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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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New Tax Law Could Impact Your Retirement (27:58)

New Tax Law Could Impact Your Retirement (27:58)
January 28, 2020
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, became law....
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Retirement Planning with Heart and Head

Retirement Planning with Heart and Head
January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
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Health vs Wealth: Why Not Both?

Health vs Wealth: Why Not Both?
January 15, 2020
The quest for good health is an ingrained pursuit in our society, and every year billions of dollars are...
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Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?
January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Required Minimum Distributions: Get to Know the Basic Rules

Required Minimum Distributions: Get to Know the Basic Rules
January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
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Generating A Tax Efficient Retirement Paycheck

Generating A Tax Efficient Retirement Paycheck
December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
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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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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.

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