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Insights

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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Your Questions, Answered: Seeking Professional Advice

Your Questions, Answered: Seeking Professional Advice
July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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Your Questions, Answered: Preparing for Market Volatility

Your Questions, Answered: Preparing for Market Volatility
July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Your Questions, Answered: 401(k) for Small Businesses

Your Questions, Answered: 401(k) for Small Businesses
July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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Your Questions, Answered: Roth IRA

Your Questions, Answered: Roth IRA
July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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Divorcing During the Pandemic? Here’s What You Need to Know

Divorcing During the Pandemic? Here’s What You Need to Know
July 1, 2020
The pandemic continues to affect families and relationships across the country, making working through the realities of divorce potentially...
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Your Questions, Answered: Required Minimum Distributions

Your Questions, Answered: Required Minimum Distributions
June 25, 2020
On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...
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Navigating Divorce in New Jersey During a Pandemic: Insights From Wealth Advisors and Family Law Attorneys

Navigating Divorce in New Jersey During a Pandemic: Insights From Wealth Advisors and Family Law Attorneys
June 8, 2020
With the COVID-19 pandemic impacting families and relationships across the country, now more than ever, working through the realities...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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