All
IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
Read

Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
Read

Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read
Answers to 401(k) Questions

Answers to 401(k) Questions

January 27, 2021
Here are a few answers to less common questions about 401(k) retirement accounts. Q: What can I do...
Read

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
Read
Catch-Up Contributions: Saving As Much As You Can For Retirement

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
Read
Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
Read

Investing for Impact

January 7, 2021
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
Read
Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2021
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
Read

Make the Most of Your Retirement Plan Contributions

January 2, 2021
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
Read
Your Questions, Answered: Restricted Stock Units

Your Questions, Answered: Restricted Stock Units

September 17, 2020
On this week’s episode of Your Questions, Answered Graham Butler and  Brian Leitner  discuss equity compensation, and answer the...
Watch
Your Questions, Answered: Finances with Your Spouse

Your Questions, Answered: Finances with Your Spouse

September 3, 2020
On this week’s episode of Your Questions, Answered Suzanne Wheeler and  Brian Leitner  discuss finances within your household, and...
Watch

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

All Podcast Episodes

Check Out Our Live Webinars

We cover the upcoming election and the economy, markets during a pandemic, and more. Hear our views on timely topics.

Get Details

Subscribe to Our Newsletter

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