Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Your Questions, Answered: Estate Planning

Your Questions, Answered: Estate Planning

February 18, 2021
On this week’s episode of Your Questions, Answered  Chris Housen  and  Brian Leitner  discuss creating your own estate plan,...
Watch >
Having A Proper Plan Before A Health Scare

Having A Proper Plan Before A Health Scare

January 5, 2021
Have you ever been involved in a health scare? It could’ve been a friend, or a loved one, or...
Watch >
Your Questions, Answered: Naming a Trustee or an Executor

Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered Chris Bixby and  Brian Leitner  discuss considerations for naming an executor, and answer...
Watch >
Your Questions, Answered: Estate Planning Considerations

Your Questions, Answered: Estate Planning Considerations

October 1, 2020
On this week’s episode of Your Questions, Answered Joe Hendrix discusses things to consider with estate planning, and answer...
Watch >

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

#137

How Parents Can Teach Teens About Investing

 Listen Now >
April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

 Listen Now >
April 4, 2024
#135

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

 Listen Now >
March 14, 2024
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