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Insights

10 Interview Questions to Ask Your Potential Wealth Advisor

10 Interview Questions to Ask Your Potential Wealth Advisor
May 28, 2021
Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...
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5 Tips for Managing Sudden Wealth

5 Tips for Managing Sudden Wealth
May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Preparing – and Paying – for College

Preparing – and Paying – for College
May 25, 2021
As students are preparing for their final year of high school and where life may take them after that,...
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Wealth Planning Considerations for “DINKs”

Wealth Planning Considerations for “DINKs”
May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
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Should You Buy or Lease a Car?

Should You Buy or Lease a Car?
May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan
May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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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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Vineyard to Glass: The Wine Experience

Vineyard to Glass: The Wine Experience
March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid
March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?
February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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