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Insights

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...
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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,...
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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...
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P&G Retirement Overview Webinar

P&G Retirement Overview Webinar

July 1, 2022
Brad Morgan , senior wealth advisor at Mariner Wealth Advisors, and Nate Kunkel , wealth advisor at Mariner Wealth...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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

#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
#134

Estate Planning: Protect Your Legacy & Avoid These Mistakes

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February 29, 2024
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