Discover Ways to Fund Health Care

May 5, 2023

If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....

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3 Steps for Creating a Retirement Cash Flow Plan

May 4, 2023

Having a clear idea of income sources and estimated expenses in retirement can help you stay on track to...

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FDIC & SIPC Insurance

May 4, 2023

With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar...

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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.