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Insights

Building an annual investment committee agenda: What to review and when
October 29, 2026
Read time: 5 minutes Key takeaways A useful committee agenda pairs regular investment monitoring with time...
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Becoming the family CFO: How to manage the financial side of a parent’s care
October 27, 2026
Read time: 6 minutes Key takeaways Start with your parent’s available resources before assuming their care...
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Building wealth and giving on your terms
October 27, 2026
Read time: 5 minutes Key takeaways Charitable giving can be part of your wealth-building plan without...
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Medicare annual enrollment period: Reviewing your choices as part of your retirement plan
October 26, 2026
Read time: 7 minutes Key takeaways Medicare annual enrollment period runs from Oct. 15 through Dec....
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Job offer math: What’s the full value of a new opportunity?
October 15, 2026
Read time: 6 minutes Key takeaways A job offer should generally be evaluated based on total...
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Two incomes, more options: Making the most of life before or without kids
October 15, 2026
Read time: 5 minutes Key takeaways A stronger savings rate can give you the freedom to...
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Private markets: What to ask before you invest
October 15, 2026
Read time: 6 minutes Key takeaways Liquidity, fees and valuations can affect how an investment behaves...
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How much of your business relies on you? A 12-month owner dependence audit
October 1, 2026
Key takeaways Businesses can carry owner dependence risk through customer relationships, undocumented processes and key decisions that...
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How your current income can affect your future Medicare premiums
October 1, 2026
Read time: 6 minutes Key takeaways Medicare premiums are generally based on your income from two...
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Board turnover and fiduciary continuity: How governing bodies can prepare for leadership changes
September 23, 2026
Key takeaways: Board and committee turnover can disrupt institutional knowledge, but planning ahead can help new members...
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Your career is moving forward: Is your financial plan keeping up?
September 17, 2026
Read time: 5 minutes Key takeaways A raise, bonus or job change can be a useful...
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Open enrollment for two-career households: How to compare benefits without starting from scratch
September 17, 2026
Read time: 6 minutes Key takeaways Comparing the full cost and coverage of both plans can...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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