Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022
The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...
Watch
Tax-Loss Harvesting

Tax-Loss Harvesting

September 15, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
Watch
2022 Mid-Year Crystal Ball Outlook

2022 Mid-Year Crystal Ball Outlook

July 29, 2022
Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg recently shared their market...
Watch
2022 Crystal Ball Outlook

2022 Crystal Ball Outlook

January 31, 2022
Our own Jeff Krumpelman , chief investment strategist and head of equities, and Katrina Radenberg , chief investment officer...
Watch
2021 Mid-Year Crystal Ball Outlook

2021 Mid-Year Crystal Ball Outlook

July 28, 2021
The markets have been anything but boring, bouncing back from the pandemic peak but giving us things to keep...
Watch
Your Questions, Answered: Donor Advised Fund

Your Questions, Answered: Donor Advised Fund

May 6, 2021
On this week’s episode of Your Questions, Answered  Natalie Haggard  talks with  Brian Leitner about charitable giving strategies, and...
Watch
Your Questions, Answered: Retirement Distributions

Your Questions, Answered: Retirement Distributions

April 29, 2021
On this week’s episode of Your Questions, Answered  Eric Haberkorn  talks with  Brian Leitner , about strategies for withdrawing...
Watch
Your Questions, Answered: Life Insurance

Your Questions, Answered: Life Insurance

April 22, 2021
On this week’s episode of Your Questions, Answered  Jason Craine  talks with  Brian Leitner  about helping clients with their...
Watch
Your Questions, Answered: 1031 Exchange

Your Questions, Answered: 1031 Exchange

April 15, 2021
On this week’s episode of Your Questions, Answered  David Martin  talks with  Brian Leitner  about how 1031 exchanges work,...
Watch
Your Questions, Answered: Financial Conversations

Your Questions, Answered: Financial Conversations

April 1, 2021
On this week’s episode of Your Questions, Answered  Meredith Jamail Rice  talks with  Brian Leitner  about how to begin...
Watch
Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...
Watch
Minimizing Taxes in Retirement

Minimizing Taxes in Retirement

March 19, 2021
As you navigate life events, like retirement, we’re here to help you get on track and head in the...
Watch

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

#124

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
Tune In
#123

3 Things You Need to Know Before Moving Abroad

September 7, 2023
Tune In
#122

2023 Tax Planning Strategies

August 24, 2023
Tune In
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us