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Insights

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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Should Everyone With Children in College Fill Out The FAFSA?

Should Everyone With Children in College Fill Out The FAFSA?
June 3, 2020
Even though you can afford to cover the cost of college tuition, it may make sense for your family to...
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CARES Act: What Does It Mean For You?

CARES Act: What Does It Mean For You?
April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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Coronavirus Infecting the Market? (22:19)

Coronavirus Infecting the Market? (22:19)
March 9, 2020
With drops in the markets over the last two weeks and the spread of the coronavirus, you may have...
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Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline
March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone
January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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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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