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Insights

Common Social Security Myths

Common Social Security Myths

October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta

October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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Mariner Mail: Your Financial Questions…Answered (33:57)

Mariner Mail: Your Financial Questions…Answered (33:57)

October 8, 2019
We’ve compiled your top financial questions and are dedicating this episode of Your Life, Simplified to provide answers. Discussing...
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Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

October 4, 2019
If you have enough savings, or can afford to sell an investment, paying off your mortgage early or making...
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Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn’t (26:45)

Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn’t (26:45)

September 10, 2019
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t...
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Blended Families and Financial Considerations

Blended Families and Financial Considerations

September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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Choose Insurance Policies That Offer You the Protection You Need

Choose Insurance Policies That Offer You the Protection You Need

September 6, 2019
When is the last time you reviewed your property and casualty policies, including homeowners insurance? Because it likely represents...
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College Savings Strategies for High-Income Households

College Savings Strategies for High-Income Households

September 6, 2019
It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...
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Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance

September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions

September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

Women & Finances: Should Their Approach Be Different Than Men? (32:00)

August 27, 2019
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...
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Splitting Equitably: The Financial Considerations of Divorce (24:15)

Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#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
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