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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio

January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Crystal Ball 2021

Our 2021 Crystal Ball Economic Outlook​

January 14, 2021
Who would have thought the U.S. large-cap stock market would exhibit so much strength in 2020 — a year...
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Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Engineer-Seeking-Wealth-Advice

Your Questions, Answered: Engineer Seeking Wealth Advice

November 12, 2020
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss how wealth advisors can be...
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Keep Calm and Carry On

Keep Calm and Carry On

November 10, 2020
After a week of uncertainty, Joe Biden has become the president-elect. While we still don’t know which party will...
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YQA Mortgage Rates

Your Questions, Answered: Mortgage Rates

October 29, 2020
On this week’s episode of Your Questions, Answered Lonny Greenberg and  Brian Leitner  discuss the considerations for mortgage rates,...
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Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Your Life Simplified - Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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How-Can-I-Impact-My-Community

Your Questions, Answered: Community Impact

October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Life Simplified - ABCs of Medicare

ABCs of Medicare…an Introduction to the Different Parts

October 6, 2020
As we age – or face an event that results in disabilities – we all will have to make...
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Your Questions, Answered: Tax-Friendly States

September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas and  Brian Leitner  discuss tax advantaged states, and answer...
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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.

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