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Insights

Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions
January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?
January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...
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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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Your Questions, Answered: 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

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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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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Your Questions, Answered: Community Impact

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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ABCs of Medicare…an Introduction to the Different Parts

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

Your Questions, Answered: Tax-Friendly States
September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas discusses tax advantaged states, and answer the following question:...
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Your Questions, Answered: Fixed Income Portfolios

Your Questions, Answered: Fixed Income Portfolios
August 6, 2020
On this week’s episode of Your Questions, Answered Tony Roberts and Brian Leitner discuss fixed income portfolios, and answer...
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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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