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Insights

Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy
February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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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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Students Get a Break on Loan Repayment

Students Get a Break on Loan Repayment
February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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When to Consider a Roth IRA Conversion

When to Consider a Roth IRA Conversion
February 2, 2021
Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know
January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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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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Relief For Students

Relief For Students
January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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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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There’s No Place Like Home…for Work

There’s No Place Like Home…for Work
January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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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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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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Maximize Retirement Savings With Catch-Up Contributions

Maximize Retirement Savings With Catch-Up Contributions
January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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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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