All
ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
Tune In
Long-Term Care Insurance: Rider or Stand-Alone Policy?

Long-Term Care Insurance: Rider or Stand-Alone Policy?

March 1, 2023
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
Read
Disability Insurance Offers Partial Income Replacement

Disability Insurance Offers Partial Income Replacement

February 1, 2023
If you become ill or injured and are unable to work, would you and your loved ones have the...
Read
Life Insurance: A Powerful Tax and Estate Planning Tool

Life Insurance: A Powerful Tax and Estate Planning Tool

November 1, 2022
Life insurance is more than an income replacement strategy to protect your loved ones—it’s also an effective way to...
Read
Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

October 2, 2022
As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...
Read
How to Use Insurance Strategically

How to Use Insurance Strategically

August 3, 2022
Consider talking to your wealth advisor about the following insurance-related strategies to allow you to maximize the wealth you...
Read
Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
Read
How to Strategically Fund Long-term Care

How to Strategically Fund Long-term Care

January 7, 2022
Seven out of 10 people who turn age 65 will need long-term care during their retirement, and 20% will...
Read
Estate Planning and Wealth Advice for Widows or Widowers

Estate Planning and Wealth Advice for Widows or Widowers

July 7, 2021
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse,...
Read
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 Family’s Most Difficult Conversation

Your Family’s Most Difficult Conversation

January 27, 2021
Despite the fact that entering into a caregiving relationship is life-altering for both the caregiver and the care recipient,...
Read
The Importance of a Life Insurance Review

The Importance of a Life Insurance Review

January 12, 2021
Getting married or divorced, having a child or taking on debt are all examples of times in our lives...
Read

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

LATEST EPISODES

Meet Our New 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