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Insights

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: 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 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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Your Questions, Answered: Expensive Educational Costs

Your Questions, Answered: Expensive Educational Costs

February 11, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar  and  Brian Leitner  discuss the expense of education and...
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Your Questions, Answered: Small Business Savings

Your Questions, Answered: Small Business Savings

January 28, 2021
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss tools to help small businesses...
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Your Questions, Answered: Executive Compensation

Your Questions, Answered: Executive Compensation

January 21, 2021
On this week’s episode of Your Questions, Answered  Lindsey McCool  and  Brian Leitner  discuss how to develop an executive...
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Our 2021 Crystal Ball Economic Outlook​

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

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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Your Questions, Answered: 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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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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