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Insights

Options Strategies

May 16, 2025
Put-Write Strategies for Income Cash-Secured Put Income Primarily sells out of...
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Mariner Personalized Equity Portfolios

May 16, 2025
Customized Investing To Align With Values and Seek To Maximize Tax Advantages Mariner Personalized Equity Portfolios (MPEP) are...
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Financial Foresight: Why Learning Before You Decide Matters

Financial Foresight: Why Learning Before You Decide Matters

May 15, 2025
In this episode of Your Life Simplified, host Michael MacKelvie , senior wealth advisor, talks with Kurt Schindler ,...
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Private Investments (“PI”) Overview

May 13, 2025
Mariner offers a robust Private Investments platform with access to a variety of investment offerings and funds that seek...
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Wealth Planning for Entrepreneurs

May 9, 2025
Entrepreneurs are so busy running their businesses, they often forget to plan for their own financial future, including the...
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Timeless Investment Principles

May 2, 2025
The Foundation of a Sensible Investment Strategy. A famous investor once said, “Investing is simple, but it’s not...
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Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

May 2, 2025
Read time: 10 minutes As management theorist and author Peter Drucker said, “The greatest danger in times of...
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Economic Outlook: A Wild Coaster Ride

May 2, 2025
Read time: 9 minutes When I was a child, my parents took us children to Disneyland one summer....
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The Resiliency of a Good Financial Plan in Retirement

May 2, 2025
Read time: 5 minutes The big headlines of 2025 have been less than reassuring so far. A nascent...
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Financial Wellness

May 1, 2025
Planning for Executives and Employees Employees who participate in a financial wellness plan tend to make better financial...
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Here’s How Your Spending Could Change in Retirement

May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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Estate Planning for Blended Families

Estate Planning for Blended Families

May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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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

#159

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
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